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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 %
SNT
751
Security National Trust
West Virginia
$56K – – –
FCCM
752
First City Capital Management
Georgia
$54.2K – – –
RA
753
Royce & Associates
New York
$53K – – –
ATC
754
Adirondack Trust Company
New York
$51K +$8.85K +230 +21%
LWM
755
LBA Wealth Management
Florida
$50K +$18.1K +471 +57%
FNBSF
756
First National Bank Sioux Falls
South Dakota
$49K – – –
IMS
757
Index Management Solutions
Pennsylvania
$45K +$6.18K +161 +16%
Manulife (Manufacturers Life Insurance)
758
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44.6K -$661 -17,080 -1%
FFC
759
First Financial Corp
Indiana
$44K – – –
WTB
760
Washington Trust Bank
Washington
$43K – – –
LWCFA
761
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43K – – –
WA
762
Waverly Advisors
Alabama
$42K -$5.83K -149 -12%
WRM
763
Westport Resources Management
Connecticut
$42K – – –
AP
764
Atwood & Palmer
Missouri
$39K – – –
LFR
765
Lehman Financial Resources
Pennsylvania
$39K – – –
CFN
766
Cordasco Financial Network
Florida
$38K – – –
EFSCE
767
Enterprise Financial Services Corp (EFSC)
Missouri
$36K -$4.04K -104 -10%
BL
768
BCWM LLC
Kansas
$34.2K -$17 -43 -0%
FMB
769
Field & Main Bank
Kentucky
$33K +$15.5K +400 +89%
FAM
770
Fred Alger Management
New York
$32K +$5.7K +147 +22%
HCC
771
Hirtle Callaghan & Co
Pennsylvania
$31K – – –
HRIA
772
Haberer Registered Investment Advisor
Ohio
$30K – – –
SSB
773
Sandy Spring Bank
Maryland
$29K +$29K +751 New
GAM
774
Gemmer Asset Management
California
$24K – – –
ZTNA
775
Zions Trust National Association
Utah
$22K -$3.89K -100 -15%
29 30
31
32 33