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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 %
WA
551
WealthTrust Axiom
Pennsylvania
$759K -$45 -1 -0%
APC
552
Aspire Private Capital
North Carolina
$746K +$26.9K +604 +4%
UCFA
553
United Capital Financial Advisors
Texas
$746K -$250K -5,613 -25%
SIA
554
Strategic Investment Advisors
Michigan
$743K -$17.4K -390 -2%
USAA
555
United Services Automobile Association
Texas
$736K
BFG
556
Beacon Financial Group
Texas
$730K -$8.79K -199 -1%
DA
557
Denali Advisors
California
$728K +$170K +3,809 +30%
SC
558
Schulhoff & Co
Ohio
$727K -$11.6K -260 -2%
RIA
559
Realta Investment Advisors
Delaware
$721K +$22K +495 +3%
RG
560
Rathbones Group
United Kingdom
$721K +$5.92K +133 +0.8%
WT
561
Whittier Trust
California
$720K
OWA
562
Outlook Wealth Advisors
Texas
$717K +$100K +2,252 +16%
BMO
563
Beck Mack & Oliver
New York
$713K
OAM
564
Ostrum Asset Management
France
$711K +$668 +15 +0.1%
PWP
565
Principle Wealth Partners
Connecticut
$708K
VDI
566
Vaughan David Investments
Illinois
$707K -$13.5K -304 -2%
AWM
567
Apollon Wealth Management
South Carolina
$704K +$35.2K +791 +5%
GCM
568
Graham Capital Management
Connecticut
$703K -$2.13M -47,953 -75%
NA
569
NewEdge Advisors
Louisiana
$700K -$6.37K -143 -0.9%
LS
570
Livforsakringsbolaget Skandia
Sweden
$698K -$66.8K -1,500 -9%
O
571
Ossiam
France
$691K -$2.15M -48,283 -76%
GCIA
572
Gabelli & Co Investment Advisers
New York
$690K +$445K +10,000 +182%
FTDI
573
First Trust Direct Indexing
Massachusetts
$689K -$45.8K -1,028 -6%
V
574
Veritable
Delaware
$683K -$121K -2,722 -15%
TI
575
Tidal Investments
Wisconsin
$681K +$222K +4,983 +48%