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Bank of New York Mellon

1,072 hedge funds and large institutions have $28.9B invested in Bank of New York Mellon in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 366 increasing their positions, 437 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
-47
Holders Change %
-4.2%
% of All Funds
16.91%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
73
Increased
366
Reduced
437
Closed
115
Calls
$157M
Puts
$126M
Net Calls
+$31.7M
Net Calls Change
+$88.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
476
Carret Asset Management
New York
$1.12M -$4.5K -101 -0.4%
AWP
477
Ascent Wealth Partners
New York
$1.09M +$51.4K +1,154 +5%
CAM
478
Columbia Asset Management
Michigan
$1.07M -$87K -1,955 -7%
EF
479
Empirical Finance
Pennsylvania
$1.06M +$111K +2,487 +12%
LGA
480
Lebenthal Global Advisors
New York
$1.06M -$41.7K -937 -4%
AIM
481
Anchor Investment Management
South Carolina
$1.05M -$13.1K -295 -1%
FWCM
482
Ferguson Wellman Capital Management
Oregon
$1.05M
FNT
483
First National Trust
Pennsylvania
$1.03M -$6.68K -150 -0.6%
CIC
484
Cornercap Investment Counsel
Georgia
$1.03M +$1.03M +23,061 New
KS
485
Karpas Strategies
Connecticut
$1.02M +$4.32K +97 +0.4%
Capstone Investment Advisors
486
Capstone Investment Advisors
New York
$1.02M +$244K +5,475 +31%
GAM
487
Gotham Asset Management
New York
$1.02M -$279K -6,259 -21%
HPM
488
Hudson Portfolio Management
New York
$1.02M +$86.8K +1,950 +9%
HI
489
Horizon Investments
North Carolina
$1.01M -$98.5K -2,234 -9%
NMIMC
490
Northwestern Mutual Investment Management Company
Wisconsin
$1.01M -$20.8K -468 -2%
FFM
491
Forum Financial Management
Illinois
$1M +$29.9K +671 +3%
JIC
492
Johnson Investment Counsel
Ohio
$1M +$186K +4,171 +23%
P
493
Pitcairn
Pennsylvania
$996K -$173K -3,881 -15%
GT
494
Greenleaf Trust
Michigan
$991K +$288K +6,466 +41%
William Blair & Company
495
William Blair & Company
Illinois
$987K +$30.7K +689 +3%
LNC
496
Lincoln National Corp
Pennsylvania
$987K -$8.86K -199 -0.9%
SWP
497
Stratos Wealth Partners
Ohio
$979K +$185K +4,158 +23%
PCM
498
Parsons Capital Management
Rhode Island
$968K -$47.9K -1,077 -5%
ACS
499
Archford Capital Strategies
Illinois
$965K +$2.46K +54 +0.3%
LOIP
500
Live Oak Investment Partners
Texas
$964K -$956K