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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 %
HPM
526
Hudson Portfolio Management
New York
$954K
William Blair & Company
527
William Blair & Company
Illinois
$950K -$13.7K -302 -1%
VDI
528
Vaughan David Investments
Illinois
$949K -$123K -2,693 -11%
I
529
InceptionR
California
$949K +$949K +20,846 New
DCM
530
Dupont Capital Management
Delaware
$944K +$896K +19,673 +1,844%
EF
531
Empirical Finance
Pennsylvania
$936K +$69.3K +1,522 +8%
Pacer Advisors
532
Pacer Advisors
Pennsylvania
$925K +$856K +18,815 +1,255%
KFC
533
Klingenstein Fields & Co
New York
$920K -$711K -15,622 -44%
DLHL
534
Donald L. Hagan LLC
Florida
$914K +$217K +4,761 +31%
MWM
535
Mission Wealth Management
California
$909K +$29.7K +653 +3%
FIA
536
Foundations Investment Advisors
Arizona
$901K +$246K +5,411 +38%
ACS
537
Archford Capital Strategies
Illinois
$900K -$22.9K -503 -2%
SPC
538
Sigma Planning Corp
Michigan
$897K +$62K +1,361 +7%
BL
539
Balentine LLC
Georgia
$892K -$201K -4,410 -18%
AAM
540
Advisors Asset Management
Colorado
$890K +$156K +3,420 +21%
BAM
541
Belpointe Asset Management
Nevada
$886K +$33.8K +742 +4%
BC
542
Bartlett & Co
Ohio
$884K -$956 -21 -0.1%
BCWM
543
Bartlett & Co Wealth Management
Ohio
$884K -$956 -21 -0.1%
UCFA
544
United Capital Financial Advisors
Texas
$881K +$189K +4,150 +27%
BCV
545
Banque Cantonale Vaudoise
Switzerland
$878K
ZCA
546
Zeke Capital Advisors
Pennsylvania
$871K +$31.9K +700 +4%
VAS
547
Vestmark Advisory Solutions
Massachusetts
$864K +$7.28K +160 +0.9%
JWBC
548
John W. Bristol & Co
New York
$860K
GFA
549
Gifford Fong Associates
California
$859K
M1FG
550
Mach-1 Financial Group
Arkansas
$859K +$859K +18,870 New