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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 %
OIA
626
OneDigital Investment Advisors
Kansas
$634K +$147K +3,239 +30%
OWA
627
Outlook Wealth Advisors
Texas
$630K +$10.2K +224 +2%
CT
628
Chicago Trust
Illinois
$630K -$47.1K -1,036 -7%
BFO
629
Boston Family Office
Massachusetts
$628K
S
630
SignatureFD
Georgia
$622K +$153K +3,374 +33%
PAS
631
Park Avenue Securities
New York
$620K +$385K +8,474 +164%
FNFDCM
632
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$618K
KWM
633
Kolinsky Wealth Management
New Jersey
$603K +$409 +9 +0.1%
JCM
634
Jacobi Capital Management
Pennsylvania
$600K +$273 +6 +0%
PA
635
Profund Advisors
Maryland
$594K +$184K +4,040 +45%
CA
636
Cetera Advisors
Colorado
$593K +$108K +2,372 +22%
TCOV
637
Trust Company of Vermont
Vermont
$592K +$44.5K +980 +8%
RCM
638
Raleigh Capital Management
North Carolina
$591K +$51.6K +1,136 +10%
EFS
639
Essex Financial Services
Connecticut
$587K +$49.2K +1,082 +9%
BFEC
640
Benjamin F. Edwards & Company
Missouri
$585K +$142K +3,122 +32%
DADC
641
D.A. Davidson & Co
Montana
$579K -$17.8K -392 -3%
BIAS
642
Beacon Investment Advisory Services
New Jersey
$573K
DA
643
Denali Advisors
California
$570K -$11.3K -248 -2%
FWIA
644
Fort Washington Investment Advisors
Ohio
$570K -$13.6K -300 -2%
MC
645
Maverick Capital
Texas
$569K +$569K +12,524 New
TRCT
646
Tower Research Capital (TRC)
New York
$568K +$49.2K +1,084 +9%
FIM
647
Fruth Investment Management
Texas
$563K -$9.08K -200 -2%
VA
648
Valmark Advisers
Ohio
$561K -$3.95K -87 -0.7%
KFSC
649
Keystone Financial Services (Colorado)
Colorado
$559K +$105K +2,304 +23%
PI
650
Pettee Investors
Connecticut
$558K +$78.6K +1,730 +16%