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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 %
MCM
576
McRae Capital Management
New Jersey
$639K
BRWA
577
B. Riley Wealth Advisors
Florida
$637K -$1.3M -30,429 -67%
CA
578
Cornerstone Advisors
North Carolina
$635K -$516K -12,100 -45%
QI
579
Qtron Investments
Massachusetts
$633K +$440K +10,325 +228%
VHAM
580
Van Hulzen Asset Management
California
$631K
LNC
581
Lincoln National Corp
Pennsylvania
$627K -$318K -7,463 -34%
LOAMS
582
Lombard Odier Asset Management (Switzerland)
Switzerland
$619K
HW
583
Hancock Whitney
Mississippi
$611K -$31.4K -736 -5%
WWM
584
Western Wealth Management
Colorado
$602K +$229K +5,358 +61%
MCM
585
MAI Capital Management
Ohio
$600K -$2.18K -51 -0.4%
OIA
586
OneDigital Investment Advisors
Kansas
$599K -$14.7K -344 -2%
LIM
587
Longfellow Investment Management
Massachusetts
$596K
BFO
588
Boston Family Office
Massachusetts
$590K
WQ
589
Wealth Quarterback
New Jersey
$582K +$93.5K +2,193 +19%
FNFDCM
590
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$581K
VFA
591
Voya Financial Advisors
Connecticut
$581K +$56.3K +1,319 +11%
PBK
592
Peoples Bank (Kansas)
Kansas
$579K +$579K +13,570 New
VDI
593
Vaughan David Investments
Illinois
$573K -$105K -2,461 -15%
IWM
594
IHT Wealth Management
Illinois
$570K +$21.1K +495 +4%
WW
595
Waterfront Wealth
Kansas
$568K +$83 +2 +0%
RCM
596
Raleigh Capital Management
North Carolina
$567K +$17.5K +410 +3%
JCM
597
Jacobi Capital Management
Pennsylvania
$564K +$341 +8 +0.1%
SFS
598
Sowell Financial Services
Arkansas
$560K +$560K +13,120 New
SW
599
SteelPeak Wealth
California
$559K -$640 -15 -0.1%
LIM
600
Loudon Investment Management
New Hampshire
$559K -$10.4K -245 -2%