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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 %
NES
801
New England Securities
New York
$57K -$3.22K -80 -5%
FCCM
802
First City Capital Management
Georgia
$56.8K – – –
RA
803
Royce & Associates
New York
$55K – – –
ATC
804
Adirondack Trust Company
New York
$54K – – –
FNBSF
805
First National Bank Sioux Falls
South Dakota
$52K – – –
BKA
806
Brick & Kyle Associates
Pennsylvania
$51K +$51K +1,260 New
Manulife (Manufacturers Life Insurance)
807
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48.1K +$1.44K +35,606 +3%
FFC
808
First Financial Corp
Indiana
$46K – – –
WTB
809
Washington Trust Bank
Washington
$45K – – –
WRM
810
Westport Resources Management
Connecticut
$45K – – –
LWCFA
811
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45K – – –
AP
812
Atwood & Palmer
Missouri
$41K – – –
LFR
813
Lehman Financial Resources
Pennsylvania
$41K – – –
FNYS
814
First New York Securities
New York
$40.6K +$40.6K +1,000 New
CFA
815
CT Financial Advisors
Pennsylvania
$39.8K +$39.8K +982 New
EFSCE
816
Enterprise Financial Services Corp (EFSC)
Missouri
$38K – – –
WA
817
Waverly Advisors
Alabama
$37K -$6.01K -150 -14%
KLWA
818
Kelly Lawrence W & Associates
California
$37K +$37K +900 New
FAM
819
Fred Alger Management
New York
$35K +$1.38K +34 +4%
LWM
820
LBA Wealth Management
Florida
$34K -$19.3K -471 -36%
HCC
821
Hirtle Callaghan & Co
Pennsylvania
$32K – – –
HRIA
822
Haberer Registered Investment Advisor
Ohio
$31K – – –
SSB
823
Sandy Spring Bank
Maryland
$30K -$821 -20 -3%
RIA
824
Regal Investment Advisors
Michigan
$26K -$56K -1,400 -68%
FMB
825
Field & Main Bank
Kentucky
$26K -$8K -200 -24%
31 32
33
34 35