BK icon

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 %
JIC
676
Joel Isaacson & Co
New York
$503K -$90.9K -2,000 -15%
WB
677
WesBanco Bank
West Virginia
$503K +$41K +903 +9%
HKAM
678
Horizon Kinetics Asset Management
New York
$500K
Bank Julius Baer & Co
679
Bank Julius Baer & Co
Switzerland
$499K -$817 -18 -0.2%
C
680
CEDRUS
Colorado
$499K
WQ
681
Wealth Quarterback
New Jersey
$498K -$5.64K -124 -1%
JCIA
682
Jackson Creek Investment Advisors
Colorado
$494K +$494K +10,861 New
LIM
683
Longfellow Investment Management
Massachusetts
$491K -$217K -4,767 -31%
HAIM
684
Hunter Associates Investment Management
Pennsylvania
$488K -$8.19K -180 -2%
FFA
685
First Foundation Advisors
California
$488K -$10.2K -225 -2%
PP
686
Paloma Partners
Connecticut
$487K +$487K +10,718 New
NB
687
NBT Bank
New York
$486K -$164K -3,601 -25%
SPW
688
Sonoma Private Wealth
California
$484K +$85.2K +1,874 +21%
WW
689
Waterfront Wealth
Kansas
$483K +$45 +1 +0%
DC
690
Davenport & Co
Virginia
$481K +$102K +2,254 +27%
DGAM
691
Desjardins Global Asset Management
Quebec, Canada
$480K +$255K +5,608 +113%
AFG
692
Allegheny Financial Group
Pennsylvania
$480K +$18.6K +410 +4%
BWP
693
BSW Wealth Partners
Colorado
$473K +$21.8K +479 +5%
WJWM
694
Williams Jones Wealth Management
New York
$471K -$1.32K -29 -0.3%
CLOS
695
Compagnie Lombard Odier SCmA
Switzerland
$470K +$243K +5,347 +107%
AWA
696
Arete Wealth Advisors
Illinois
$470K +$103K +2,260 +28%
TI
697
Tidal Investments
Wisconsin
$469K -$582K -12,810 -55%
CC
698
Centiva Capital
New York
$465K +$465K +10,233 New
DT
699
Diversified Trust
Tennessee
$462K +$18.2K +401 +4%
MOS
700
MGO One Seven
Ohio
$460K -$187K -4,105 -29%