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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 %
OAM
601
Ostrum Asset Management
France
$725K +$725K +15,948 New
PWP
602
Principle Wealth Partners
Connecticut
$723K
NA
603
NewEdge Advisors
Louisiana
$720K -$61.5K -1,353 -8%
GT
604
Greenleaf Trust
Michigan
$717K +$16.2K +357 +2%
WSTAM
605
Wilbanks Smith & Thomas Asset Management
Virginia
$715K -$1.61M -35,388 -69%
RIA
606
Realta Investment Advisors
Delaware
$713K -$48.8K -1,075 -6%
QI
607
Qtron Investments
Massachusetts
$710K +$710K +15,627 New
TC
608
Telemus Capital
Michigan
$704K -$16.4K -360 -2%
SS
609
Simplicity Solutions
Minnesota
$702K +$702K +15,445 New
BFG
610
Bleakley Financial Group
New Jersey
$701K +$72.4K +1,593 +12%
MAS
611
Meeder Advisory Services
Ohio
$700K +$73.2K +1,610 +12%
SM
612
Sciencast Management
New Jersey
$696K +$696K +17,413 New
AM
613
AGF Management
Ontario, Canada
$693K -$97.5M -2,146,139 -99%
CFB
614
Cullen/Frost Bankers
Texas
$690K +$46.1K +1,014 +7%
B
615
Bailard
California
$685K -$9.77K -215 -1%
AWM
616
Apollon Wealth Management
South Carolina
$682K -$1.77K -39 -0.3%
MCM
617
McRae Capital Management
New Jersey
$681K
VHAM
618
Van Hulzen Asset Management
California
$673K
SCM
619
Shelton Capital Management
Colorado
$673K +$459K +10,100 +215%
Bessemer Group
620
Bessemer Group
New Jersey
$671K -$73.4K -1,614 -10%
AWAP
621
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$669K +$669K +14,733 New
VAG
622
VisionPoint Advisory Group
Texas
$659K +$121K +3,018 +22%
Cerity Partners
623
Cerity Partners
New York
$659K -$29.1K -651 -4%
SWM
624
SeaCrest Wealth Management
New York
$655K +$18.2K +400 +3%
AIM
625
Aquila Investment Management
New York
$636K +$636K +14,000 New