BK icon

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 %
SM
701
Salzhauer Michael
$70K +$70K +2,000 New
RIA
702
Regal Investment Advisors
Michigan
$68K – – –
PTC
703
Private Trust Company
Ohio
$68K +$2.52K +72 +4%
ATC
704
Adirondack Trust Company
New York
$66K -$20.8K -596 -24%
BAM
705
Brave Asset Management
New Jersey
$66K +$66K +1,886 New
LWA
706
Lenox Wealth Advisors
New York
$66K +$66K +1,886 New
CG
707
Colony Group
Massachusetts
$66K +$66K +1,902 New
KT
708
Kanaly Trust
Texas
$59K +$59K +1,700 New
BC
709
Blackhill Capital
New Jersey
$56K – – –
NES
710
New England Securities
New York
$56K +$6.93K +200 +14%
ASN
711
Advisory Services Network
Georgia
$56K +$56K +1,617 New
SNT
712
Security National Trust
West Virginia
$54K – – –
FA
713
Financial Advantage
Maryland
$54K – – –
IMS
714
Index Management Solutions
Pennsylvania
$54K +$6.79K +193 +14%
KTC
715
Kistler-Tiffany Companies
Pennsylvania
$53K +$245 +7 +0.5%
Carson Wealth (CWM LLC)
716
Carson Wealth (CWM LLC)
Nebraska
$53K +$24.3K +712 +84%
HR
717
Howe & Rusling
New York
$52K – – –
RA
718
Royce & Associates
New York
$48K – – –
FNBSF
719
First National Bank Sioux Falls
South Dakota
$47K – – –
WCM
720
Windsor Capital Management
Arizona
$40K – – –
Manulife (Manufacturers Life Insurance)
721
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.1K -$4.26K -121,858 -10%
LWM
722
LBA Wealth Management
Florida
$39K +$39K +1,109 New
LWCFA
723
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38K – – –
LFR
724
Lehman Financial Resources
Pennsylvania
$35K – – –
HFM
725
Hartford Financial Management
Connecticut
$34K – – –
27 28
29
30 31