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Bank of New York Mellon
BK

Overview Fund Activity

802 hedge funds and large institutions have $36.1B invested in Bank of New York Mellon in 2014 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 232 increasing their positions, 337 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
802
Holders Change
+36
Holders Change %
+4.7%
% of All Funds
23.29%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
1.05%
New
79
Increased
232
Reduced
337
Closed
38
Calls
$94M
Puts
$102M
Net Calls
-$8.26M
Net Calls Change
-$31.7M

Top Buyers

1
MCM
Marcato Capital Management
California
+$688M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$648M
3
TFM
Trian Fund Management
New York
+$379M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$311M
5
BA
BlackRock Advisors
Delaware
+$70M

Top Sellers

1
SAM
Southeastern Asset Management
Tennessee
-$698M
2
CS
Credit Suisse
Switzerland
-$518M
3
SOMRS
State of Michigan Retirement System
Michigan
-$332M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$307M
5
DSA
Davis Selected Advisers
Arizona
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPC
551
National Planning Corporation
California
$587K -$9.68K -250 -2%
CK
552
Carnick & Kubik
Colorado
$584K -$54.2K -1,400 -8%
DPIM
553
Duff & Phelps Investment Management
Illinois
$584K -$44.5K -1,150 -7%
BHBT
554
Burke & Herbert Bank & Trust
Virginia
$580K – – –
LNWWM
555
Laird Norton Wetherby Wealth Management
California
$578K -$22K -569 -4%
TDC
556
Thompson Davis & Co
Virginia
$577K +$577K +14,899 New
KIA
557
King Investment Advisors
Texas
$576K -$9.69K -250 -2%
JIC
558
Joel Isaacson & Co
New York
$576K – – –
VHAM
559
Van Hulzen Asset Management
California
$572K -$1.16M -30,020 -67%
VKH
560
Virtu KCG Holdings
New York
$559K +$266K +6,874 +91%
BRWA
561
B. Riley Wealth Advisors
Florida
$558K -$267K -6,894 -32%
ECM
562
Everence Capital Management
Indiana
$551K – – –
SF
563
Synovus Financial
Georgia
$543K +$139K +3,565 +34%
BFO
564
Boston Family Office
Massachusetts
$538K – – –
CTC
565
Central Trust Company
Missouri
$535K -$968 -25 -0.2%
FC
566
Forte Capital
New York
$520K +$520K +13,421 New
CC
567
Courier Capital
New York
$512K +$77.5K +2,000 +18%
PWLP
568
Prio Wealth Limited Partnership
Massachusetts
$509K -$90.2K -2,334 -15%
BG
569
Bahl & Gaynor
Ohio
$508K -$7.75K -200 -2%
NB
570
Norinchukin Bank
Japan
$507K +$121K +3,113 +31%
EGA
571
E&G Advisors
Texas
$503K – – –
BBHC
572
Brown Brothers Harriman & Co
New York
$499K – – –
LJAC
573
L.J. Altfest & Co
New York
$495K +$39 +1 +0%
FQ
574
First Quadrant
California
$484K – – –
SC
575
Schulhoff & Co
Ohio
$476K +$32.4K +835 +7%
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23
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