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Bank of New York Mellon

1,075 hedge funds and large institutions have $27.3B invested in Bank of New York Mellon in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 379 increasing their positions, 392 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
+3
Holders Change %
+0.28%
% of All Funds
17.14%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
86
Increased
379
Reduced
392
Closed
67
Calls
$169M
Puts
$139M
Net Calls
+$30M
Net Calls Change
-$1.73M
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
551
Realta Investment Advisors
Delaware
$708K -$13.4K -300 -2%
FTDI
552
First Trust Direct Indexing
Massachusetts
$705K +$45.3K +1,061 +7%
OWA
553
Outlook Wealth Advisors
Texas
$704K +$17.3K +405 +3%
GCIA
554
Gabelli & Co Investment Advisers
New York
$704K +$42.7K +1,000 +6%
SIA
555
Strategic Investment Advisors
Michigan
$703K -$9.04K -212 -1%
CFB
556
Cullen/Frost Bankers
Texas
$697K -$37.5K -879 -5%
BMO
557
Beck Mack & Oliver
New York
$683K
WT
558
Whittier Trust
California
$681K -$9.04K -212 -1%
TMAM
559
Tokio Marine Asset Management
Japan
$680K +$48.7K +1,143 +8%
PWP
560
Principle Wealth Partners
Connecticut
$678K
UCFA
561
United Capital Financial Advisors
Texas
$678K -$36.1K -847 -5%
OAM
562
Ostrum Asset Management
France
$676K -$4.61K -108 -0.7%
Group One Trading
563
Group One Trading
Illinois
$675K +$176K +4,130 +35%
VCA
564
Verdence Capital Advisors
Maryland
$675K -$70.1K -1,643 -9%
GSWM
565
Greenup Street Wealth Management
Michigan
$672K +$180K +4,224 +37%
TC
566
Telemus Capital
Michigan
$664K -$118K -2,774 -15%
Parallax Volatility Advisers
567
Parallax Volatility Advisers
California
$661K +$496K +11,631 +301%
MHS
568
M Holdings Securities
Oregon
$656K +$656K +15,376 New
QT
569
Quantamental Technologies
New York
$656K +$656K +15,370 New
MYLI
570
Meiji Yasuda Life Insurance
Japan
$647K -$166K -3,900 -20%
IC
571
IEQ Capital
California
$646K +$32.6K +764 +5%
AWAP
572
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$646K -$810 -19 -0.1%
HVIA
573
Hudson Valley Investment Advisors
New York
$646K -$99.2K -2,327 -13%
MAM
574
MMA Asset Management
Pennsylvania
$642K +$642K +15,054 New
VCM
575
Virtue Capital Management
Tennessee
$639K