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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 %
GAM
826
Gemmer Asset Management
California
$25K – – –
CWM
827
Catamount Wealth Management
Connecticut
$24K +$24K +595 New
ZTNA
828
Zions Trust National Association
Utah
$23K – – –
TDC
829
Thompson Davis & Co
Virginia
$21K -$581K -14,379 -97%
PSI
830
Pinnacle Summer Investments
Virginia
$20K – – –
TCM
831
Tradewinds Capital Management
Washington
$20K – – –
RA
832
Rational Advisors
New York
$19K +$19K +460 New
HMS
833
Hanseatic Management Services
New Mexico
$18K -$459K -11,354 -96%
LNB
834
Ledyard National Bank
$17K – – –
VNA
835
Valley National Advisers
Pennsylvania
$17K +$17K +497 New
GWS
836
Glassman Wealth Services
Virginia
$15K +$15K +375 New
PMFA
837
Plante Moran Financial Advisors
Michigan
$14K – – –
IC
838
Intersect Capital
California
$14K +$14K +350 New
MPWT
839
MassMutual Private Wealth & Trust
Connecticut
$13.3K – – –
RFS
840
Rockefeller Financial Services
New York
$13K +$9.06K +230 +230%
CHP
841
Cable Hill Partners
Oregon
$13K +$13K +329 New
PIA
842
Peachtree Investment Advisors
Georgia
$12K – – –
CCS
843
Crosspoint Capital Strategies
California
$12K – – –
AIM
844
Advantage Investment Management
Iowa
$12K +$12K +300 New
SIA
845
Stancorp Investment Advisers
Oregon
$12K +$12K +300 New
RAM
846
Riggs Asset Management
Pennsylvania
$11K – – –
TFO
847
Tarbox Family Office
California
$11K +$538 +13 +5%
GGPS
848
Gary Goldberg Planning Services
New York
$10K – – –
WAM
849
Wallington Asset Management
Indiana
$10K – – –
RMAM
850
Raab & Moskowitz Asset Management
New Jersey
$10K +$10K +250 New
32 33
34
35 36