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Bank of New York Mellon

1,243 hedge funds and large institutions have $36.1B invested in Bank of New York Mellon in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 404 increasing their positions, 461 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,243
Holders Change
+86
Holders Change %
+7.43%
% of All Funds
18.02%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
162
Increased
404
Reduced
461
Closed
62
Calls
$227M
Puts
$161M
Net Calls
+$66.3M
Net Calls Change
-$3.7M
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
651
Outlook Wealth Advisors
Texas
$723K -$67.9K -1,178 -9%
EI
652
Ellevest Inc
New York
$719K +$10.9K +190 +2%
DC
653
Davenport & Co
Virginia
$719K +$22.7K +394 +3%
WA
654
WealthTrust Axiom
Pennsylvania
$716K -$88.6K -1,537 -11%
WWM
655
Western Wealth Management
Colorado
$716K -$28.2K -490 -4%
SC
656
Schulhoff & Co
Ohio
$711K -$7.61K -132 -1%
SF
657
Synovus Financial
Georgia
$707K +$15.3K +266 +2%
FLPIM
658
F.L. Putnam Investment Management
Massachusetts
$706K -$59.9K -1,039 -8%
CL
659
Choreo LLC
Illinois
$704K +$18.7K +324 +3%
BIAS
660
Beacon Investment Advisory Services
New Jersey
$704K -$40.5K -703 -5%
VA
661
Valmark Advisers
Ohio
$702K -$5.82K -101 -0.8%
SCA
662
Snowden Capital Advisors
New York
$692K +$166K +2,873 +31%
1IA
663
1834 Investment Advisors
Wisconsin
$682K
FTWA
664
Fifth Third Wealth Advisors
Ohio
$680K +$5.76K +100 +0.9%
HKAM
665
Horizon Kinetics Asset Management
New York
$678K
MNBTD
666
Moody National Bank Trust Division
Texas
$671K +$3.98K +69 +0.6%
BHPW
667
Beverly Hills Private Wealth
California
$667K +$379K +6,572 +131%
AIP
668
Almanack Investment Partners
Pennsylvania
$667K +$11.9K +206 +2%
UH
669
Unigestion Holding
Switzerland
$665K +$665K +11,534 New
GM
670
GeoWealth Management
Illinois
$663K +$458K +7,950 +224%
FIM
671
Fruth Investment Management
Texas
$662K -$28.8K -500 -4%
CCM
672
Coldstream Capital Management
Washington
$661K +$161K +2,791 +32%
WQ
673
Wealth Quarterback
New Jersey
$660K -$146K -2,533 -18%
HWM
674
HB Wealth Management
Georgia
$659K -$2.94K -51 -0.4%
GIA
675
Goodwin Investment Advisory
Georgia
$654K