BK icon

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 %
LBC
501
Lowe Brockenbrough & Co
Virginia
$962K +$1.34K +30 +0.1%
BC
502
Bartlett & Co
Ohio
$954K +$89.1K +2,000 +10%
BCWM
503
Bartlett & Co Wealth Management
Ohio
$954K +$89K +2,000 +10%
MWM
504
Mission Wealth Management
California
$951K +$56.5K +1,269 +6%
VAS
505
Vestmark Advisory Solutions
Massachusetts
$948K +$32.5K +729 +4%
SWMP
506
Signature Wealth Management Partners
New Jersey
$945K
ATC
507
Argent Trust Co
Tennessee
$938K -$41K -921 -4%
DLHL
508
Donald L. Hagan LLC
Florida
$930K -$33.7K -758 -4%
GIA
509
Gateway Investment Advisers
Ohio
$926K -$11.9K -267 -1%
HWAM
510
Hennion & Walsh Asset Management
New Jersey
$921K -$69.2K -1,554 -7%
SBH
511
Segall Bryant & Hamill
Illinois
$906K -$141K -3,156 -13%
RIL
512
Rothschild Investment LLC
Illinois
$904K
AAM
513
Advisors Asset Management
Colorado
$903K +$14.9K +335 +2%
KFC
514
Klingenstein Fields & Co
New York
$899K -$890 -20 -0.1%
DGAM
515
Desjardins Global Asset Management
Quebec, Canada
$899K +$429K +9,642 +91%
ECM
516
Evergreen Capital Management
Washington
$897K -$4.63K -104 -0.5%
VFA
517
Valeo Financial Advisors
Indiana
$892K +$22.3K +501 +3%
AIM
518
Aquila Investment Management
New York
$890K +$267K +6,000 +43%
LCM
519
Leisure Capital Management
California
$886K +$30.5K +685 +4%
PFO
520
Pathstone Family Office
New Jersey
$883K -$14.3K -329 -2%
SA
521
SRN Advisors
Pennsylvania
$863K -$235K -5,276 -21%
BCV
522
Banque Cantonale Vaudoise
Switzerland
$858K
MYLI
523
Meiji Yasuda Life Insurance
Japan
$849K +$849K +19,065 New
TCM
524
Twin Capital Management
Pennsylvania
$846K -$39.8K -893 -4%
JWBC
525
John W. Bristol & Co
New York
$841K