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Bank of New York Mellon

1,060 hedge funds and large institutions have $37.6B invested in Bank of New York Mellon in 2019 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 313 increasing their positions, 394 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,060
Holders Change
+80
Holders Change %
+8.16%
% of All Funds
20.93%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.45%
New
157
Increased
313
Reduced
394
Closed
62
Calls
$93.4M
Puts
$130M
Net Calls
-$36.4M
Net Calls Change
+$77.2M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
651
Meridian Wealth Management
Kentucky
$478K +$2.81K +56 +0.6%
SFA
652
Semmax Financial Advisors
North Carolina
$478K +$36.2K +719 +8%
XF
653
XML Financial
Maryland
$477K +$477K +9,484 New
CCA
654
Checchi Capital Advisers
California
$473K +$5.84K +116 +1%
PWLP
655
Prio Wealth Limited Partnership
Massachusetts
$470K
BBVA
656
Banco Bilbao Vizcaya Argentaria
Spain
$470K +$470K +9,341 New
TCM
657
Teza Capital Management
Illinois
$460K +$130K +2,577 +39%
CC
658
ClearArc Capital
Ohio
$456K -$194K -3,860 -30%
DT
659
Diversified Trust
Tennessee
$456K +$456K +9,067 New
GP
660
Girard Partners
Pennsylvania
$454K -$32.4K -645 -7%
DWM
661
Dakota Wealth Management
Florida
$454K +$1.01K +20 +0.2%
CCA
662
Catalyst Capital Advisors
New York
$453K +$453K +9,000 New
LOAME
663
Lombard Odier Asset Management (Europe)
United Kingdom
$450K
PGFC
664
Peapack-Gladstone Financial Corp
New Jersey
$446K +$7.54K +150 +2%
BBHC
665
Brown Brothers Harriman & Co
New York
$444K -$102K -2,020 -19%
WCM
666
Whitener Capital Management
North Carolina
$442K +$206K +4,100 +87%
RC
667
RegentAtlantic Capital
New Jersey
$437K -$184K -3,655 -30%
DWT
668
Dorsey & Whitney Trust
South Dakota
$437K -$15K -298 -3%
I
669
IberiaBank
Louisiana
$434K -$27.2K -540 -6%
AAS
670
Avantax Advisory Services
Texas
$434K +$434K +8,669 New
CNBT
671
Canandaigua National Bank & Trust
New York
$427K -$15.6K -311 -4%
TTWM
672
TCV Trust & Wealth Management
Virginia
$427K
VF
673
Virtu Financial
New York
$423K -$2.23M -44,330 -84%
CA
674
Cetera Advisors
Colorado
$420K -$70K -1,399 -14%
CFA
675
Carroll Financial Associates
North Carolina
$417K -$8.03K -160 -2%