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Bank of New York Mellon

1,112 hedge funds and large institutions have $31B invested in Bank of New York Mellon in 2022 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 371 increasing their positions, 373 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
+89
Holders Change %
+8.7%
% of All Funds
17.94%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.34%
New
173
Increased
371
Reduced
373
Closed
65
Calls
$148M
Puts
$159M
Net Calls
-$10.7M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
576
WealthTrust Axiom
Pennsylvania
$776K -$9.1K -200 -1%
QT
577
Quantbot Technologies
New York
$776K -$6.62M -145,467 -90%
FT
578
Fiduciary Trust
Massachusetts
$765K +$283K +6,213 +59%
RIA
579
Realta Investment Advisors
Delaware
$764K -$93K -2,042 -11%
TC
580
Telemus Capital
Michigan
$760K -$9.45K -197 -1%
SC
581
Schulhoff & Co
Ohio
$755K -$59K -1,296 -7%
Bessemer Group
582
Bessemer Group
New Jersey
$744K -$206K -4,522 -22%
TF
583
Threadgill Financial
Texas
$737K +$737K +16,191 New
WT
584
Whittier Trust
California
$737K -$3.87K -85 -0.5%
BMO
585
Beck Mack & Oliver
New York
$729K
PWP
586
Principle Wealth Partners
Connecticut
$724K +$86.5K +1,901 +14%
LIM
587
Longfellow Investment Management
Massachusetts
$709K +$194K +4,263 +38%
WS
588
Wedbush Securities
California
$707K -$179K -3,932 -20%
GT
589
Greenleaf Trust
Michigan
$703K +$14.8K +325 +2%
Cerity Partners
590
Cerity Partners
New York
$701K +$224K +4,920 +47%
VAG
591
VisionPoint Advisory Group
Texas
$697K +$697K +13,433 New
CWA
592
CM Wealth Advisors
Ohio
$696K +$696K +5,001 New
B
593
Bailard
California
$696K
TC
594
Trust Company
Kansas
$691K +$65.9K +1,448 +11%
FTDI
595
First Trust Direct Indexing
Massachusetts
$690K +$3.87K +85 +0.6%
AWM
596
Apollon Wealth Management
South Carolina
$685K -$91.2K -2,004 -12%
CA
597
Cornerstone Advisors
North Carolina
$683K
MCM
598
McRae Capital Management
New Jersey
$682K -$1.59K -35 -0.2%
CT
599
Chicago Trust
Illinois
$678K +$88K +1,933 +15%
VHAM
600
Van Hulzen Asset Management
California
$674K