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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 %
NB
651
NBT Bank
New York
$539K +$1.3K +25 +0.2%
KFSC
652
Keystone Financial Services (Colorado)
Colorado
$525K +$1.82K +35 +0.3%
QCG
653
Quadrant Capital Group
Ohio
$524K +$15.3K +293 +3%
AWA
654
Arete Wealth Advisors
Illinois
$523K -$68.6K -1,318 -12%
BPA
655
Beacon Pointe Advisors
California
$521K -$18.3K -352 -3%
SA
656
Sicart Associates
New York
$521K
CNBT
657
Canandaigua National Bank & Trust
New York
$520K +$33.8K +650 +7%
FIA
658
Foundations Investment Advisors
Arizona
$518K +$33.3K +600 +7%
TTWM
659
TCV Trust & Wealth Management
Virginia
$517K +$13.5K +259 +3%
CA
660
Cetera Advisors
Colorado
$514K -$130K -2,505 -20%
SPI
661
Sutton Place Investors
New York
$513K +$513K +9,865 New
SWM
662
SeaCrest Wealth Management
New York
$512K -$171K -3,264 -25%
CA
663
Continuum Advisory
Idaho
$509K -$93.8K -1,803 -16%
WANY
664
Wealthspire Advisors (New York)
New York
$504K +$5.57K +107 +1%
VCA
665
Verdence Capital Advisors
Maryland
$499K -$325K -6,243 -39%
FNB
666
Farmers National Bank
Kentucky
$496K -$33.9K -651 -6%
MOS
667
MGO One Seven
Ohio
$496K +$87.9K +1,689 +22%
EBSAM
668
Eubel Brady & Suttman Asset Management
Ohio
$494K -$1.3K -25 -0.3%
GC
669
Gilbert & Cook
Iowa
$487K +$21.8K +419 +5%
SCA
670
Snowden Capital Advisors
New York
$475K -$120K -2,306 -20%
TFA
671
Tranquilli Financial Advisor
New Jersey
$469K -$1.56K -30 -0.3%
AIM
672
Aquila Investment Management
New York
$468K -$729K -14,000 -61%
C
673
Certuity
Florida
$467K +$10.7K +205 +2%
SC
674
Syon Capital
California
$466K +$466K +8,962 New
SLG
675
Stanley-Laman Group
Pennsylvania
$462K +$462K +8,872 New