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Bank of New York Mellon
BK

Overview Fund Activity

718 hedge funds and large institutions have $28.4B invested in Bank of New York Mellon in 2013 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 226 increasing their positions, 290 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+10
Holders Change %
+1.41%
% of All Funds
23.29%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.88%
New
58
Increased
226
Reduced
290
Closed
40
Calls
$70.4M
Puts
$80.8M
Net Calls
-$10.4M
Net Calls Change
-$22.8M

Top Buyers

1
SBAM
Santa Barbara Asset Management
California
$77.5M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$153M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.03B
4
Citadel Advisors
Citadel Advisors
Florida
$62.2M
5
SOMRS
State of Michigan Retirement System
Michigan
$140M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$64.1M
2
KeyBank National Association
KeyBank National Association
Ohio
$20.3M
3
PHAM
Pacific Heights Asset Management
California
$64.1M
4
SAM
Southeastern Asset Management
Tennessee
$1.22B
5
CC
Carlson Capital
Texas
$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHC
551
Meyer Handelman Company
New York
$373K – – –
GIM
552
Guardian Investment Management
California
$371K +$371K +12,300 New
ST
553
Sabal Trust
Florida
$368K – – –
WC
554
Wexford Capital
Florida
$368K – – –
Fuller & Thaler Asset Management
555
Fuller & Thaler Asset Management
California
$362K -$81.5K -2,700 -18%
Eagle Capital Management (New York)
556
Eagle Capital Management (New York)
New York
$362K – – –
FMC
557
First Merchants Corp
Indiana
$357K -$265K -8,785 -43%
SCIA
558
Sanibel Captiva Investment Advisers
Illinois
$354K – – –
BTNA
559
Bremer Trust National Association
Minnesota
$353K -$9.91K -328 -3%
CC
560
Courier Capital
New York
$353K -$9.07K -300 -3%
QIM
561
Quantitative Investment Management
Virginia
$353K +$353K +11,700 New
CB
562
Chemical Bank
Michigan
$347K – – –
PWAP
563
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$346K – – –
VRS
564
Virginia Retirement Systems
Virginia
$339K -$764K -25,303 -69%
AP
565
Appleton Partners
Massachusetts
$339K +$22.8K +754 +7%
CIM
566
Calvert Investment Management
Maryland
$334K -$30.7K -1,016 -8%
SIC
567
Sigma Investment Counselors
Michigan
$332K -$513K -17,000 -61%
GCIA
568
Gabelli & Co Investment Advisers
New York
$332K – – –
VC
569
Vestor Capital
Illinois
$319K +$319K +10,555 New
NB
570
Norinchukin Bank
Japan
$318K +$98.7K +3,269 +45%
AIM
571
Aspen Investment Management
Michigan
$315K -$2.45K -81 -0.8%
BPBT
572
Boston Private Bank & Trust
Massachusetts
$314K -$3.02K -100 -1%
CA
573
Cetera Advisors
Colorado
$314K +$37.5K +1,237 +14%
FNT
574
First National Trust
Pennsylvania
$312K +$726 +24 +0.2%
AP
575
Advisor Partners
California
$311K +$46.6K +1,541 +18%
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