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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 %
BC
551
Bartlett & Co
Ohio
$882K
KAS
552
Kestra Advisory Services
Texas
$877K -$1.43M -31,531 -62%
BCV
553
Banque Cantonale Vaudoise
Switzerland
$875K
LCGC
554
Legacy Capital Group California
California
$874K +$874K +19,225 New
LCM
555
Leisure Capital Management
California
$873K +$46.6K +1,025 +6%
BL
556
Balentine LLC
Georgia
$871K -$18.9K -416 -2%
IC
557
IEQ Capital
California
$866K +$70.5K +1,551 +9%
SPC
558
Sigma Planning Corp
Michigan
$860K -$36.4K -800 -4%
PTC
559
Private Trust Company
Ohio
$859K +$52K +1,145 +6%
JWBC
560
John W. Bristol & Co
New York
$858K
GFA
561
Gifford Fong Associates
California
$858K
TC
562
Trust Company
Kansas
$855K +$166K +3,651 +24%
TAM
563
Tocqueville Asset Management
New York
$851K +$4.77K +105 +0.6%
EIA
564
Edgemoor Investment Advisors
Maryland
$851K
BAM
565
Belpointe Asset Management
Nevada
$845K -$30.5K -679 -3%
ASN
566
Advisory Services Network
Georgia
$842K +$487K +10,707 +137%
SA
567
Sunesis Advisors
Kansas
$838K
GFS
568
GYL Financial Synergies
Connecticut
$836K +$343K +7,549 +70%
JIC
569
Johnson Investment Counsel
Ohio
$835K -$243K -5,338 -23%
HVIA
570
Hudson Valley Investment Advisors
New York
$834K -$9.09K -200 -1%
CI Investments Inc
571
CI Investments Inc
Ontario, Canada
$831K -$24.9K -549 -3%
CG
572
Cutler Group
California
$827K +$642K +14,137 +347%
BRWA
573
B. Riley Wealth Advisors
Florida
$825K +$186K +4,083 +29%
V
574
Veritable
Delaware
$821K -$156K -3,430 -16%
MNBTD
575
Moody National Bank Trust Division
Texas
$814K -$1.18K -26 -0.1%