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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 %
TAM
626
Trillium Asset Management
Massachusetts
$337K +$29.2K +755 +10%
SC
627
Scotia Capital
Ontario, Canada
$336K +$44.9K +1,160 +15%
MCC
628
Mid Continent Capital
Illinois
$332K – – –
WTC
629
WhitTier Trust Company
Nevada
$331K – – –
WT
630
Whittier Trust
California
$325K – – –
RB
631
Rodgers Brothers
Pennsylvania
$324K +$39 +1 +0%
CCM
632
Compton Capital Management
Rhode Island
$321K – – –
BBI
633
Baxter Bros Inc
Connecticut
$316K +$93K +2,400 +42%
BP
634
Banyan Partners
Florida
$314K -$32.9K -850 -9%
WEC
635
Winslow Evans & Crocker
Massachusetts
$312K – – –
GIS
636
Guardian Investor Services
New York
$311K -$16.1K -416 -5%
PGIM
637
Pacific Global Investment Management
California
$311K +$73K +1,885 +31%
EBSAM
638
Eubel Brady & Suttman Asset Management
Ohio
$305K -$3.49K -90 -1%
BHWM
639
Bar Harbor Wealth Management
New Hampshire
$302K -$2.91K -75 -1%
FBFS
640
First Business Financial Services
Wisconsin
$300K +$26.7K +690 +10%
FNT
641
First National Trust
Pennsylvania
$299K -$15.6K -402 -5%
CNBT
642
Canandaigua National Bank & Trust
New York
$298K -$621K -16,070 -68%
Fuller & Thaler Asset Management
643
Fuller & Thaler Asset Management
California
$298K -$213K -5,500 -42%
ACI
644
Alpha Cubed Investments
California
$297K -$193K -5,000 -39%
FBA
645
Front Barnett Associates
Illinois
$297K -$3.87K -100 -1%
LCM
646
Logan Capital Management
Pennsylvania
$296K -$71.7K -1,853 -19%
SIG
647
Schaller Investment Group
North Carolina
$292K – – –
CFS
648
Community Financial System
New York
$291K – – –
CT
649
Cambridge Trust
Massachusetts
$290K – – –
UR
650
USCA RIA
Texas
$290K +$52K +1,342 +22%
24 25
26
27 28