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Bank of New York Mellon

1,112 hedge funds and large institutions have $31B invested in Bank of New York Mellon in 2022 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 371 increasing their positions, 373 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
+89
Holders Change %
+8.7%
% of All Funds
17.94%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.34%
New
173
Increased
371
Reduced
373
Closed
65
Calls
$148M
Puts
$159M
Net Calls
-$10.7M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Vontobel Holding
501
Vontobel Holding
Switzerland
$1.06M +$313K +7,004 +42%
WEG
502
World Equity Group
Illinois
$1.06M -$2.5K -55 -0.2%
Fiera Capital (Canada)
503
Fiera Capital (Canada)
Quebec, Canada
$1.06M -$93.1K -2,046 -8%
TI
504
Tidal Investments
Wisconsin
$1.05M +$684K +15,027 +185%
SWP
505
Stratos Wealth Partners
Ohio
$1.05M -$66.8K -1,468 -6%
NMIMC
506
Northwestern Mutual Investment Management Company
Wisconsin
$1.05M -$194K -4,259 -16%
KS
507
Karpas Strategies
Connecticut
$1.04M +$3.96K +87 +0.4%
Lazard Asset Management
508
Lazard Asset Management
New York
$1.04M -$17.1M -376,185 -94%
HWAM
509
Hennion & Walsh Asset Management
New Jersey
$1.03M -$21.9K -481 -2%
IA
510
IFG Advisory
Georgia
$1.03M -$74.2K -1,631 -7%
AWP
511
Ascent Wealth Partners
New York
$1.03M +$116K +2,548 +13%
LNC
512
Lincoln National Corp
Pennsylvania
$1.02M +$320K +7,040 +46%
Verition Fund Management
513
Verition Fund Management
Connecticut
$1.01M -$3.82M -83,941 -79%
FFM
514
Forum Financial Management
Illinois
$1.01M -$1.78K -39 -0.2%
BFS
515
Bradley Foster & Sargent
Connecticut
$1M +$34.1K +750 +4%
PG
516
Pendal Group
Australia
$995K +$995K +21,866 New
LBC
517
Lowe Brockenbrough & Co
Virginia
$985K +$1.37K +30 +0.1%
V
518
Veritable
Delaware
$979K -$341K -7,481 -26%
ATC
519
Argent Trust Co
Tennessee
$968K -$448K -9,852 -32%
SWMP
520
Signature Wealth Management Partners
New Jersey
$967K
FA
521
FDx Advisors
Illinois
$966K +$72.9K +1,602 +8%
CM
522
Capula Management
Cayman Islands
$964K +$964K +21,180 New
RIL
523
Rothschild Investment LLC
Illinois
$961K -$156K -3,418 -14%
LOIP
524
Live Oak Investment Partners
Texas
$957K
LWAM
525
Legacy Wealth Asset Management
Minnesota
$956K +$12.1K +266 +1%