BK icon

Bank of New York Mellon
BK

Overview Fund Activity

802 hedge funds and large institutions have $36.1B invested in Bank of New York Mellon in 2014 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 232 increasing their positions, 337 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
802
Holders Change
+36
Holders Change %
+4.7%
% of All Funds
23.29%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
1.05%
New
79
Increased
232
Reduced
337
Closed
38
Calls
$94M
Puts
$102M
Net Calls
-$8.26M
Net Calls Change
-$31.7M

Top Buyers

1
MCM
Marcato Capital Management
California
+$688M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$648M
3
TFM
Trian Fund Management
New York
+$379M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$311M
5
BA
BlackRock Advisors
Delaware
+$70M

Top Sellers

1
SAM
Southeastern Asset Management
Tennessee
-$698M
2
CS
Credit Suisse
Switzerland
-$518M
3
SOMRS
State of Michigan Retirement System
Michigan
-$332M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$307M
5
DSA
Davis Selected Advisers
Arizona
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
UAS
701
United Asset Strategies
New York
$206K +$206K +5,325 New
RCM
702
Reynolds Capital Management
Nevada
$205K -$54.2K -1,400 -21%
GC
703
Grimes & Company
Massachusetts
$204K +$204K +5,270 New
SCM
704
Salem Capital Management
Massachusetts
$202K +$202K +5,226 New
IIM
705
Ironwood Investment Management
Massachusetts
$201K -$53.2K -1,375 -21%
BT
706
Beacon Trust
New Jersey
$201K +$201K +5,188 New
FSC
707
Fiduciary Services Corp
Georgia
$200K +$200K +5,165 New
FMII
708
Farmers & Merchants Investments Inc
Nebraska
$189K +$15.8K +407 +9%
DAM
709
Delta Asset Management
Tennessee
$188K – – –
LBG
710
Lloyds Banking Group
United Kingdom
$182K -$145K -3,739 -44%
FWM
711
Focused Wealth Management
New York
$179K +$388 +10 +0.2%
FANJ
712
Financial Architects (New Jersey)
New Jersey
$177K +$143K +6,161 +421%
MFS
713
MSI Financial Services
Massachusetts
$169K +$16.6K +428 +11%
SAMC
714
Shinko Asset Management Company
Japan
$168K -$11.6K -300 -6%
VNB
715
Valley National Bancorp
New York
$167K +$19.4K +500 +13%
HDIM
716
Hanson & Doremus Investment Management
Vermont
$158K +$7.27K +188 +5%
NYLT
717
New York Life Trust
New York
$157K +$157K +4,045 New
MAM
718
Mizuho Asset Management
Japan
$150K -$29.3K -754 -16%
TCM
719
TD Capital Management
Tennessee
$148K +$118K +3,032 +385%
IGIM
720
I.G. Investment Management
Manitoba, Canada
$141K +$141K +3,650 New
FBT
721
Founders Bank & Trust
Michigan
$139K – – –
SC
722
SRB Corp
Massachusetts
$138K +$138K +3,556 New
TCOV
723
Trust Company of Vermont
Vermont
$135K +$26.8K +690 +25%
QBFM
724
QS Batterymarch Financial Management
New York
$133K +$19.1K +490 +17%
MCM
725
Manchester Capital Management
Vermont
$125K – – –
27 28
29
30 31