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Bank of New York Mellon

1,240 hedge funds and large institutions have $37.5B invested in Bank of New York Mellon in 2024 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 446 increasing their positions, 448 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,240
Holders Change
-3
Holders Change %
-0.24%
% of All Funds
18.03%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.32%
New
104
Increased
446
Reduced
448
Closed
90
Calls
$205M
Puts
$164M
Net Calls
+$40.9M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SIS
376
Sound Income Strategies
Florida
$3.15M +$249K +4,165 +9%
CL
377
Choreo LLC
Illinois
$3.14M +$2.41M +40,045 +328%
PAG
378
Private Advisor Group
New Jersey
$3.09M +$48.8K +814 +2%
CWM
379
Congress Wealth Management
Massachusetts
$3.04M +$3.04M +50,762 New
CIC
380
Chase Investment Counsel
Virginia
$2.99M +$2.99M +49,972 New
PCM
381
Poehling Capital Management
Wisconsin
$2.99M -$107K -1,783 -3%
MGP
382
Metis Global Partners
California
$2.98M +$144K +2,398 +5%
Wealthfront Advisers
383
Wealthfront Advisers
California
$2.91M +$1.03M +17,149 +54%
AF
384
Advisornet Financial
Minnesota
$2.91M +$7.07K +118 +0.2%
ECP
385
Epacria Capital Partners
Colorado
$2.88M
HIMCH
386
Hartford Investment Management Co (HIMCO)
Connecticut
$2.87M -$72.7K -1,214 -2%
1832 Asset Management
387
1832 Asset Management
Ontario, Canada
$2.86M +$42.9K +717 +2%
AAM
388
Advisors Asset Management
Colorado
$2.79M +$669K +11,164 +32%
DFA
389
Delta Financial Advisors
Louisiana
$2.78M +$1.98K +33 +0.1%
TC
390
Trilogy Capital
California
$2.76M +$2.76M +46,137 New
MPAM
391
Murphy Pohlad Asset Management
Minnesota
$2.65M -$168K -2,800 -6%
GGA
392
Granite Group Advisors
Connecticut
$2.65M -$47K -785 -2%
FC
393
Forte Capital
New York
$2.64M -$26.9K -449 -1%
CC
394
Centiva Capital
New York
$2.63M +$1.26M +20,993 +91%
AWS
395
Atria Wealth Solutions
New York
$2.62M +$55.2K +921 +2%
CIBC Private Wealth Group
396
CIBC Private Wealth Group
Georgia
$2.61M -$328K -5,508 -11%
SAM
397
Securian Asset Management
Minnesota
$2.58M -$103K -1,725 -4%
CFG
398
Citizens Financial Group
Rhode Island
$2.56M +$106K +1,772 +4%
PPWP
399
Premier Path Wealth Partners
New Jersey
$2.54M +$24.5K +409 +1%
LSERS
400
Louisiana State Employees Retirement System
Louisiana
$2.53M -$114K -1,900 -4%