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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 %
HPC
676
HM Payson & Co
Maine
$651K -$8.64K -150 -1%
PA
677
Parallel Advisors
California
$650K +$151K +2,619 +30%
CCG
678
Cypress Capital Group
Florida
$649K +$649K +11,262 New
IMC Chicago
679
IMC Chicago
Illinois
$647K +$647K +11,222 New
EFS
680
Essex Financial Services
Connecticut
$646K +$23.6K +410 +4%
AFG
681
Allegheny Financial Group
Pennsylvania
$638K -$22.4K -388 -3%
BRWA
682
B. Riley Wealth Advisors
Florida
$637K +$76.9K +1,803 +14%
BWP
683
BSW Wealth Partners
Colorado
$635K -$67.5K -1,171 -10%
VFA
684
Valeo Financial Advisors
Indiana
$634K -$10.9K -188 -2%
ACP
685
Aviance Capital Partners
Florida
$634K +$634K +11,000 New
Bank Julius Baer & Co
686
Bank Julius Baer & Co
Switzerland
$633K -$461 -8 -0.1%
MC
687
Machina Capital
France
$631K +$631K +10,943 New
ICM
688
Intrepid Capital Management
Florida
$624K
FWIA
689
Fort Washington Investment Advisors
Ohio
$620K -$9.28K -161 -1%
BFEC
690
Benjamin F. Edwards & Company
Missouri
$620K -$20.2K -351 -3%
VCA
691
Verdence Capital Advisors
Maryland
$619K +$67.5K +1,171 +12%
CFMC
692
Curbstone Financial Management Corp
New Hampshire
$619K -$11.5K -200 -2%
NS
693
NBC Securities
Alabama
$619K -$7.37K -128 -1%
AIA
694
Affinity Investment Advisors
California
$618K +$618K +10,719 New
WANY
695
Wealthspire Advisors (New York)
New York
$615K +$57.9K +1,005 +10%
TSS
696
Two Sigma Securities
New York
$613K +$389K +6,747 +174%
EF
697
Empowered Funds
Pennsylvania
$612K +$134K +2,328 +28%
DWP
698
Daymark Wealth Partners
Ohio
$611K -$93.3K -1,620 -13%
EIP
699
Epoch Investment Partners
New York
$611K +$350K +6,081 +135%
WJWM
700
Williams Jones Wealth Management
New York
$610K +$12.3K +214 +2%