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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 %
HPC
651
HM Payson & Co
Maine
$558K -$3K -66 -0.5%
SFA
652
Sequoia Financial Advisors
Ohio
$558K +$11K +241 +2%
WOSD
653
WFA of San Diego
California
$557K -$67.2K -1,480 -11%
SAM
654
Sompo Asset Management
Japan
$555K +$106K +2,340 +24%
SF
655
Synovus Financial
Georgia
$553K +$553K +12,166 New
VCM
656
Virtue Capital Management
Tennessee
$541K -$6.69K -160 -1%
CL
657
Choreo LLC
Illinois
$541K +$541K +11,911 New
1IA
658
1834 Investment Advisors
Wisconsin
$538K
CA
659
Continuum Advisory
Idaho
$534K +$5.73K +126 +1%
MCM
660
Manchester Capital Management
Vermont
$531K +$135K +2,969 +34%
QOP
661
Quinn Opportunity Partners
Virginia
$527K
WCM
662
Whitener Capital Management
North Carolina
$521K +$3.64K +80 +0.7%
ATC
663
Adirondack Trust Company
New York
$521K
PTC
664
Petrus Trust Company
Texas
$521K +$521K +11,457 New
VFA
665
Voya Financial Advisors
Connecticut
$520K -$73.3K -1,633 -12%
CC
666
Courier Capital
New York
$520K -$29.5K -650 -5%
GIA
667
Goodwin Investment Advisory
Georgia
$515K
BG
668
Bahl & Gaynor
Ohio
$514K
CGL
669
Clarius Group LLC
Washington
$513K +$11K +242 +2%
QCG
670
Quadrant Capital Group
Ohio
$513K +$70.5K +1,551 +16%
CS
671
Cannell & Spears
New York
$512K
AIP
672
Almanack Investment Partners
Pennsylvania
$509K +$3.64K +80 +0.7%
CFMC
673
Curbstone Financial Management Corp
New Hampshire
$509K +$27.3K +600 +6%
SCA
674
Snowden Capital Advisors
New York
$507K +$39K +859 +8%
FNB
675
Farmers National Bank
Kentucky
$504K -$20.4K -450 -4%