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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 %
LCM
576
Laurion Capital Management
New York
$381K +$381K +10,895 New
WC
577
Wexford Capital
Florida
$377K -$48.9K -1,400 -11%
ECM
578
Everence Capital Management
Indiana
$377K +$110K +3,140 +41%
JCM
579
Janney Capital Management
Pennsylvania
$368K +$52.8K +1,510 +17%
11A
580
10-15 Associates
New York
$368K +$368K +10,539 New
BPBT
581
Boston Private Bank & Trust
Massachusetts
$364K – – –
NB
582
Norinchukin Bank
Japan
$363K -$4.43K -127 -1%
LPC
583
Loeb Partners Corp
New York
$349K +$349K +10,000 New
LCM
584
Logan Capital Management
Pennsylvania
$346K +$2.62K +75 +0.8%
WA
585
Wheatland Advisors
Pennsylvania
$346K +$346K +9,901 New
AIM
586
Aspen Investment Management
Michigan
$344K -$21K -600 -6%
BBA
587
BLB&B Advisors
Pennsylvania
$343K – – –
RC
588
RegentAtlantic Capital
New Jersey
$342K – – –
AP
589
Appleton Partners
Massachusetts
$337K -$55.2K -1,580 -14%
BRWA
590
B. Riley Wealth Advisors
Florida
$337K +$44.9K +1,285 +15%
MHIC
591
Marble Harbor Investment Counsel
Massachusetts
$335K – – –
PGFC
592
Peapack-Gladstone Financial Corp
New Jersey
$334K – – –
Fisher Asset Management
593
Fisher Asset Management
Washington
$332K – – –
MCWS
594
McKinley Carter Wealth Services
West Virginia
$332K – – –
FIG
595
Fusion Investment Group
Pennsylvania
$332K +$332K +9,500 New
BHWM
596
Bar Harbor Wealth Management
New Hampshire
$329K -$1.85K -53 -0.6%
FMLI
597
Fukoku Mutual Life Insurance
Japan
$327K -$27.9K -800 -8%
Pacer Advisors
598
Pacer Advisors
Pennsylvania
$327K +$327K +8,061 New
GIS
599
Guardian Investor Services
New York
$322K -$2.76K -79 -0.8%
FWM
600
Focused Wealth Management
New York
$320K +$160K +4,592 +100%
22 23
24
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