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Bank of New York Mellon

1,276 hedge funds and large institutions have $43.3B invested in Bank of New York Mellon in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 427 increasing their positions, 475 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,276
Holders Change
+36
Holders Change %
+2.9%
% of All Funds
18.46%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.29%
New
137
Increased
427
Reduced
475
Closed
85
Calls
$294M
Puts
$186M
Net Calls
+$108M
Net Calls Change
+$67.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SF
676
Summit Financial
New Jersey
$775K -$12.3K -171 -2%
IGAM
677
iA Global Asset Management
Quebec, Canada
$775K +$775K +10,787 New
C
678
CEDRUS
Colorado
$768K -$239K -3,327 -24%
DC
679
Davenport & Co
Virginia
$768K +$7.83K +109 +1%
BFG
680
Bleakley Financial Group
New Jersey
$766K +$46.4K +646 +6%
BRWA
681
B. Riley Wealth Advisors
Florida
$766K -$53.5K -748 -7%
LOAMS
682
Lombard Odier Asset Management (Switzerland)
Switzerland
$766K +$766K +10,655 New
VDI
683
Vaughan David Investments
Illinois
$764K -$39.5K -550 -5%
SCA
684
Snowden Capital Advisors
New York
$757K -$98.2K -1,366 -11%
CFMC
685
Curbstone Financial Management Corp
New Hampshire
$755K -$18K -250 -2%
BMC
686
Benin Management Corp
Connecticut
$746K -$719 -10 -0.1%
HAG
687
HF Advisory Group
Maryland
$745K +$43.6K +607 +6%
NB
688
NBT Bank
New York
$744K
QCG
689
Quadrant Capital Group
Ohio
$744K +$18.6K +259 +3%
FWIA
690
Fort Washington Investment Advisors
Ohio
$742K -$21.6K -300 -3%
BEI
691
Benjamin Edwards Inc
Missouri
$741K +$632K +8,797 +583%
TPA
692
Trivium Point Advisory
Connecticut
$739K +$739K +9,527 New
MFIM
693
Mesirow Financial Investment Management
Illinois
$734K +$13.8K +192 +2%
NFG
694
Nations Financial Group
Iowa
$731K +$110K +1,524 +18%
SWM
695
Silverlake Wealth Management
Vermont
$730K -$2.8K -39 -0.4%
LIM
696
Loudon Investment Management
New Hampshire
$727K -$10.8K -150 -1%
TFA
697
Tranquilli Financial Advisor
New Jersey
$725K +$359 +5 +0%
RL
698
Retireful LLC
Michigan
$724K +$724K +10,078 New
GM
699
GeoWealth Management
Illinois
$720K -$133K -1,850 -16%
HWMO
700
Heritage Wealth Management (Ohio)
Ohio
$719K -$1.8K -25 -0.2%