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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.

New
Increased
Maintained
Reduced
Closed
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
Harris Associates
Illinois
+$192M
2
SOMRS
State of Michigan Retirement System
Michigan
+$155M
3
LP
Longview Partners
Guernsey
+$59.4M
4
MAM
Magellan Asset Management
Australia
+$50.1M
5
VVP
Vulcan Value Partners
Alabama
+$45.1M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$122M
2
DSA
Davis Selected Advisers
Arizona
-$111M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$79.4M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$73.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$71.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTIM
501
Wilmington Trust Investment Management
Delaware
$681K – – –
CHC
502
City Holding Co
West Virginia
$681K +$681K +19,503 New
BFM
503
Boston Financial Management
Massachusetts
$675K -$42.9K -1,229 -6%
HPCM
504
High Pointe Capital Management
Illinois
$659K -$95.8K -2,740 -13%
Citadel Advisors
505
Citadel Advisors
Florida
$653K -$71.4M -2,042,342 -99%
CIM
506
Contravisory Investment Management
Massachusetts
$628K +$30.8K +880 +5%
AC
507
Avenir Corporation
Virginia
$621K -$40.9K -1,170 -6%
MCM
508
McRae Capital Management
New Jersey
$613K – – –
CCMG
509
Clark Capital Management Group
Pennsylvania
$611K +$8.71K +249 +1%
BHBT
510
Burke & Herbert Bank & Trust
Virginia
$611K +$41.9K +1,200 +7%
WC
511
Whitnell & Co
Illinois
$607K – – –
VIM
512
Veritas Investment Management
United Kingdom
$607K – – –
ARMT
513
Amica Retiree Medical Trust
Rhode Island
$607K +$607K +17,386 New
1IA
514
1834 Investment Advisors
Wisconsin
$580K – – –
DPIM
515
Duff & Phelps Investment Management
Illinois
$576K -$2.71M -77,546 -82%
EIA
516
Edgemoor Investment Advisors
Maryland
$572K – – –
HPC
517
HM Payson & Co
Maine
$569K – – –
Bank of Nova Scotia
518
Bank of Nova Scotia
Ontario, Canada
$568K +$9.85K +282 +2%
PWLP
519
Prio Wealth Limited Partnership
Massachusetts
$567K -$1.15K -33 -0.2%
CK
520
Carnick & Kubik
Colorado
$565K +$565K +16,175 New
NB
521
NBT Bank
New York
$565K -$29.9K -855 -5%
LNWWM
522
Laird Norton Wetherby Wealth Management
California
$563K -$36.1K -1,033 -6%
QI
523
Quotient Investors
New York
$559K -$80.4K -2,300 -13%
FIM
524
Fruth Investment Management
Texas
$559K -$28K -800 -5%
JWBC
525
John W. Bristol & Co
New York
$559K – – –
19 20
21
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