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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 %
PI
526
Pettee Investors
Connecticut
$553K +$553K +15,840 New
LTFS
527
Ladenburg Thalmann Financial Services
Florida
$552K -$664 -19 -0.1%
GCA
528
Gideon Capital Advisors
New York
$551K +$551K +15,770 New
NPC
529
National Planning Corporation
California
$549K +$13.3K +382 +2%
TC
530
Taylor Cottrill
New Hampshire
$547K – – –
IFLIT
531
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$546K – – –
Envestnet Asset Management
532
Envestnet Asset Management
Illinois
$537K +$38.1K +1,091 +8%
PP
533
PDT Partners
New York
$524K -$5.14M -146,949 -91%
UAS
534
United Asset Strategies
New York
$523K +$523K +14,965 New
JIC
535
Joel Isaacson & Co
New York
$519K -$13.2K -379 -2%
VRS
536
Virginia Retirement Systems
Virginia
$511K +$118K +3,388 +30%
Tudor Investment Corp
537
Tudor Investment Corp
Connecticut
$486K -$234K -6,700 -33%
BFO
538
Boston Family Office
Massachusetts
$486K – – –
Wellington Management Group
539
Wellington Management Group
Massachusetts
$483K – – –
RJT
540
Raymond James Trust
Florida
$478K -$22.6K -646 -5%
AC
541
Addenda Capital
Quebec, Canada
$475K +$188K +5,503 +66%
BG
542
Bahl & Gaynor
Ohio
$472K -$3.11K -89 -0.7%
LIA
543
LS Investment Advisors
Michigan
$472K +$279K +7,964 +144%
Arrowstreet Capital
544
Arrowstreet Capital
Massachusetts
$466K -$5.27M -150,666 -92%
ISL
545
Ingalls & Snyder LLC
New York
$465K +$13.6K +389 +3%
EB
546
Eastern Bank
Massachusetts
$463K -$7.9K -226 -2%
SEC
547
Seven Eight Capital
New York
$459K +$459K +13,137 New
EGA
548
E&G Advisors
Texas
$454K +$454K +13,000 New
LJAC
549
L.J. Altfest & Co
New York
$452K +$452K +12,948 New
VKH
550
Virtu KCG Holdings
New York
$450K -$513K -14,668 -53%
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