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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 %
JCM
601
Jacobi Capital Management
Pennsylvania
$588K +$356 +8 +0.1%
WSTAM
602
Wilbanks Smith & Thomas Asset Management
Virginia
$585K -$116K -2,597 -16%
SW
603
SteelPeak Wealth
California
$585K -$2.43M -54,479 -81%
EFS
604
Essex Financial Services
Connecticut
$580K +$4.85K +109 +0.8%
PI
605
Pettee Investors
Connecticut
$580K +$32.5K +730 +6%
SWM
606
SeaCrest Wealth Management
New York
$579K -$63K -1,416 -10%
Bessemer Group
607
Bessemer Group
New Jersey
$578K -$79.1K -1,776 -12%
OQS
608
Occudo Quantitative Strategies
Florida
$577K +$577K +12,961 New
RCM
609
Raleigh Capital Management
North Carolina
$574K -$4.99K -112 -0.9%
IWM
610
IHT Wealth Management
Illinois
$573K +$167K +3,750 +41%
DC
611
Davenport & Co
Virginia
$563K +$91.7K +2,059 +19%
BIAS
612
Beacon Investment Advisory Services
New Jersey
$562K
KWM
613
Kolinsky Wealth Management
New Jersey
$562K -$25.1K -567 -4%
FHC
614
First Heartland Consultants
Missouri
$561K +$289K +6,495 +106%
FWIA
615
Fort Washington Investment Advisors
Ohio
$558K
AIM
616
Aigen Investment Management
New York
$555K +$555K +12,466 New
VA
617
Valmark Advisers
Ohio
$553K +$4.19K +94 +0.8%
SCA
618
Snowden Capital Advisors
New York
$551K +$54.9K +1,234 +11%
TRCT
619
Tower Research Capital (TRC)
New York
$549K -$8.06K -181 -1%
DWP
620
Daymark Wealth Partners
Ohio
$548K +$548K +12,308 New
FIM
621
Fruth Investment Management
Texas
$547K -$4.45K -100 -0.8%
SFA
622
Sequoia Financial Advisors
Ohio
$546K -$890 -20 -0.2%
VFA
623
Voya Financial Advisors
Connecticut
$543K +$30.9K +700 +6%
SF
624
Synovus Financial
Georgia
$539K -$2.49K -56 -0.5%
TCOV
625
Trust Company of Vermont
Vermont
$536K -$44.4K -997 -8%