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Bank of New York Mellon

1,157 hedge funds and large institutions have $33.8B invested in Bank of New York Mellon in 2023 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 361 increasing their positions, 428 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,157
Holders Change
+82
Holders Change %
+7.63%
% of All Funds
16.96%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
177
Increased
361
Reduced
428
Closed
78
Calls
$234M
Puts
$164M
Net Calls
+$70M
Net Calls Change
+$40.1M
Name Holding Trade Value Shares
Change
Shares
Change %
UWS
576
Unique Wealth Strategies
Illinois
$732K +$732K +14,071 New
WCM
577
Whitener Capital Management
North Carolina
$731K +$111K +2,135 +18%
WQ
578
Wealth Quarterback
New Jersey
$728K +$17.1K +329 +2%
WA
579
WealthTrust Axiom
Pennsylvania
$727K +$320K +6,154 +79%
SFS
580
Sowell Financial Services
Arkansas
$726K +$43.4K +834 +6%
WTC
581
WhitTier Trust Company
Nevada
$721K +$331K +6,369 +85%
SS
582
Simplicity Solutions
Minnesota
$721K +$39.1K +751 +6%
BFG
583
Bleakley Financial Group
New Jersey
$721K +$39.1K +751 +6%
BFO
584
Boston Family Office
Massachusetts
$720K
JCM
585
Jacobi Capital Management
Pennsylvania
$715K +$26.9K +516 +4%
OWA
586
Outlook Wealth Advisors
Texas
$714K -$145K -2,794 -17%
WW
587
Waterfront Wealth
Kansas
$711K -$2.55K -49 -0.4%
Bessemer Group
588
Bessemer Group
New Jersey
$700K +$102K +1,957 +17%
RWP
589
RWA Wealth Partners
Massachusetts
$698K +$440K +8,459 +171%
VDI
590
Vaughan David Investments
Illinois
$694K -$5.21K -100 -0.7%
S
591
SignatureFD
Georgia
$694K +$126K +2,413 +22%
FLPIM
592
F.L. Putnam Investment Management
Massachusetts
$692K -$568K -10,916 -45%
RCM
593
Raleigh Capital Management
North Carolina
$688K -$3.64K -70 -0.5%
PBK
594
Peoples Bank (Kansas)
Kansas
$684K -$22K -423 -3%
BRWA
595
B. Riley Wealth Advisors
Florida
$684K -$93.8K -1,803 -12%
FNFDCM
596
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$683K -$26K -500 -4%
PI
597
Pettee Investors
Connecticut
$678K
LIM
598
Loudon Investment Management
New Hampshire
$675K -$7.18K -138 -1%
TAM
599
Tocqueville Asset Management
New York
$675K +$94.6K +1,817 +16%
BIAS
600
Beacon Investment Advisory Services
New Jersey
$673K +$15.8K +303 +2%