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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 %
HWM
626
HB Wealth Management
Georgia
$598K +$170K +3,260 +40%
AFG
627
Allegheny Financial Group
Pennsylvania
$596K +$39.4K +757 +7%
HPC
628
HM Payson & Co
Maine
$595K -$9.89K -190 -2%
IWM
629
IHT Wealth Management
Illinois
$595K -$101K -1,933 -14%
AIP
630
Almanack Investment Partners
Pennsylvania
$592K +$5.41K +104 +0.9%
GIA
631
Goodwin Investment Advisory
Georgia
$590K
CS
632
Cannell & Spears
New York
$586K
VFA
633
Valeo Financial Advisors
Indiana
$580K +$39.8K +765 +7%
BFEC
634
Benjamin F. Edwards & Company
Missouri
$578K -$15.4K -296 -3%
ASN
635
Advisory Services Network
Georgia
$576K -$372K -7,142 -39%
LA
636
LVW Advisors
New York
$573K +$305K +5,851 +113%
Bank Julius Baer & Co
637
Bank Julius Baer & Co
Switzerland
$572K -$6.82K -131 -1%
CFMC
638
Curbstone Financial Management Corp
New Hampshire
$570K
FWIA
639
Fort Washington Investment Advisors
Ohio
$569K
NIM
640
NEOS Investment Management
Connecticut
$567K +$179K +3,434 +46%
EFS
641
Econ Financial Services
Pennsylvania
$567K -$1.73M -33,158 -75%
PAS
642
Park Avenue Securities
New York
$566K +$41.3K +795 +8%
NS
643
NBC Securities
Alabama
$565K -$42.8K -824 -7%
C
644
CEDRUS
Colorado
$564K
ICM
645
Intrepid Capital Management
Florida
$563K
EFS
646
Essex Financial Services
Connecticut
$562K -$104 -2 -0%
SWM
647
Scissortail Wealth Management
Oklahoma
$560K +$560K +10,025 New
PFGIA
648
Patriot Financial Group Insurance Agency
Massachusetts
$549K +$50.5K +971 +10%
SFA
649
Semmax Financial Advisors
North Carolina
$540K -$15.8K -294 -3%
WJWM
650
Williams Jones Wealth Management
New York
$539K