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Bank of New York Mellon

1,074 hedge funds and large institutions have $36.9B invested in Bank of New York Mellon in 2021 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 375 increasing their positions, 365 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,074
Holders Change
+20
Holders Change %
+1.9%
% of All Funds
18.75%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.35%
New
109
Increased
375
Reduced
365
Closed
80
Calls
$141M
Puts
$171M
Net Calls
-$30.4M
Net Calls Change
-$7.75M
Name Holding Trade Value Shares
Change
Shares
Change %
LTI
576
Laffer Tengler Investments
Tennessee
$725K +$455K +8,874 +168%
VAS
577
Vestmark Advisory Solutions
Massachusetts
$723K +$723K +14,110 New
FFA
578
First Foundation Advisors
California
$713K +$21K +410 +3%
RC
579
RegentAtlantic Capital
New Jersey
$712K -$38.1K -744 -5%
JIC
580
Joel Isaacson & Co
New York
$712K
SP
581
Symmetry Partners
Connecticut
$712K
VPIM
582
Vanguard Personalized Indexing Management
California
$712K +$257K +5,027 +57%
SA
583
Sicart Associates
New York
$706K
AAS
584
Avantax Advisory Services
Texas
$695K -$24.1K -470 -3%
KPW
585
Kore Private Wealth
New York
$694K +$58.6K +1,143 +9%
FIM
586
Fruth Investment Management
Texas
$681K
LNC
587
Lincoln National Corp
Pennsylvania
$671K -$154 -3 -0%
TC
588
Trust Company
Kansas
$669K -$207K -4,042 -24%
BCM
589
Brookstone Capital Management
Illinois
$668K -$32.1K -643 -5%
BU
590
BBVA USA
Alabama
$668K +$668K +13,044 New
BCM
591
Brasada Capital Management
Texas
$666K +$256K +5,000 +63%
CA
592
Clearstead Advisors
Ohio
$664K +$1.43K +28 +0.2%
OQS
593
Occudo Quantitative Strategies
Florida
$657K -$334K -6,527 -34%
HCM
594
Hutchinson Capital Management
California
$650K
OWA
595
Outlook Wealth Advisors
Texas
$647K +$51.5K +1,005 +9%
DC
596
Diametric Capital
Massachusetts
$638K +$196K +3,823 +44%
JCM
597
Jacobi Capital Management
Pennsylvania
$637K -$6.45K -126 -1%
SF
598
Synovus Financial
Georgia
$634K -$1.84K -36 -0.3%
TCOV
599
Trust Company of Vermont
Vermont
$631K +$29.5K +575 +5%
FPB
600
First PREMIER Bank
South Dakota
$630K +$5.13K +100 +0.8%