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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 %
AWAP
576
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$675K +$19.1K +429 +3%
B
577
Bailard
California
$673K +$2.67K +60 +0.4%
HW
578
Hancock Whitney
Mississippi
$670K +$224K +5,046 +50%
MCM
579
McRae Capital Management
New Jersey
$667K
FIA
580
Foundations Investment Advisors
Arizona
$667K -$204K -4,585 -23%
VHAM
581
Van Hulzen Asset Management
California
$659K
TMAM
582
Tokio Marine Asset Management
Japan
$659K -$138K -3,096 -17%
FT
583
Fiduciary Trust
Massachusetts
$652K -$81.9K -1,840 -11%
LOAMS
584
Lombard Odier Asset Management (Switzerland)
Switzerland
$646K +$402K +9,040 +165%
IC
585
IEQ Capital
California
$640K -$208K -4,667 -24%
OIA
586
OneDigital Investment Advisors
Kansas
$640K +$18.7K +420 +3%
VCM
587
Virtue Capital Management
Tennessee
$639K +$63.3K +1,423 +11%
MCM
588
MAI Capital Management
Ohio
$629K -$316K -7,088 -33%
LIM
589
Longfellow Investment Management
Massachusetts
$622K +$142K +3,180 +29%
WW
590
Waterfront Wealth
Kansas
$620K +$139K +3,072 +29%
BFG
591
Bleakley Financial Group
New Jersey
$619K -$67.6K -1,518 -10%
SS
592
Simplicity Solutions
Minnesota
$619K -$68.5K -1,538 -10%
BFO
593
Boston Family Office
Massachusetts
$616K
VI
594
Versor Investments
New York
$615K +$615K +13,824 New
BMC
595
Benin Management Corp
Connecticut
$611K +$387K +8,701 +173%
FNFDCM
596
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$607K +$1.38K +31 +0.2%
Lazard Asset Management
597
Lazard Asset Management
New York
$598K -$2.18M -49,109 -78%
JFG
598
Jefferies Financial Group
New York
$596K +$596K +13,390 New
MAS
599
Meeder Advisory Services
Ohio
$595K -$90.8K -2,040 -13%
LIM
600
Loudon Investment Management
New Hampshire
$595K -$162K -3,635 -21%