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Bank of New York Mellon
BK

Overview Fund Activity

765 hedge funds and large institutions have $33.2B invested in Bank of New York Mellon in 2014 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 220 increasing their positions, 338 reducing their positions, and 45 closing their positions.

Holders
765
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
22.11%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
1.07%
New
58
Increased
220
Reduced
338
Closed
45
Calls
$136M
Puts
$95.8M
Net Calls
+$40.1M
Net Calls Change
+$56.5M

Top Buyers

1
TFM
1
Trian Fund Management
New York
$329M
2
Morgan Stanley
2
Morgan Stanley
New York
$334M
3
CS
3
Credit Suisse
Switzerland
$298M
4
Dodge & Cox
4
Dodge & Cox
California
$2.22B
5
Harris Associates
5
Harris Associates
Illinois
$454M

Top Sellers

1
DSA
1
Davis Selected Advisers
Arizona
$2.51B
2
CI Investments Inc
2
CI Investments Inc
Ontario, Canada
$300M
3
SAM
3
Southeastern Asset Management
Tennessee
$1.29B
4
BA
4
BlackRock Advisors
Delaware
$3.86M
5
TAM
5
Third Avenue Management
New York
$187M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
201
First Trust Advisors
Illinois
$9.9M 280,610 +36,935 +15%
RCYC
202
Richard C. Young & Co
Rhode Island
$9.81M 278,039 -9,330 -3%
AG
203
Aperio Group
California
$9.38M 265,749 +265,749 New
Royal London Asset Management
204
Royal London Asset Management
United Kingdom
$9.33M 268,121 -6,755 -2%
PI
205
Putnam Investments
Massachusetts
$9.13M 258,823 +43,301 +20%
ANI
206
American National Insurance
Texas
$8.87M 251,207 – –
Susquehanna International Group
207
Susquehanna International Group
Pennsylvania
$8.84M 250,600 -179,407 -42%
Grantham, Mayo, Van Otterloo & Co (GMO)
208
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.82M 250,000 -27,330 -10%
MRCM
209
M&R Capital Management
New Jersey
$8.76M 248,329 +17,709 +8%
Calamos Advisors
210
Calamos Advisors
Illinois
$8.51M 241,000 – –
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$8.33M 236,008 -15,008 -6%
WCMN
212
Westchester Capital Management (Nebraska)
Nebraska
$8.2M 232,347 +225 +0.1%
BAM
213
Barrett Asset Management
New York
$8.07M 228,521 – –
Financial Engines Advisors
214
Financial Engines Advisors
California
$7.93M 224,637 -6,688 -3%
BUB
215
BBVA USA Bancshares
Texas
$7.82M 221,649 -28,856 -12%
ACM
216
Apex Capital Management
Ohio
$7.78M 220,553 +1,325 +0.6%
JPMPWA
217
J.P. Morgan Private Wealth Advisors
California
$7.69M 217,866 +8,724 +4%
COPPSERS
218
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.67M 217,465 -1,751 -0.8%
Nomura Holdings
219
Nomura Holdings
Japan
$7.63M 217,907 +136,823 +169%
1IC
220
1919 Investment Counsel
Maryland
$7.61M 215,572 -6,837 -3%
SPC
221
Stewart & Patten Company
California
$7.58M 214,828 +4,100 +2%
OCM
222
Olstein Capital Management
New York
$7.52M 213,000 +108,000 +103%
Mitsubishi UFJ Asset Management
223
Mitsubishi UFJ Asset Management
Japan
$7.37M 208,943 -3,310 -2%
CCA
224
Cobblestone Capital Advisors
New York
$7.36M 208,633 +1,709 +0.8%
URS
225
Utah Retirement Systems
Utah
$7.35M 208,400 +1,500 +0.7%
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