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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 %
WWM
601
Western Wealth Management
Colorado
$672K -$61.9K -1,189 -8%
DEA
602
DoubleLine ETF Adviser
Florida
$667K +$42.8K +822 +7%
BP
603
Ballentine Partners
Massachusetts
$666K +$104K +1,990 +18%
KWM
604
Kolinsky Wealth Management
New Jersey
$665K +$31.5K +606 +5%
FT
605
Fiduciary Trust
Massachusetts
$658K +$25.8K +495 +4%
SC
606
Schulhoff & Co
Ohio
$649K +$208 +4 +0%
MAS
607
Meeder Advisory Services
Ohio
$644K +$73.5K +1,413 +13%
SAM
608
Sompo Asset Management
Japan
$643K +$89K +1,710 +16%
VA
609
Valmark Advisers
Ohio
$640K -$2.6K -50 -0.4%
EI
610
Ellevest Inc
New York
$640K +$75K +1,441 +13%
DWP
611
Daymark Wealth Partners
Ohio
$636K +$19.7K +379 +3%
LOAMS
612
Lombard Odier Asset Management (Switzerland)
Switzerland
$635K -$120K -2,305 -16%
VCM
613
Virtue Capital Management
Tennessee
$635K -$119K -2,269 -16%
BWP
614
BSW Wealth Partners
Colorado
$634K +$25.5K +489 +4%
Los Angeles Capital Management
615
Los Angeles Capital Management
California
$632K -$652K -12,526 -51%
AWM
616
Axxcess Wealth Management
California
$630K +$22.3K +429 +4%
DC
617
Davenport & Co
Virginia
$629K -$22.8K -438 -3%
SF
618
Synovus Financial
Georgia
$625K +$21.8K +419 +4%
FIM
619
Fruth Investment Management
Texas
$624K
CL
620
Choreo LLC
Illinois
$620K +$10.8K +208 +2%
1IA
621
1834 Investment Advisors
Wisconsin
$616K
HKAM
622
Horizon Kinetics Asset Management
New York
$612K +$20.8K +400 +4%
FTWA
623
Fifth Third Wealth Advisors
Ohio
$609K -$5.21K -100 -0.8%
FRM
624
Fox Run Management
Connecticut
$604K +$604K +11,597 New
MNBTD
625
Moody National Bank Trust Division
Texas
$603K -$479K -9,208 -44%