BK icon

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 %
MME
776
Meag Munich Ergo
Germany
$123K – – –
BWA
777
Burt Wealth Advisors
Maryland
$111K +$111K +2,744 New
KTC
778
Kistler-Tiffany Companies
Pennsylvania
$109K +$109K +2,691 New
FAM
779
Formidable Asset Management
Ohio
$107K – – –
MIC
780
MU Investments Company
Japan
$104K – – –
HI
781
Hudock Inc
Pennsylvania
$102K – – –
KPCM
782
Kings Point Capital Management
New York
$101K – – –
WA
783
WFG Advisors
Texas
$100K +$41 +1 +0%
PCTC
784
Perkins Coie Trust Company
Washington
$99K – – –
Fuller & Thaler Asset Management
785
Fuller & Thaler Asset Management
California
$93K -$218K -5,400 -70%
VIA
786
Vantage Investment Advisors
Pennsylvania
$92K – – –
TC
787
TradeLink Capital
Illinois
$90K +$90K +2,222 New
MCA
788
Mercer Capital Advisers
New Jersey
$89K +$89K +2,200 New
NSIM
789
North Star Investment Management
Illinois
$84K – – –
SM
790
Salzhauer Michael
$81K +$81K +2,000 New
CG
791
Colony Group
Massachusetts
$80K +$3.07K +76 +4%
BAM
792
Brave Asset Management
New Jersey
$77K – – –
LWA
793
Lenox Wealth Advisors
New York
$77K – – –
WF
794
WealthTrust Fairport
Ohio
$73K +$73K +1,793 New
KT
795
Kanaly Trust
Texas
$72K +$694 +17 +1%
BC
796
Blackhill Capital
New Jersey
$65K – – –
ASN
797
Advisory Services Network
Georgia
$64K +$64K +1,714 New
VFA
798
Virtus Fund Advisers
Connecticut
$63K – – –
SNT
799
Security National Trust
West Virginia
$63K +$5.03K +125 +9%
FA
800
Financial Advantage
Maryland
$58K -$4.96K -122 -8%
30 31
32
33 34