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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 %
GIM
751
Grassi Investment Management
California
$205K +$205K +5,050 New
RBC
752
Ronald Blue & Co
Georgia
$203K -$39.9K -982 -16%
FCI
753
Financial Counselors Inc
Kansas
$202K -$13K -320 -6%
BAS
754
Brown Advisory Securities
Maryland
$202K +$202K +4,999 New
SCM
755
Salem Capital Management
Massachusetts
$201K -$11.5K -283 -5%
OCM
756
Oakwood Capital Management
California
$200K +$200K +4,932 New
ATC
757
Argent Trust Company
Louisiana
$200K +$200K +4,938 New
PHK
758
Point72 Hong Kong
Hong Kong
$199K +$110K +2,705 +124%
FMII
759
Farmers & Merchants Investments Inc
Nebraska
$198K – – –
FWM
760
Focused Wealth Management
New York
$188K +$407 +10 +0.2%
IMAS
761
ID Management A/S
Denmark
$179K +$179K +4,400 New
MFS
762
MSI Financial Services
Massachusetts
$177K +$41 +1 +0%
NYLT
763
New York Life Trust
New York
$175K +$11.2K +276 +7%
HDIM
764
Hanson & Doremus Investment Management
Vermont
$166K – – –
TRCT
765
Tower Research Capital (TRC)
New York
$159K -$848K -20,834 -84%
SAMC
766
Shinko Asset Management Company
Japan
$156K -$20.3K -500 -11%
TCM
767
TD Capital Management
Tennessee
$155K – – –
SC
768
SRB Corp
Massachusetts
$150K +$5.6K +138 +4%
FBT
769
Founders Bank & Trust
Michigan
$146K – – –
TCOV
770
Trust Company of Vermont
Vermont
$144K +$3.24K +80 +2%
MCM
771
Manchester Capital Management
Vermont
$131K – – –
CFG
772
CKW Financial Group
Hawaii
$130K – – –
MWP
773
MYCIO Wealth Partners
Pennsylvania
$126K – – –
Twin Tree Management
774
Twin Tree Management
Texas
$125K +$125K +3,071 New
FANJ
775
Financial Architects (New Jersey)
New Jersey
$123K -$187K -4,602 -60%
29 30
31
32 33