BK icon

Bank of New York Mellon

1,075 hedge funds and large institutions have $27.3B invested in Bank of New York Mellon in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 379 increasing their positions, 392 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
+3
Holders Change %
+0.28%
% of All Funds
17.14%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
86
Increased
379
Reduced
392
Closed
67
Calls
$169M
Puts
$139M
Net Calls
+$30M
Net Calls Change
-$1.73M
Name Holding Trade Value Shares
Change
Shares
Change %
SP
676
Symmetry Partners
Connecticut
$417K
TTWM
677
TCV Trust & Wealth Management
Virginia
$413K
XT
678
XTX Topco
Cayman Islands
$412K +$412K +9,663 New
PFGIA
679
Patriot Financial Group Insurance Agency
Massachusetts
$409K +$57.8K +1,355 +16%
WANY
680
Wealthspire Advisors (New York)
New York
$408K +$27.5K +644 +7%
EBSAM
681
Eubel Brady & Suttman Asset Management
Ohio
$406K
WB
682
WesBanco Bank
West Virginia
$404K
BHIA
683
Birch Hill Investment Advisors
Massachusetts
$400K +$400K +9,376 New
CNBT
684
Canandaigua National Bank & Trust
New York
$398K -$4.27K -100 -1%
TFA
685
Tranquilli Financial Advisor
New Jersey
$386K +$1.58K +37 +0.4%
AIP
686
Ameritas Investment Partners
Nebraska
$383K +$20K +470 +6%
GC
687
Gilbert & Cook
Iowa
$381K +$34.2K +801 +10%
SFM
688
Signet Financial Management
New Jersey
$380K +$380K +8,904 New
TCOV
689
Trust Company of Vermont
Vermont
$380K -$134K -3,141 -26%
SPA
690
Sherbrooke Park Advisers
New York
$377K -$352K -8,245 -48%
HIM
691
Hillsdale Investment Management
Ontario, Canada
$376K +$25.6K +600 +7%
C
692
Certuity
Florida
$374K +$6.23K +146 +2%
JWM
693
Jeppson Wealth Management
California
$373K +$80.9K +1,896 +28%
FIA
694
Foundations Investment Advisors
Arizona
$372K -$267K -6,253 -42%
CT
695
Chicago Trust
Illinois
$370K +$17.7K +416 +5%
VI
696
Versor Investments
New York
$368K -$222K -5,200 -38%
EB
697
Exchange Bank
California
$367K
TAM
698
Trust Asset Management
Texas
$366K
CIC
699
Crawford Investment Counsel
Georgia
$364K
PA
700
Parallel Advisors
California
$364K +$116K +2,717 +47%