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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 %
Jones Financial Companies
651
Jones Financial Companies
Missouri
$111K -$39.7K -1,307 -26%
FBT
652
Founders Bank & Trust
Michigan
$109K – – –
WA
653
Waverly Advisors
Alabama
$96K +$96K +3,177 New
FFC
654
First Financial Corp
Indiana
$84K -$25.2K -839 -23%
MCM
655
Manchester Capital Management
Vermont
$84K – – –
FAM
656
Formidable Asset Management
Ohio
$84K +$84K +2,766 New
NYLT
657
New York Life Trust
New York
$78K -$33K -1,090 -30%
FNBT
658
FineMark National Bank & Trust
Florida
$77K -$53.7K -1,780 -41%
MIC
659
MU Investments Company
Japan
$77K – – –
WRM
660
Westport Resources Management
Connecticut
$77K – – –
PAS
661
Partnervest Advisory Services
California
$76K +$9.03K +300 +13%
ATC
662
Adirondack Trust Company
New York
$75K – – –
KPCM
663
Kings Point Capital Management
New York
$75K +$15K +500 +25%
AFC
664
AFT Forsyth & Company
Florida
$74K – – –
WA
665
WFG Advisors
Texas
$72K – – –
DIA
666
Davidson Investment Advisors
Montana
$72K – – –
TCOV
667
Trust Company of Vermont
Vermont
$68K -$21K -703 -24%
RIA
668
Regal Investment Advisors
Michigan
$59K – – –
PTC
669
Private Trust Company
Ohio
$56K -$630 -21 -1%
MFS
670
MSI Financial Services
Massachusetts
$50K +$4.57K +151 +10%
Walleye Trading
671
Walleye Trading
New York
$48K -$3.25M -107,200 -99%
BC
672
Blackhill Capital
New Jersey
$48K – – –
FA
673
Financial Advantage
Maryland
$47K – – –
SNT
674
Security National Trust
West Virginia
$47K – – –
KTC
675
Kistler-Tiffany Companies
Pennsylvania
$46K +$7.81K +256 +20%
25 26
27
28 29