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Bank of New York Mellon
BK

Overview Fund Activity

718 hedge funds and large institutions have $28.4B invested in Bank of New York Mellon in 2013 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 226 increasing their positions, 290 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+10
Holders Change %
+1.41%
% of All Funds
23.29%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.88%
New
58
Increased
226
Reduced
290
Closed
40
Calls
$70.4M
Puts
$80.8M
Net Calls
-$10.4M
Net Calls Change
-$22.8M

Top Buyers

1
SBAM
1
Santa Barbara Asset Management
California
$77.5M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$153M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.03B
4
Citadel Advisors
4
Citadel Advisors
Florida
$62.2M
5
SOMRS
5
State of Michigan Retirement System
Michigan
$140M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$64.1M
2
KeyBank National Association
2
KeyBank National Association
Ohio
$20.3M
3
PHAM
3
Pacific Heights Asset Management
California
$64.1M
4
SAM
4
Southeastern Asset Management
Tennessee
$1.22B
5
CC
5
Carlson Capital
Texas
$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BO
626
BRR OpCo
Ohio
$215K +$215K +7,130 New
WSCM
627
Wellington Shields Capital Management
New York
$215K +$215K +7,130 New
IIM
628
Ironwood Investment Management
Massachusetts
$213K +$213K +7,071 New
AAM
629
Advisors Asset Management
Colorado
$210K -$6.02K -200 -3%
EA
630
Emerald Advisers
Pennsylvania
$209K +$209K +6,929 New
Northwestern Mutual Wealth Management
631
Northwestern Mutual Wealth Management
Wisconsin
$206K -$275K -9,099 -57%
LC
632
Loews Corp
New York
$206K +$206K +6,833 New
CAM
633
Chesapeake Asset Management
New York
$202K +$202K +6,681 New
TAM
634
Trillium Asset Management
Massachusetts
$202K +$202K +6,684 New
AW
635
Alpha Windward
Massachusetts
$201K +$2.17K +72 +1%
GLRA
636
Gerald L. Ray & Associates
Texas
$201K +$201K +6,648 New
BCM
637
Bluefin Capital Management
New York
$200K +$200K +8,222 New
FBC
638
Fairfield, Bush & Co
Connecticut
$185K – – –
SAMC
639
Shinko Asset Management Company
Japan
$172K -$36.2K -1,200 -17%
CAW
640
Cornerstone Advisors (Washington)
Washington
$169K +$166K +5,514 +6,564%
LIA
641
LS Investment Advisors
Michigan
$167K +$32.1K +1,063 +24%
DAM
642
Delta Asset Management
Tennessee
$150K -$3.33K -110 -2%
FMII
643
Farmers & Merchants Investments Inc
Nebraska
$150K – – –
JFGIW
644
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$140K – – –
FWM
645
Focused Wealth Management
New York
$138K +$138K +4,571 New
PP
646
Palladium Partners
Virginia
$129K – – –
MWP
647
MYCIO Wealth Partners
Pennsylvania
$126K +$182 +6 +0.1%
CAL
648
Capital Analysts LLC
Pennsylvania
$121K – – –
MS
649
Madison Scottsdale
Arizona
$121K – – –
HDIM
650
Hanson & Doremus Investment Management
Vermont
$118K -$9.08K -300 -7%
24 25
26
27 28