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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
$379M
2
SOMRS
State of Michigan Retirement System
Michigan
$317M
3
LP
Longview Partners
Guernsey
$693M
4
MAM
Magellan Asset Management
Australia
$608M
5
VVP
Vulcan Value Partners
Alabama
$189M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$57.6M
2
DSA
Davis Selected Advisers
Arizona
$2.91B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$37.1M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$429M
5
Citadel Advisors
Citadel Advisors
Florida
$653K
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
676
Delta Asset Management
Tennessee
$169K -$3.83K -110 -2%
PI
677
PineBridge Investments
New York
$150K -$11.7M -333,758 -99%
JFGIW
678
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$146K -$16.3K -466 -10%
MWP
679
MYCIO Wealth Partners
Pennsylvania
$146K +$140 +4 +0.1%
CAL
680
Capital Analysts LLC
Pennsylvania
$140K – – –
MFS
681
MSI Financial Services
Massachusetts
$139K +$81.4K +2,334 +141%
HDIM
682
Hanson & Doremus Investment Management
Vermont
$136K – – –
FBT
683
Founders Bank & Trust
Michigan
$111K – – –
WA
684
Waverly Advisors
Alabama
$111K – – –
CFG
685
CKW Financial Group
Hawaii
$98K +$98K +2,800 New
MCM
686
Manchester Capital Management
Vermont
$97K – – –
WRM
687
Westport Resources Management
Connecticut
$89K – – –
PAS
688
Partnervest Advisory Services
California
$88K – – –
HI
689
Hudock Inc
Pennsylvania
$88K +$58.1K +1,653 +194%
KPCM
690
Kings Point Capital Management
New York
$87K – – –
MIC
691
MU Investments Company
Japan
$87K – – –
PCTC
692
Perkins Coie Trust Company
Washington
$85K +$85K +2,432 New
FAM
693
Formidable Asset Management
Ohio
$84K -$3.98K -125 -5%
DIA
694
Davidson Investment Advisors
Montana
$84K – – –
WA
695
WFG Advisors
Texas
$83K +$70 +2 +0.1%
FFC
696
First Financial Corp
Indiana
$81K -$16.4K -471 -17%
FNBT
697
FineMark National Bank & Trust
Florida
$81K -$7.83K -225 -9%
VIA
698
Vantage Investment Advisors
Pennsylvania
$79K +$79K +2,264 New
TCOV
699
Trust Company of Vermont
Vermont
$77K -$2.8K -80 -4%
CFN
700
Cordasco Financial Network
Florida
$74K +$74K +2,120 New
26 27
28
29 30