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Bank of New York Mellon
BK

Overview Fund Activity

872 hedge funds and large institutions have $37.4B invested in Bank of New York Mellon in 2014 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 270 increasing their positions, 312 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
872
Holders Change
+70
Holders Change %
+8.73%
% of All Funds
23.27%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.96%
New
111
Increased
270
Reduced
312
Closed
31
Calls
$119M
Puts
$130M
Net Calls
-$11.6M
Net Calls Change
-$3.33M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$327M
2
Fidelity International
Fidelity International
Bermuda
+$145M
3
IIM
Ivory Investment Management
New York
+$98.1M
4
Norges Bank
Norges Bank
Norway
+$81.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$61.3M

Top Sellers

1
SAM
Southeastern Asset Management
Tennessee
-$358M
2
DSA
Davis Selected Advisers
Arizona
-$285M
3
Morgan Stanley
Morgan Stanley
New York
-$229M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$198M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$77.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
676
Logan Capital Management
Pennsylvania
$310K – – –
SIG
677
Schaller Investment Group
North Carolina
$306K – – –
CCM
678
Compton Capital Management
Rhode Island
$305K -$30.6K -754 -9%
ACI
679
Alpha Cubed Investments
California
$303K -$8.11K -200 -3%
CT
680
Cambridge Trust
Massachusetts
$303K – – –
RFA
681
Reilly Financial Advisors
California
$301K – – –
VNB
682
Valley National Bancorp
New York
$296K +$122K +3,000 +70%
FMLI
683
Fukoku Mutual Life Insurance
Japan
$295K – – –
SRAM
684
Stone Ridge Asset Management
New York
$292K +$292K +7,200 New
OWD
685
Osborn Williams & Donohoe
Ohio
$291K – – –
WSCM
686
Wellington Shields Capital Management
New York
$289K – – –
DCM
687
Dupont Capital Management
Delaware
$288K – – –
CB
688
Community Bank
New York
$288K +$288K +7,110 New
BB
689
Busey Bank
Illinois
$287K -$3.69K -91 -1%
CL
690
Choreo LLC
Illinois
$283K – – –
JFA
691
JNBA Financial Advisors
Minnesota
$280K – – –
CC
692
Capital Counsel
New York
$280K – – –
OAM
693
Oberweis Asset Management
Illinois
$277K +$41 +1 +0%
FCBT
694
First Citizens Bank & Trust
North Carolina
$274K – – –
PCA
695
Peddock Capital Advisors
Massachusetts
$273K – – –
USGIU
696
U.S. Global Investors (USGI)
Texas
$268K +$268K +6,600 New
Koshinski Asset Management
697
Koshinski Asset Management
Illinois
$268K +$268K +6,601 New
SPC
698
Sigma Planning Corp
Michigan
$268K +$268K +6,613 New
W
699
Wealthfront
California
$267K -$12.9K -317 -5%
MC
700
Mathes Company
New York
$267K – – –
26 27
28
29 30