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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 %
TMAM
576
Tokio Marine Asset Management
Japan
$813K +$274K +6,021 +51%
AWM
577
Avitas Wealth Management
California
$812K +$812K +17,861 New
SWP
578
Stratos Wealth Partners
Ohio
$810K -$238K -5,230 -23%
GIA
579
Guyasuta Investment Advisors
Pennsylvania
$809K
ISL
580
Ingalls & Snyder LLC
New York
$808K +$17.6K +388 +2%
FB
581
Fulton Bank
Pennsylvania
$808K -$1.18K -26 -0.1%
Capstone Investment Advisors
582
Capstone Investment Advisors
New York
$796K -$1.68M -36,971 -68%
BWP
583
Baldwin Wealth Partners
Massachusetts
$796K -$13.6K -300 -2%
LS
584
Livforsakringsbolaget Skandia
Sweden
$781K
MRCM
585
M&R Capital Management
New Jersey
$780K -$1.55K -34 -0.2%
SIA
586
Strategic Investment Advisors
Michigan
$777K -$4.86K -107 -0.6%
WA
587
WealthTrust Axiom
Pennsylvania
$775K +$45 +1 +0%
VCA
588
Verdence Capital Advisors
Maryland
$774K +$105K +2,300 +16%
LIM
589
Loudon Investment Management
New Hampshire
$772K -$71.6K -1,575 -8%
MHS
590
M Holdings Securities
Oregon
$759K -$36.7K -809 -5%
BFG
591
Beacon Financial Group
Texas
$756K -$48.8K -1,079 -6%
SC
592
Schulhoff & Co
Ohio
$753K +$136 +3 +0%
USAA
593
United Services Automobile Association
Texas
$751K -$480K -10,553 -39%
FTDI
594
First Trust Direct Indexing
Massachusetts
$750K +$60.5K +1,331 +9%
FT
595
Fiduciary Trust
Massachusetts
$749K -$14.2K -312 -2%
VDI
596
Vaughan David Investments
Illinois
$736K -$212K -4,655 -22%
WT
597
Whittier Trust
California
$735K
APC
598
Aspire Private Capital
North Carolina
$734K +$74.5K +1,639 +11%
RG
599
Rathbones Group
United Kingdom
$729K +$75K +1,651 +11%
BMO
600
Beck Mack & Oliver
New York
$728K