BK icon

Bank of New York Mellon
BK

Overview Fund Activity

760 hedge funds and large institutions have $32.7B invested in Bank of New York Mellon in 2013 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 213 increasing their positions, 321 reducing their positions, and 39 closing their positions.

Holders
760
Holders Change
+42
Holders Change %
+5.85%
% of All Funds
22.07%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.99%
New
88
Increased
213
Reduced
321
Closed
39
Calls
$91.3M
Puts
$108M
Net Calls
-$16.3M
Net Calls Change
-$5.95M

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$379M
2
SOMRS
2
State of Michigan Retirement System
Michigan
$317M
3
LP
3
Longview Partners
Guernsey
$693M
4
MAM
4
Magellan Asset Management
Australia
$608M
5
VVP
5
Vulcan Value Partners
Alabama
$189M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$57.6M
2
DSA
2
Davis Selected Advisers
Arizona
$2.91B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$37.1M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$429M
5
Citadel Advisors
5
Citadel Advisors
Florida
$653K
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$266M 7,618,422 +304,182 +4%
Fayez Sarofim & Co
27
Fayez Sarofim & Co
Texas
$258M 7,396,799 +7,396,799 New
TAM
28
Third Avenue Management
New York
$249M 7,117,407 -499,453 -7%
GI
29
GAMCO Investors
Connecticut
$218M 6,239,819 +62,807 +1%
VVP
30
Vulcan Value Partners
Alabama
$189M 5,403,113 +1,289,815 +31%
Legal & General Group
31
Legal & General Group
United Kingdom
$179M 5,129,807 -357,607 -7%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$172M 4,929,638 -145,969 -3%
OTPPB
33
Ontario Teachers' Pension Plan Board
Ontario, Canada
$158M 4,531,017 -169,636 -4%
Charles Schwab
34
Charles Schwab
California
$149M 4,270,270 -745,590 -15%
TBC
35
Tweedy, Browne Co
Connecticut
$148M 4,226,245 -373,735 -8%
RFC
36
Russell Frank Company
Washington
$146M 4,552,655 -209,817 -4%
TCIM
37
TIAA CREF Investment Management
New York
$146M 4,177,624 -103,882 -2%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$146M 4,173,138 -126,400 -3%
Goldman Sachs
39
Goldman Sachs
New York
$145M 4,154,203 +665,780 +19%
BIP
40
Brandes Investment Partners
California
$144M 4,134,409 -420,584 -9%
Capital International Investors
41
Capital International Investors
California
$138M 3,946,400 – –
FPA
42
First Pacific Advisors
California
$137M 3,927,900 +9,900 +0.3%
MAA
43
Managed Account Advisors
New Jersey
$136M 3,895,520 +90,785 +2%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$129M 3,731,828 +283,419 +8%
UBS AM
45
UBS AM
Illinois
$122M 3,498,465 +77,423 +2%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$121M 3,451,950 -1,075,717 -24%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$118M 3,413,483 -251,562 -7%
ABI
48
Abrams Bison Investments
Maryland
$118M 3,370,000 – –
SBAM
49
Santa Barbara Asset Management
California
$111M 3,167,601 +602,081 +23%
Credit Agricole
50
Credit Agricole
France
$108M 3,084,771 +12,205 +0.4%
1
2
3 4 5