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Bank of New York Mellon

1,046 hedge funds and large institutions have $36.1B invested in Bank of New York Mellon in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 356 increasing their positions, 398 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,046
Holders Change
-28
Holders Change %
-2.61%
% of All Funds
18.37%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.39%
New
70
Increased
356
Reduced
398
Closed
86
Calls
$166M
Puts
$204M
Net Calls
-$38.2M
Net Calls Change
-$7.85M
Name Holding Trade Value Shares
Change
Shares
Change %
LA
701
Latitude Advisors
Florida
$373K +$373K +7,202 New
QPWM
702
Quadrant Private Wealth Management
Pennsylvania
$372K
CFA
703
Carroll Financial Associates
North Carolina
$369K -$13.1K -253 -3%
FBA
704
Front Barnett Associates
Illinois
$364K
TMAM
705
Tokio Marine Asset Management
Japan
$361K +$58K +1,121 +19%
CCA
706
Checchi Capital Advisers
California
$359K +$5.08K +98 +1%
SIM
707
Sentry Investment Management
Wisconsin
$358K -$55.5K -1,071 -13%
AUB
708
Atlantic Union Bankshares
Virginia
$358K -$14.7K -284 -4%
SDAM
709
Shulman DeMeo Asset Management
New York
$358K +$358K +6,911 New
QCM
710
Quantinno Capital Management
New York
$356K +$13.1K +252 +4%
PA
711
Parallel Advisors
California
$356K +$48.6K +937 +16%
ODFS
712
O'Donnell Financial Services
California
$356K +$356K +6,866 New
FNBT
713
FineMark National Bank & Trust
Florida
$354K -$18.6K -358 -5%
JSC
714
Jackson Square Capital
California
$354K
CPO
715
Cerity Partners OCIO
New York
$354K +$363 +7 +0.1%
TI
716
Tidal Investments
Wisconsin
$354K +$54K +1,044 +18%
AWM
717
Apollon Wealth Management
South Carolina
$354K +$120K +2,310 +51%
SC
718
Sepio Capital
Utah
$352K +$52 +1 +0%
CA
719
Cetera Advisors
Colorado
$351K +$37.1K +716 +12%
PFSC
720
Peoples Financial Services Corp
Pennsylvania
$350K
AI
721
Accredited Investors
Minnesota
$347K -$10.4K -200 -3%
CM
722
Columbus Macro
Pennsylvania
$345K -$5.08K -98 -1%
TCPWM
723
Traverso Chambers Private Wealth Management
California
$345K +$259 +5 +0.1%
HNB
724
Huntington National Bank
Ohio
$344K -$90.1K -1,737 -21%
WI
725
WrapManager Inc
California
$344K -$12.4K -239 -3%