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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 %
CFG
726
CKW Financial Group
Hawaii
$124K -$3.88K -100 -3%
MWP
727
MYCIO Wealth Partners
Pennsylvania
$120K -$41.6K -1,075 -26%
MME
728
Meag Munich Ergo
Germany
$116K +$116K +3,000 New
NIM
729
NuWave Investment Management
New Jersey
$109K +$101K +2,611 +1,286%
FAM
730
Formidable Asset Management
Ohio
$102K – – –
MIC
731
MU Investments Company
Japan
$98K – – –
KPCM
732
Kings Point Capital Management
New York
$97K -$9.12K -235 -9%
HI
733
Hudock Inc
Pennsylvania
$97K – – –
WA
734
WFG Advisors
Texas
$95K -$75.2K -1,949 -44%
PCTC
735
Perkins Coie Trust Company
Washington
$94K – – –
VIA
736
Vantage Investment Advisors
Pennsylvania
$88K – – –
PHK
737
Point72 Hong Kong
Hong Kong
$85K +$85K +2,189 New
NSIM
738
North Star Investment Management
Illinois
$80K – – –
RIA
739
Regal Investment Advisors
Michigan
$79K -$17.3K -450 -18%
CG
740
Colony Group
Massachusetts
$74K – – –
GSC
741
Ground Swell Capital
South Carolina
$74K +$74K +1,908 New
BAM
742
Brave Asset Management
New Jersey
$73K – – –
LWA
743
Lenox Wealth Advisors
New York
$73K – – –
DIA
744
Davidson Investment Advisors
Montana
$72K +$72K +2,416 New
KT
745
Kanaly Trust
Texas
$68K – – –
BC
746
Blackhill Capital
New Jersey
$62K – – –
VFA
747
Virtus Fund Advisers
Connecticut
$60K -$391K -10,079 -87%
FA
748
Financial Advantage
Maryland
$60K – – –
PTC
749
Private Trust Company
Ohio
$58K -$10.8K -279 -16%
NES
750
New England Securities
New York
$58K – – –
28 29
30
31 32