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Bank of New York Mellon
BK

Overview Fund Activity

760 hedge funds and large institutions have $32.7B invested in Bank of New York Mellon in 2013 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 213 increasing their positions, 321 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+42
Holders Change %
+5.85%
% of All Funds
22.07%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.99%
New
88
Increased
213
Reduced
321
Closed
39
Calls
$91.3M
Puts
$108M
Net Calls
-$16.3M
Net Calls Change
-$5.95M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$192M
2
SOMRS
State of Michigan Retirement System
Michigan
+$155M
3
LP
Longview Partners
Guernsey
+$59.4M
4
MAM
Magellan Asset Management
Australia
+$50.1M
5
VVP
Vulcan Value Partners
Alabama
+$45.1M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$122M
2
DSA
Davis Selected Advisers
Arizona
-$111M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$79.4M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$73.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$71.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
651
Mathes Company
New York
$230K +$230K +6,573 New
CAM
652
Chesapeake Asset Management
New York
$229K -$4.94K -141 -2%
AW
653
Alpha Windward
Massachusetts
$229K -$3.95K -113 -2%
GLI
654
Guardian Life Insurance
New York
$227K -$262K -7,480 -54%
CCFCSB
655
Cape Cod Five Cents Savings Bank
Massachusetts
$224K +$224K +6,413 New
KB
656
Kimelman & Baird
New York
$223K +$223K +6,376 New
OAM
657
Oberweis Asset Management
Illinois
$222K +$222K +6,358 New
IPRC
658
Indices-Pac Research Corporation
New Jersey
$222K +$222K +6,366 New
AI
659
Accredited Investors
Minnesota
$220K -$228K -6,500 -51%
BAS
660
Brown Advisory Securities
Maryland
$217K +$217K +6,155 New
HSA
661
HBK Sorce Advisory
Pennsylvania
$217K +$217K +6,210 New
GD
662
Grandfield & Dodd
New York
$215K -$90.5K -2,592 -30%
FBC
663
Fairfield, Bush & Co
Connecticut
$215K – – –
PGIM
664
Pacific Global Investment Management
California
$214K +$214K +6,118 New
BE
665
Bonness Enterprises
District of Columbia
$211K +$211K +6,037 New
SCM
666
Schnieders Capital Management
California
$210K +$210K +6,000 New
Diamond Hill Capital Management
667
Diamond Hill Capital Management
Ohio
$205K +$205K +5,869 New
BPM
668
Bowling Portfolio Management
Ohio
$205K +$205K +5,874 New
BB
669
Busey Bank
Illinois
$205K +$205K +5,876 New
CM
670
Churchill Management
California
$204K +$204K +5,828 New
WA
671
WealthTrust Axiom
Pennsylvania
$202K +$202K +5,788 New
GT
672
Greenleaf Trust
Michigan
$200K -$71.7K -2,054 -26%
CAW
673
Cornerstone Advisors (Washington)
Washington
$196K +$454 +13 +0.2%
SAMC
674
Shinko Asset Management Company
Japan
$176K -$23.6K -675 -12%
FMII
675
Farmers & Merchants Investments Inc
Nebraska
$174K – – –
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27
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