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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 %
DSA
1
Davis Selected Advisers
Arizona
$2.51B 71,031,905 -12,291,333 -15%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$2.4B 68,095,548 +358,165 +0.5%
Dodge & Cox
3
Dodge & Cox
California
$2.22B 62,794,463 +4,826,739 +8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.89B 53,662,763 +676,113 +1%
State Street
5
State Street
Massachusetts
$1.78B 50,462,220 -1,603,354 -3%
SAM
6
Southeastern Asset Management
Tennessee
$1.29B 36,567,504 -2,802,151 -7%
BIT
7
BlackRock Institutional Trust
California
$1.04B 29,423,306 -163,048 -0.6%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$953M 27,018,445 +1,574,502 +6%
Berkshire Hathaway
9
Berkshire Hathaway
Nebraska
$870M 24,652,836 – –
FMI
10
Fiduciary Management Inc
Wisconsin
$823M 23,333,190 -629,589 -3%
LP
11
Longview Partners
Guernsey
$727M 20,609,324 +783,196 +4%
MAM
12
Magellan Asset Management
Australia
$652M 18,474,543 +1,062,018 +6%
Artisan Partners
13
Artisan Partners
Wisconsin
$578M 16,371,464 +289,815 +2%
Northern Trust
14
Northern Trust
Illinois
$537M 15,206,955 -468,337 -3%
Invesco
15
Invesco
Georgia
$521M 14,771,937 -212,280 -1%
Harris Associates
16
Harris Associates
Illinois
$454M 12,877,811 +2,017,900 +19%
Macquarie Group
17
Macquarie Group
Australia
$441M 12,510,631 +510,279 +4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$377M 10,687,666 -79,131 -0.7%
BFA
19
BlackRock Fund Advisors
California
$374M 10,611,149 +74,464 +0.7%
SOMRS
20
State of Michigan Retirement System
Michigan
$361M 10,236,232 +1,166,300 +13%
Morgan Stanley
21
Morgan Stanley
New York
$334M 9,465,202 +6,861,814 +264%
TFM
22
Trian Fund Management
New York
$329M 9,330,230 +9,330,230 New
CA
23
Cortland Advisers
Delaware
$319M 9,050,000 – –
Geode Capital Management
24
Geode Capital Management
Massachusetts
$306M 8,680,172 +31,753 +0.4%
CI Investments Inc
25
CI Investments Inc
Ontario, Canada
$300M 8,497,000 -3,779,700 -31%
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