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Bank of New York Mellon

1,068 hedge funds and large institutions have $43.3B invested in Bank of New York Mellon in 2018 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 356 increasing their positions, 428 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
+2
Holders Change %
+0.19%
% of All Funds
24.51%
Holding in Top 10
30
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-18.92%
% of All Funds
0.69%
New
91
Increased
356
Reduced
428
Closed
77
Calls
$187M
Puts
$225M
Net Calls
-$38.6M
Net Calls Change
+$63.1M
Name Holding Trade Value Shares
Change
Shares
Change %
UB
626
UMB Bank
Missouri
$753K -$7.98K -155 -1%
AA
627
Ancora Advisors
Ohio
$752K +$752K +14,604 New
VHAM
628
Van Hulzen Asset Management
California
$749K -$38.6K -750 -5%
HAIM
629
Hunter Associates Investment Management
Pennsylvania
$742K -$15.5K -300 -2%
AAIM
630
American Assets Investment Management
California
$737K
EFS
631
Essex Financial Services
Connecticut
$737K +$1.86K +36 +0.3%
VFA
632
Valeo Financial Advisors
Indiana
$737K +$5.31K +103 +0.7%
JIC
633
Joel Isaacson & Co
New York
$736K -$9.53K -185 -1%
FIM
634
Fruth Investment Management
Texas
$726K
WSFS
635
Wilmington Savings Fund Society
Delaware
$722K +$3.82K +74 +0.5%
CA
636
Clearstead Advisors
Ohio
$721K
NA
637
NewEdge Advisors
Louisiana
$717K +$121K +2,411 +20%
SPIA
638
Steward Partners Investment Advisory
New York
$711K -$22.7K -440 -3%
BFO
639
Boston Family Office
Massachusetts
$709K -$2.58K -50 -0.4%
GWM
640
Geneos Wealth Management
Colorado
$705K +$45.1K +876 +7%
FIG
641
FundX Investment Group
California
$697K
Mackenzie Financial
642
Mackenzie Financial
Ontario, Canada
$696K -$37.3K -723 -5%
SC
643
Stralem & Co
New York
$685K +$685K +13,300 New
TFCP
644
Twin Focus Capital Partners
Massachusetts
$682K +$682K +13,238 New
CCWA
645
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$677K -$8.77K -170 -1%
Cerity Partners
646
Cerity Partners
New York
$672K -$5.56K -108 -0.8%
WT
647
Whittier Trust
California
$670K +$44.8K +870 +7%
GXMC
648
Global X Management Company
New York
$668K +$1.08K +21 +0.2%
OIA
649
Optimum Investment Advisors
Illinois
$666K
DWT
650
Dorsey & Whitney Trust
South Dakota
$659K -$15.5K -300 -2%