BK icon

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 Market Value Shares Shares
Change 		Shares
Change %
Dodge & Cox
1
Dodge & Cox
California
$2.6B 67,150,764 -474,110 -0.7%
DSA
2
Davis Selected Advisers
Arizona
$2.4B 61,887,826 -4,546,479 -7%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.33B 60,267,197 -7,914,391 -12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.17B 55,908,479 +770,406 +1%
State Street
5
State Street
Massachusetts
$2.01B 51,804,493 +1,473,054 +3%
BIT
6
BlackRock Institutional Trust
California
$1.13B 29,272,906 -92,855 -0.3%
TFM
7
Trian Fund Management
New York
$1.12B 28,897,639 +9,786,796 +51%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$1.07B 27,718,354 +547,103 +2%
Berkshire Hathaway
9
Berkshire Hathaway
Nebraska
$905M 23,377,603 -1,275,233 -5%
FMI
10
Fiduciary Management Inc
Wisconsin
$859M 22,166,420 -686,511 -3%
LP
11
Longview Partners
Guernsey
$770M 19,875,503 -325,371 -2%
MCM
12
Marcato Capital Management
California
$688M 17,767,368 +17,767,368 New
Viking Global Investors
13
Viking Global Investors
Connecticut
$648M 16,735,985 +16,735,985 New
SAM
14
Southeastern Asset Management
Tennessee
$640M 16,535,281 -18,010,858 -52%
Artisan Partners
15
Artisan Partners
Wisconsin
$597M 15,412,675 -1,343,110 -8%
Northern Trust
16
Northern Trust
Illinois
$573M 14,795,113 -634,479 -4%
MAM
17
Magellan Asset Management
Australia
$568M 14,666,151 -4,287,230 -23%
Harris Associates
18
Harris Associates
Illinois
$534M 13,789,911 +134,800 +1%
Macquarie Group
19
Macquarie Group
Australia
$503M 12,977,790 +365,447 +3%
Invesco
20
Invesco
Georgia
$433M 11,181,683 -3,131,965 -22%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$432M 11,141,652 -28,827 -0.3%
BFA
22
BlackRock Fund Advisors
California
$430M 11,097,056 +236,537 +2%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$397M 10,238,611 +8,041,737 +366%
Morgan Stanley
24
Morgan Stanley
New York
$355M 9,171,996 -637,440 -6%
CA
25
Cortland Advisers
Delaware
$351M 9,050,000 – –
1
2 3 4 5