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Bank of New York Mellon

1,157 hedge funds and large institutions have $33.8B invested in Bank of New York Mellon in 2023 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 361 increasing their positions, 428 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,157
Holders Change
+82
Holders Change %
+7.63%
% of All Funds
16.96%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
177
Increased
361
Reduced
428
Closed
78
Calls
$234M
Puts
$164M
Net Calls
+$70M
Net Calls Change
+$40.1M
Name Holding Trade Value Shares
Change
Shares
Change %
GFA
526
Gifford Fong Associates
California
$982K
AWM
527
Apollon Wealth Management
South Carolina
$976K +$306K +5,872 +46%
EIA
528
Edgemoor Investment Advisors
Maryland
$974K
SA
529
Sunesis Advisors
Kansas
$960K
JWBC
530
John W. Bristol & Co
New York
$955K -$27.8K -534 -3%
SC
531
Savant Capital
Illinois
$952K +$9.42K +181 +1%
APC
532
Aspire Private Capital
North Carolina
$945K -$781 -15 -0.1%
DLHL
533
Donald L. Hagan LLC
Florida
$930K +$16.8K +322 +2%
SCM
534
Stevens Capital Management
Pennsylvania
$927K -$123K -2,363 -12%
GIA
535
Guyasuta Investment Advisors
Pennsylvania
$927K
FB
536
Fulton Bank
Pennsylvania
$926K +$4.32K +83 +0.5%
LGA
537
Lebenthal Global Advisors
New York
$922K -$226K -4,334 -20%
LCM
538
Leisure Capital Management
California
$917K -$145K -2,788 -14%
PS
539
Principal Securities
Iowa
$915K +$915K +17,573 New
BFG
540
Beacon Financial Group
Texas
$912K +$71K +1,364 +8%
BWP
541
Baldwin Wealth Partners
Massachusetts
$908K -$3.7K -71 -0.4%
GFS
542
GYL Financial Synergies
Connecticut
$906K -$9.37K -180 -1%
ISL
543
Ingalls & Snyder LLC
New York
$905K
TMAM
544
Tokio Marine Asset Management
Japan
$903K +$73.4K +1,411 +9%
KAS
545
Kestra Advisory Services
Texas
$897K -$50.2K -964 -5%
NA
546
NewEdge Advisors
Louisiana
$887K -$16K -308 -2%
PAM
547
Panagora Asset Management
Massachusetts
$880K -$29.3K -563 -3%
Qube Research & Technologies (QRT)
548
Qube Research & Technologies (QRT)
United Kingdom
$871K -$13.8M -265,342 -94%
Cerity Partners
549
Cerity Partners
New York
$865K -$6.18M -118,638 -88%
MCM
550
MAI Capital Management
Ohio
$862K +$130K +2,492 +18%