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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 %
RCM
576
RNC Capital Management
California
$621K -$28.4K -700 -4%
NB
577
NBT Bank
New York
$618K -$8.31K -205 -1%
PCA
578
Personal Capital Advisors
California
$617K +$215K +5,294 +53%
NPC
579
National Planning Corporation
California
$612K +$19.5K +500 +3%
BHBT
580
Burke & Herbert Bank & Trust
Virginia
$608K – – –
JIC
581
Joel Isaacson & Co
New York
$603K – – –
LIM
582
Leavell Investment Management
Alabama
$595K -$24.3K -600 -4%
NFG
583
Next Financial Group
Texas
$589K -$262K -6,464 -31%
Northwestern Mutual Wealth Management
584
Northwestern Mutual Wealth Management
Wisconsin
$587K -$48.4K -1,193 -8%
VHAM
585
Van Hulzen Asset Management
California
$586K -$13.1K -323 -2%
QSS
586
Quantitative Systematic Strategies
Florida
$583K +$583K +14,213 New
AAIM
587
American Assets Investment Management
California
$580K +$580K +14,300 New
FC
588
Forte Capital
New York
$577K +$32.5K +800 +6%
BAAM
589
Baker Avenue Asset Management
California
$575K +$136K +3,361 +31%
SF
590
Synovus Financial
Georgia
$572K +$3.14K +77 +0.6%
ECM
591
Everence Capital Management
Indiana
$571K – – –
CC
592
Colrain Capital
Massachusetts
$568K -$690K -17,000 -55%
Simplex Trading
593
Simplex Trading
Illinois
$566K +$566K +13,942 New
BFO
594
Boston Family Office
Massachusetts
$564K – – –
DPIM
595
Duff & Phelps Investment Management
Illinois
$559K -$52.7K -1,300 -9%
AP
596
Advisor Partners
California
$544K +$544K +13,437 New
PWLP
597
Prio Wealth Limited Partnership
Massachusetts
$534K – – –
BG
598
Bahl & Gaynor
Ohio
$532K – – –
EGA
599
E&G Advisors
Texas
$527K – – –
LJAC
600
L.J. Altfest & Co
New York
$519K +$41 +1 +0%
22 23
24
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