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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 %
EF
526
Empirical Finance
Pennsylvania
$973K +$38.8K +854 +4%
PFO
527
Pathstone Family Office
New Jersey
$972K -$2.1M -44,413 -68%
IMC Chicago
528
IMC Chicago
Illinois
$972K +$972K +21,386 New
FA
529
FDx Advisors
Illinois
$966K
SWMP
530
Signature Wealth Management Partners
New Jersey
$965K
MCM
531
MAI Capital Management
Ohio
$964K +$109K +2,409 +13%
GIA
532
Gateway Investment Advisers
Ohio
$957K +$428K +9,418 +81%
LOIP
533
Live Oak Investment Partners
Texas
$956K -$957K
HPM
534
Hudson Portfolio Management
New York
$952K
ACS
535
Archford Capital Strategies
Illinois
$950K +$62.2K +1,387 +7%
LWAM
536
Legacy Wealth Asset Management
Minnesota
$947K -$7.73K -170 -0.8%
VAS
537
Vestmark Advisory Solutions
Massachusetts
$934K +$71.8K +1,579 +8%
WS
538
Wedbush Securities
California
$934K +$228K +5,023 +32%
QT
539
Quantamental Technologies
New York
$924K +$924K +20,332 New
RIL
540
Rothschild Investment LLC
Illinois
$922K -$36.6K -805 -4%
ECM
541
Evergreen Capital Management
Washington
$921K -$261K -5,749 -22%
KFC
542
Klingenstein Fields & Co
New York
$919K
MWM
543
Mission Wealth Management
California
$913K +$5.73K +126 +0.6%
AAM
544
Advisors Asset Management
Colorado
$906K +$17.9K +394 +2%
TCM
545
Twin Capital Management
Pennsylvania
$904K +$904K +19,894 New
EF
546
Empowered Funds
Pennsylvania
$900K -$739K -16,258 -45%
FIA
547
Foundations Investment Advisors
Arizona
$889K -$9.82K -216 -1%
VFA
548
Valeo Financial Advisors
Indiana
$887K +$47.2K +1,038 +6%
CFO
549
Callan Family Office
Pennsylvania
$884K +$884K +19,447 New
BCWM
550
Bartlett & Co Wealth Management
Ohio
$882K