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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 %
SFP
776
Santa Fe Partners
New Mexico
– -$669K -22,170 Closed
T
777
TradeWorx
New Jersey
– -$618K -20,470 Closed
Connor, Clark & Lunn Investment Management (CC&L)
778
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$551K -17,750 Closed
JCG
779
JHL Capital Group
Illinois
– -$453K -15,000 Closed
NI
780
Numeric Investors
Massachusetts
– -$411K -13,600 Closed
FMC
781
First Merchants Corp
Indiana
– -$357K -11,815 Closed
SIC
782
Sigma Investment Counselors
Michigan
– -$332K -11,000 Closed
VC
783
Vestor Capital
Illinois
– -$319K -10,555 Closed
GLA
784
Great Lakes Advisors
Illinois
– -$304K -10,058 Closed
Verition Fund Management
785
Verition Fund Management
Connecticut
– -$296K -9,790 Closed
AR
786
Advisory Research
Illinois
– -$259K -8,574 Closed
BCM
787
Bluefin Capital Management
New York
– -$200K -8,222 Closed
VAM
788
Visium Asset Management
New York
– -$236K -7,809 Closed
PP
789
Palladium Partners
Virginia
– -$129K -4,273 Closed
MS
790
Madison Scottsdale
Arizona
– -$121K -4,000 Closed
Jones Financial Companies
791
Jones Financial Companies
Missouri
– -$111K -3,658 Closed
NYLT
792
New York Life Trust
New York
– -$78K -2,580 Closed
FANJ
793
Financial Architects (New Jersey)
New Jersey
– -$32K -1,065 Closed
Parallax Volatility Advisers
794
Parallax Volatility Advisers
California
– -$29K -953 Closed
OFS
795
Orrstown Financial Services
Pennsylvania
– -$28K -916 Closed
ITIM
796
Indiana Trust & Investment Management
Indiana
– -$15K -500 Closed
PFO
797
Pathstone Family Office
New Jersey
– -$6K -205 Closed
GI
798
Gradient Investments
Minnesota
– -$2K -70 Closed
TIM
799
Tortoise Investment Management
New York
– -$2K -60 Closed
LTI
800
Laffer Tengler Investments
Tennessee
– -$5.19M – –
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