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Bank of New York Mellon

1,112 hedge funds and large institutions have $31B invested in Bank of New York Mellon in 2022 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 371 increasing their positions, 373 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
+89
Holders Change %
+8.7%
% of All Funds
17.94%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.34%
New
173
Increased
371
Reduced
373
Closed
65
Calls
$148M
Puts
$159M
Net Calls
-$10.7M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
701
Coastline Trust
Rhode Island
$398K -$4.55K -100 -1%
RCAG
702
Rehmann Capital Advisory Group
Michigan
$397K -$68.7K -1,509 -15%
MCM
703
Manchester Capital Management
Vermont
$397K +$182 +4 +0%
CCM
704
Chilton Capital Management
Texas
$396K
CPIA
705
Cornell Pochily Investment Advisors
New York
$393K -$11K -241 -3%
BPA
706
Beacon Pointe Advisors
California
$392K -$17.6K -386 -4%
OPS
707
Orion Portfolio Solutions
Nebraska
$390K +$32K +704 +9%
TFA
708
Tranquilli Financial Advisor
New Jersey
$388K +$56.4K +1,240 +17%
C
709
Certuity
Florida
$388K
DBIA
710
Dumont & Blake Investment Advisors
New Jersey
$388K -$1.6K -35 -0.4%
CIC
711
Crawford Investment Counsel
Georgia
$387K
EI
712
Ellevest Inc
New York
$387K +$82.7K +1,817 +27%
HSA
713
HBK Sorce Advisory
Pennsylvania
$385K +$385K +8,468 New
SFS
714
Summit Financial Strategies
Ohio
$385K
TTWM
715
TCV Trust & Wealth Management
Virginia
$383K
TAM
716
Trust Asset Management
Texas
$382K
DC
717
Davenport & Co
Virginia
$380K -$8.3K -182 -2%
CCM
718
Coldstream Capital Management
Washington
$377K +$377K +8,275 New
PAG
719
Private Advisor Group
New Jersey
$375K -$11K -1,258 -3%
WBCM
720
Wilson & Boucher Capital Management
California
$371K -$20.5K -450 -5%
FMAEN1
721
Fund Management at Engine No 1
California
$368K +$46.5K +1,021 +14%
SAG
722
SageView Advisory Group
California
$368K +$368K +8,090 New
HI
723
Hendershot Investments
Virginia
$368K
GL
724
Graypoint LLC
New York
$367K +$71K +1,559 +24%
PWPS
725
Pinnacle Wealth Planning Services
Ohio
$366K +$366K +8,035 New