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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 %
FTWA
626
Fifth Third Wealth Advisors
Ohio
$503K +$503K +11,800 New
CL
627
Choreo LLC
Illinois
$499K -$85 -2 -0%
BWP
628
BSW Wealth Partners
Colorado
$499K +$54.6K +1,279 +12%
AWM
629
Axxcess Wealth Management
California
$498K +$214K +5,017 +75%
NS
630
NBC Securities
Alabama
$498K +$498K +11,697 New
HPC
631
HM Payson & Co
Maine
$496K
Lazard Asset Management
632
Lazard Asset Management
New York
$496K -$76.4K -1,796 -13%
SF
633
Synovus Financial
Georgia
$494K -$22.4K -525 -4%
CA
634
Continuum Advisory
Idaho
$494K -$11.5K -269 -2%
FFA
635
First Foundation Advisors
California
$493K +$6.14K +144 +1%
WS
636
Wedbush Securities
California
$491K -$311K -7,278 -39%
Bessemer Group
637
Bessemer Group
New Jersey
$490K -$63.7K -1,493 -12%
SCA
638
Snowden Capital Advisors
New York
$488K -$40.3K -944 -8%
BFEC
639
Benjamin F. Edwards & Company
Missouri
$486K -$19.1K -449 -4%
AWA
640
Arete Wealth Advisors
Illinois
$485K +$74.3K +1,743 +18%
HKAM
641
Horizon Kinetics Asset Management
New York
$485K
GIA
642
Goodwin Investment Advisory
Georgia
$484K
BG
643
Bahl & Gaynor
Ohio
$482K
CS
644
Cannell & Spears
New York
$480K
AIP
645
Almanack Investment Partners
Pennsylvania
$480K +$4.35K +102 +0.9%
TAM
646
Tocqueville Asset Management
New York
$475K -$265K -6,205 -36%
Bank Julius Baer & Co
647
Bank Julius Baer & Co
Switzerland
$475K +$12.3K +287 +3%
FMAEN1
648
Fund Management at Engine No 1
California
$475K +$75.9K +1,780 +19%
SFA
649
Semmax Financial Advisors
North Carolina
$468K +$468K +10,319 New
MAS
650
Meeder Advisory Services
Ohio
$467K -$103K -2,406 -18%