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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 %
BFG
601
Bleakley Financial Group
New Jersey
$559K -$34.6K -812 -6%
SS
602
Simplicity Solutions
Minnesota
$559K -$34.5K -808 -6%
SWM
603
SeaCrest Wealth Management
New York
$556K +$1.32K +31 +0.2%
PI
604
Pettee Investors
Connecticut
$555K
AWM
605
Apollon Wealth Management
South Carolina
$549K -$125K -2,931 -19%
SFA
606
Sequoia Financial Advisors
Ohio
$543K +$20.1K +471 +4%
PTC
607
Petrus Trust Company
Texas
$542K +$263K +6,164 +94%
BIAS
608
Beacon Investment Advisory Services
New Jersey
$538K
DC
609
Davenport & Co
Virginia
$534K -$5.33K -125 -1%
OTL
610
Oak Thistle LLC
New York
$532K +$532K +12,484 New
SC
611
Schulhoff & Co
Ohio
$531K -$165K -3,863 -24%
WSTAM
612
Wilbanks Smith & Thomas Asset Management
Virginia
$530K -$31.1K -729 -6%
CA
613
Cetera Advisors
Colorado
$528K +$26.3K +616 +5%
Wolverine Trading
614
Wolverine Trading
Illinois
$527K +$527K +12,351 New
VA
615
Valmark Advisers
Ohio
$526K -$3.71K -87 -0.7%
HAIM
616
Hunter Associates Investment Management
Pennsylvania
$521K +$64K +1,500 +14%
KWM
617
Kolinsky Wealth Management
New Jersey
$519K -$23.3K -547 -4%
FT
618
Fiduciary Trust
Massachusetts
$518K -$107K -2,500 -17%
DEA
619
DoubleLine ETF Adviser
Florida
$512K +$66K +1,547 +15%
FIM
620
Fruth Investment Management
Texas
$511K -$12.8K -300 -2%
WCM
621
Whitener Capital Management
North Carolina
$508K +$21.3K +500 +4%
1IA
622
1834 Investment Advisors
Wisconsin
$505K
DWP
623
Daymark Wealth Partners
Ohio
$505K -$19.9K -466 -4%
PA
624
Profund Advisors
Maryland
$504K -$2.6K -61 -0.5%
VCM
625
Vetamer Capital Management
California
$504K -$909K -21,321 -64%