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Bank of New York Mellon

1,157 hedge funds and large institutions have $33.8B invested in Bank of New York Mellon in 2023 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 361 increasing their positions, 428 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,157
Holders Change
+82
Holders Change %
+7.63%
% of All Funds
16.96%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
177
Increased
361
Reduced
428
Closed
78
Calls
$234M
Puts
$164M
Net Calls
+$70M
Net Calls Change
+$40.1M
Name Holding Trade Value Shares
Change
Shares
Change %
NMIMC
476
Northwestern Mutual Investment Management Company
Wisconsin
$1.27M -$12.4K -239 -1%
JIC
477
Johnson Investment Counsel
Ohio
$1.26M +$14.6K +281 +1%
APG Asset Management
478
APG Asset Management
Netherlands
$1.25M -$50.4K -1,070 -4%
KCM
479
Kanawha Capital Management
Virginia
$1.25M -$166K -3,181 -12%
RWM
480
Ritholtz Wealth Management
New York
$1.25M +$119K +2,289 +11%
IC
481
IEQ Capital
California
$1.23M +$443K +8,520 +56%
FWCM
482
Ferguson Wellman Capital Management
Oregon
$1.23M
MWM
483
Mission Wealth Management
California
$1.22M +$71.6K +1,375 +6%
FTDI
484
First Trust Direct Indexing
Massachusetts
$1.22M +$363K +6,979 +42%
WC
485
Wynn Capital
Georgia
$1.21M +$1.21M +23,264 New
KS
486
Karpas Strategies
Connecticut
$1.21M +$5.21K +100 +0.4%
SAG
487
SageView Advisory Group
California
$1.21M +$1.21M +21,547 New
CA
488
CGN Advisors
Kansas
$1.2M +$1.2M +23,079 New
Credit Agricole
489
Credit Agricole
France
$1.19M +$668K +12,842 +128%
RFC
490
Regions Financial Corp
Alabama
$1.19M -$104K -1,996 -8%
SAM
491
Shell Asset Management
Netherlands
$1.18M -$304K -5,845 -20%
GA
492
Geller Advisors
New York
$1.18M -$22.6K -435 -2%
HPM
493
Hudson Portfolio Management
New York
$1.18M -$14.3K -275 -1%
FFM
494
Forum Financial Management
Illinois
$1.18M +$52 +1 +0%
FNT
495
First National Trust
Pennsylvania
$1.17M -$27.5K -529 -2%
OAM
496
Ostrum Asset Management
France
$1.17M +$348K +6,677 +42%
TIAA Trust, National Association
497
TIAA Trust, National Association
North Carolina
$1.16M -$230K -4,422 -17%
MYAM
498
Meiji Yasuda Asset Management
Japan
$1.15M -$171K -3,278 -13%
LOIP
499
Live Oak Investment Partners
Texas
$1.13M -$950K
AAM
500
Advisors Asset Management
Colorado
$1.13M -$39.3K -755 -3%