BK icon

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 %
American Century Companies
576
American Century Companies
Missouri
$473K -$79.7K -2,060 -14%
ISL
577
Ingalls & Snyder LLC
New York
$473K -$5.54K -143 -1%
CCMG
578
Clark Capital Management Group
Pennsylvania
$472K -$92.4K -2,386 -16%
ST
579
Sabal Trust
Florida
$472K – – –
Eagle Capital Management (New York)
580
Eagle Capital Management (New York)
New York
$465K – – –
EWM
581
Evercore Wealth Management
New York
$465K +$164K +4,220 +54%
HMS
582
Hanseatic Management Services
New Mexico
$457K +$457K +11,799 New
MHC
583
Meyer Handelman Company
New York
$453K -$10.8K -280 -2%
ACM
584
Argentus Capital Management
Texas
$447K +$447K +11,535 New
NSAM
585
North Star Asset Management
Wisconsin
$446K -$32.9K -850 -7%
PWAP
586
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$443K – – –
CB
587
Chemical Bank
Michigan
$429K -$7.75K -200 -2%
GCIA
588
Gabelli & Co Investment Advisers
New York
$426K – – –
Envestnet Asset Management
589
Envestnet Asset Management
Illinois
$426K +$425K +10,966 +52,219%
BTNA
590
Bremer Trust National Association
Minnesota
$423K -$1.98K -51 -0.5%
BFM
591
Boston Financial Management
Massachusetts
$420K -$259K -6,671 -38%
PAG
592
Private Advisor Group
New Jersey
$420K +$144K +3,721 +52%
BAAM
593
Baker Avenue Asset Management
California
$419K +$74.3K +1,916 +22%
WA
594
Wheatland Advisors
Pennsylvania
$415K +$19.5K +502 +5%
Fisher Asset Management
595
Fisher Asset Management
Washington
$412K – – –
CCFCSB
596
Cape Cod Five Cents Savings Bank
Massachusetts
$410K – – –
PI
597
Pettee Investors
Connecticut
$409K -$205K -5,280 -33%
BGDI
598
BW Gestao de Investimentos
Brazil
$408K -$37.9K -980 -9%
11A
599
10-15 Associates
New York
$408K +$77 +2 +0%
JCM
600
Janney Capital Management
Pennsylvania
$405K -$17.4K -450 -4%
22 23
24
25 26