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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.

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
1
Marcato Capital Management
California
$688M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$648M
3
TFM
3
Trian Fund Management
New York
$1.12B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$397M
5
BA
5
BlackRock Advisors
Delaware
$73.9M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$640M
2
CS
2
Credit Suisse
Switzerland
$101M
3
SOMRS
3
State of Michigan Retirement System
Michigan
$18M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.33B
5
DSA
5
Davis Selected Advisers
Arizona
$2.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
IRF
201
IBM Retirement Fund
New York
$11M -$328K -8,452 -3%
EIM
202
ExxonMobil Investment Management
Texas
$10.7M -$498K -12,846 -4%
HCM
203
Highbridge Capital Management
New York
$10.7M +$10.7M +277,043 New
MBI
204
Montrusco Bolton Investments
Quebec, Canada
$10.6M -$2.92M -75,295 -22%
RCYC
205
Richard C. Young & Co
Rhode Island
$10.4M -$162K -4,170 -2%
Calamos Advisors
206
Calamos Advisors
Illinois
$9.93M – – –
JPMPWA
207
J.P. Morgan Private Wealth Advisors
California
$9.9M +$1.01M +26,010 +11%
HCM
208
Hutchinson Capital Management
California
$9.74M -$549K -14,175 -5%
ANI
209
American National Insurance
Texas
$9.73M – – –
LOAMS
210
Lombard Odier Asset Management (Switzerland)
Switzerland
$9.63M +$9.05M +232,957 +1,571%
BUB
211
BBVA USA Bancshares
Texas
$9.42M +$650K +16,775 +7%
MRCM
212
M&R Capital Management
New Jersey
$9.12M -$390K -10,068 -4%
WCMN
213
Westchester Capital Management (Nebraska)
Nebraska
$8.94M -$36.8K -950 -0.4%
BAM
214
Barrett Asset Management
New York
$8.77M -$77.5K -2,000 -0.9%
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$8.75M +$2.17K +56 +0%
ACM
216
Apex Capital Management
Ohio
$8.51M +$315K +8,125 +4%
SPC
217
Stewart & Patten Company
California
$8.43M +$71.1K +1,837 +0.9%
OCM
218
Olstein Capital Management
New York
$8.25M – – –
CCA
219
Cobblestone Capital Advisors
New York
$8.11M -$37.9K -978 -0.5%
AIM
220
Artemis Investment Management
United Kingdom
$8.11M +$8.11M +209,348 New
COPPSERS
221
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.04M -$51.6K -1,331 -0.6%
MIH
222
Madison Investment Holdings
Wisconsin
$7.84M -$12.9M -332,601 -62%
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
$7.76M -$4.55M -117,588 -37%
KJHP
224
K.J. Harrison & Partners
Ontario, Canada
$7.72M – – –
URS
225
Utah Retirement Systems
Utah
$7.64M -$19.4K -500 -0.3%
7 8
9
10 11