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Bank of New York Mellon
BK

Overview Fund Activity

766 hedge funds and large institutions have $35.9B invested in Bank of New York Mellon in 2014 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 251 increasing their positions, 284 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
766
Holders Change
+1
Holders Change %
+0.13%
% of All Funds
22.03%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
1.15%
New
49
Increased
251
Reduced
284
Closed
42
Calls
$119M
Puts
$95.7M
Net Calls
+$23.4M
Net Calls Change
-$16.7M

Top Buyers

1
TFM
Trian Fund Management
New York
+$367M
2
CS
Credit Suisse
Switzerland
+$282M
3
Dodge & Cox
Dodge & Cox
California
+$181M
4
Citigroup
Citigroup
New York
+$125M
5
Norges Bank
Norges Bank
Norway
+$125M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
-$172M
2
Credit Agricole
Credit Agricole
France
-$89.5M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$84M
4
SAM
Southeastern Asset Management
Tennessee
-$75.8M
5
SOMRS
State of Michigan Retirement System
Michigan
-$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
551
HAP Trading
New York
$465K +$465K +12,419 New
NSAM
552
North Star Asset Management
Wisconsin
$464K -$204K -5,451 -31%
CNB
553
City National Bank
California
$464K +$225K +5,996 +94%
HHGA
554
Halbert Hargrove Global Advisors
California
$464K +$464K +8,797 New
Twin Tree Management
555
Twin Tree Management
Texas
$464K +$332K +8,857 +251%
ISL
556
Ingalls & Snyder LLC
New York
$463K -$8.51K -227 -2%
AP
557
Advisor Partners
California
$460K +$20K +533 +5%
ST
558
Sabal Trust
Florida
$457K – – –
Eagle Capital Management (New York)
559
Eagle Capital Management (New York)
New York
$450K – – –
MHC
560
Meyer Handelman Company
New York
$449K – – –
SRC
561
Shufro Rose & Co
New York
$442K – – –
VFA
562
Virtus Fund Advisers
Connecticut
$436K +$436K +11,624 New
BGDI
563
BW Gestao de Investimentos
Brazil
$432K – – –
PWAP
564
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$429K – – –
SC
565
Schulhoff & Co
Ohio
$429K +$429K +11,448 New
CB
566
Chemical Bank
Michigan
$422K – – –
CC
567
Courier Capital
New York
$420K -$15.7K -419 -4%
Tudor Investment Corp
568
Tudor Investment Corp
Connecticut
$416K +$60K +1,600 +17%
GCIA
569
Gabelli & Co Investment Advisers
New York
$412K – – –
BTNA
570
Bremer Trust National Association
Minnesota
$411K +$525 +14 +0.1%
JCM
571
Janney Capital Management
Pennsylvania
$409K +$14.6K +390 +4%
CIM
572
Calvert Investment Management
Maryland
$408K -$7.54K -201 -2%
WFM
573
Wilmington Funds Management
Delaware
$407K -$434K -11,600 -52%
Fisher Asset Management
574
Fisher Asset Management
Washington
$399K -$14.6K -388 -4%
CCFCSB
575
Cape Cod Five Cents Savings Bank
Massachusetts
$396K +$13.1K +350 +3%
21 22
23
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