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Bank of New York Mellon

1,119 hedge funds and large institutions have $29.9B invested in Bank of New York Mellon in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 434 increasing their positions, 364 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
+7
Holders Change %
+0.63%
% of All Funds
17.91%
Holding in Top 10
12
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-42.86%
% of All Funds
0.19%
New
118
Increased
434
Reduced
364
Closed
87
Calls
$171M
Puts
$228M
Net Calls
-$57.1M
Net Calls Change
-$46.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SA
501
SRN Advisors
Pennsylvania
$1.11M -$194K -4,320 -15%
AIM
502
Anchor Investment Management
South Carolina
$1.09M -$4.82K -106 -0.4%
MYIA
503
Mount Yale Investment Advisors
Colorado
$1.08M -$49K -1,078 -4%
FWCM
504
Ferguson Wellman Capital Management
Oregon
$1.07M -$10.8K -238 -1%
SBH
505
Segall Bryant & Hamill
Illinois
$1.07M -$78K -1,718 -7%
Lido Advisors
506
Lido Advisors
California
$1.06M -$1.3M -28,595 -55%
IA
507
IFG Advisory
Georgia
$1.06M +$37.6K +827 +4%
AWP
508
Ascent Wealth Partners
New York
$1.06M +$36.4K +800 +4%
FNT
509
First National Trust
Pennsylvania
$1.06M -$16.2K -356 -2%
NMIMC
510
Northwestern Mutual Investment Management Company
Wisconsin
$1.05M +$3.04K +67 +0.3%
KS
511
Karpas Strategies
Connecticut
$1.04M +$3.5K +77 +0.3%
PCM
512
Parsons Capital Management
Rhode Island
$1.04M -$97.2K -2,140 -9%
MYAM
513
Meiji Yasuda Asset Management
Japan
$1.03M +$7.27K +160 +0.7%
LNC
514
Lincoln National Corp
Pennsylvania
$1.02M -$4.5K -99 -0.4%
UCFA
515
United Capital Financial Advisors
Texas
$1.02M +$136K +3,003 +16%
Wealthfront Advisers
516
Wealthfront Advisers
California
$1.01M +$164K +3,613 +19%
AI
517
AXS Investments
New York
$1.01M -$113K -2,487 -10%
HWAM
518
Hennion & Walsh Asset Management
New Jersey
$1.01M -$17.6K -387 -2%
BFS
519
Bradley Foster & Sargent
Connecticut
$1M -$636 -14 -0.1%
ATC
520
Argent Trust Co
Tennessee
$1,000K +$33.3K +732 +3%
FFM
521
Forum Financial Management
Illinois
$995K -$12.9K -284 -1%
DLHL
522
Donald L. Hagan LLC
Florida
$983K +$70.5K +1,552 +8%
LBC
523
Lowe Brockenbrough & Co
Virginia
$980K -$3.18K -70 -0.3%
William Blair & Company
524
William Blair & Company
Illinois
$976K +$27.4K +604 +3%
GIM
525
Guardian Investment Management
California
$976K +$548K +11,586 +128%