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Bank of New York Mellon
BK

Overview Fund Activity

872 hedge funds and large institutions have $37.4B invested in Bank of New York Mellon in 2014 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 270 increasing their positions, 312 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
872
Holders Change
+70
Holders Change %
+8.73%
% of All Funds
23.27%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.96%
New
111
Increased
270
Reduced
312
Closed
31
Calls
$119M
Puts
$130M
Net Calls
-$11.6M
Net Calls Change
-$3.33M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$327M
2
Fidelity International
Fidelity International
Bermuda
+$145M
3
IIM
Ivory Investment Management
New York
+$98.1M
4
Norges Bank
Norges Bank
Norway
+$81.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$61.3M

Top Sellers

1
SAM
Southeastern Asset Management
Tennessee
-$358M
2
DSA
Davis Selected Advisers
Arizona
-$285M
3
Morgan Stanley
Morgan Stanley
New York
-$229M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$198M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$77.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAIM
551
Hunter Associates Investment Management
Pennsylvania
$791K – – –
LH
552
Lebenthal Holdings
New York
$778K +$778K +19,185 New
HPC
553
HM Payson & Co
Maine
$774K +$93.6K +2,309 +14%
Bank of Nova Scotia
554
Bank of Nova Scotia
Ontario, Canada
$773K +$10.5K +258 +1%
IT
555
Investors Trust
Texas
$729K -$237K -5,854 -25%
Tudor Investment Corp
556
Tudor Investment Corp
Connecticut
$727K -$158K -3,904 -18%
CEP
557
Chicago Equity Partners
Illinois
$722K -$11.2K -275 -2%
WC
558
Whitnell & Co
Illinois
$705K – – –
ARMT
559
Amica Retiree Medical Trust
Rhode Island
$705K – – –
PP
560
Paloma Partners
Connecticut
$705K +$76.1K +1,876 +12%
Arrowstreet Capital
561
Arrowstreet Capital
Massachusetts
$696K -$1.17M -28,908 -63%
WA
562
WESPAC Advisors
California
$693K +$693K +17,074 New
BCI
563
Brinker Capital Investments
Pennsylvania
$691K -$16.9K -417 -2%
SW
564
SVB Wealth
Massachusetts
$681K +$681K +16,779 New
1IA
565
1834 Investment Advisors
Wisconsin
$674K – – –
MCM
566
McRae Capital Management
New Jersey
$665K -$46.7K -1,150 -7%
PAM
567
Princeton Alpha Management
New Jersey
$660K -$2.3M -56,787 -78%
EIA
568
Edgemoor Investment Advisors
Maryland
$654K -$5.68K -140 -0.9%
CK
569
Carnick & Kubik
Colorado
$653K +$41.4K +1,020 +7%
JWBC
570
John W. Bristol & Co
New York
$649K – – –
FHA
571
First Horizon Advisors
Tennessee
$645K -$51.7K -1,270 -7%
FIM
572
Fruth Investment Management
Texas
$643K -$4.06K -100 -0.6%
TC
573
Taylor Cottrill
New Hampshire
$638K +$21.1K +520 +3%
KIA
574
King Investment Advisors
Texas
$630K +$27K +665 +4%
LNWWM
575
Laird Norton Wetherby Wealth Management
California
$628K +$22.4K +551 +4%
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