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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 %
FTIOP
601
Fiduciary Trust International of Pennsylvania
Pennsylvania
$400K – – –
MYLI
602
Meiji Yasuda Life Insurance
Japan
$393K +$13.3K +345 +4%
SEC
603
Seven Eight Capital
New York
$389K +$389K +10,037 New
PCA
604
Personal Capital Advisors
California
$384K +$384K +9,924 New
CNB
605
City National Bank
California
$382K -$96.5K -2,491 -20%
MHIC
606
Marble Harbor Investment Counsel
Massachusetts
$372K – – –
BBA
607
BLB&B Advisors
Pennsylvania
$372K – – –
PGFC
608
Peapack-Gladstone Financial Corp
New Jersey
$371K – – –
GA
609
Geneva Advisors
Illinois
$370K +$5.5K +142 +2%
MCWS
610
McKinley Carter Wealth Services
West Virginia
$368K +$368K +9,500 New
FNBTCON
611
First National Bank & Trust Co of Newtown
Pennsylvania
$367K -$9.7K -250 -3%
BPBT
612
Boston Private Bank & Trust
Massachusetts
$365K – – –
CIC
613
Crawford Investment Counsel
Georgia
$365K +$11.5K +298 +3%
CC
614
Cipher Capital
New York
$363K +$363K +9,366 New
AI
615
Accredited Investors
Minnesota
$362K +$118K +3,051 +49%
1GA
616
1st Global Advisors
Texas
$356K +$34.3K +886 +11%
CS
617
Credential Securities
$354K +$19.1K +495 +6%
SRC
618
Shufro Rose & Co
New York
$352K -$104K -2,700 -23%
CIM
619
Contravisory Investment Management
Massachusetts
$348K -$281K -7,235 -45%
CS
620
Cannell & Spears
New York
$348K – – –
EB
621
Eastern Bank
Massachusetts
$344K +$9.12K +235 +3%
ST
622
Smithfield Trust
Pennsylvania
$344K +$258K +6,660 +300%
AI
623
Atria Investments
North Carolina
$343K -$27.5K -709 -7%
AP
624
Appleton Partners
Massachusetts
$342K – – –
RC
625
RegentAtlantic Capital
New Jersey
$341K -$8.71K -225 -2%
23 24
25
26 27