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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
$1.12B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$397M
5
BA
BlackRock Advisors
Delaware
$73.9M

Top Sellers

1
SAM
Southeastern Asset Management
Tennessee
$640M
2
CS
Credit Suisse
Switzerland
$101M
3
SOMRS
State of Michigan Retirement System
Michigan
$18M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.33B
5
DSA
Davis Selected Advisers
Arizona
$2.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
PSI
776
Pinnacle Summer Investments
Virginia
$19K – – –
TCM
777
Tradewinds Capital Management
Washington
$19K – – –
LNB
778
Ledyard National Bank
$16K +$4.19K +110 +35%
PMFA
779
Plante Moran Financial Advisors
Michigan
$13K – – –
MPWT
780
MassMutual Private Wealth & Trust
Connecticut
$12.7K +$12.7K +328 New
CCS
781
Crosspoint Capital Strategies
California
$12K – – –
PIA
782
Peachtree Investment Advisors
Georgia
$12K +$12K +300 New
RAM
783
Riggs Asset Management
Pennsylvania
$11K +$11K +283 New
TFO
784
Tarbox Family Office
California
$10K +$1.9K +48 +23%
WAM
785
Wallington Asset Management
Indiana
$9K – – –
GGPS
786
Gary Goldberg Planning Services
New York
$9K +$9K +235 New
HCM
787
Horrell Capital Management
Arkansas
$8K – – –
WA
788
WealthTrust-Arizona
Arizona
$8K – – –
CBT
789
Central Bank & Trust
Kentucky
$8K – – –
MUMSS
790
Mitsubishi UFJ Morgan Stanley Securities
Japan
$8K +$3.05K +80 +62%
OCM
791
One Capital Management
California
$8K +$8K +214 New
M
792
MOTCO
Texas
$5K – – –
UB
793
UMB Bank
Missouri
$4.76K +$4.76K +122,812 New
Group One Trading
794
Group One Trading
Illinois
$4K -$4K -100 -50%
RFS
795
Rockefeller Financial Services
New York
$4K – – –
TWA
796
TCI Wealth Advisors
Arizona
$4K – – –
HFM
797
Hartford Financial Management
Connecticut
$3K – – –
DSC
798
Duncker Streett & Co
Missouri
$3K – – –
WA
799
Winfield Associates
Ohio
$2K – – –
VAM
800
Visionary Asset Management
Texas
$2K +$2K +59 New
30 31
32
33 34