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Bank of New York Mellon

1,072 hedge funds and large institutions have $28.9B invested in Bank of New York Mellon in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 366 increasing their positions, 437 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
-47
Holders Change %
-4.2%
% of All Funds
16.91%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
73
Increased
366
Reduced
437
Closed
115
Calls
$157M
Puts
$126M
Net Calls
+$31.7M
Net Calls Change
+$88.8M
Name Holding Trade Value Shares
Change
Shares
Change %
EP
701
Edgestream Partners
New Jersey
$376K -$2.73M -61,226 -88%
SFS
702
Summit Financial Strategies
Ohio
$376K
CCM
703
Coldstream Capital Management
Washington
$376K +$2.18K +49 +0.6%
1IA
704
1620 Investment Advisors
Massachusetts
$375K +$375K +7,485 New
CT
705
Chicago Trust
Illinois
$368K -$249K -5,590 -40%
PFGIA
706
Patriot Financial Group Insurance Agency
Massachusetts
$366K +$57.5K +1,291 +19%
HIM
707
Hillsdale Investment Management
Ontario, Canada
$366K
MFS
708
Mirabella Financial Services
United Kingdom
$363K +$363K +8,153 New
QOP
709
Quinn Opportunity Partners
Virginia
$363K -$154K -3,456 -30%
GC
710
Gilbert & Cook
Iowa
$362K +$27.5K +618 +8%
RCM
711
RB Capital Management
Nevada
$361K +$25.9K +582 +8%
HI
712
Hendershot Investments
Virginia
$359K
MOS
713
MGO One Seven
Ohio
$358K -$92K -2,066 -20%
FMLI
714
Fukoku Mutual Life Insurance
Japan
$357K
NFG
715
Nations Financial Group
Iowa
$355K +$30.2K +678 +9%
CSC
716
Caldwell Sutter Capital
California
$354K +$354K +7,943 New
BIG
717
Builder Investment Group
Georgia
$353K
LCC
718
Lincoln Capital Corp
Rhode Island
$352K +$129K +2,900 +58%
HWA
719
Heritage Wealth Advisors
Virginia
$351K
RWA
720
Ropes Wealth Advisors
Massachusetts
$350K +$26.7K +600 +8%
JFA
721
JNBA Financial Advisors
Minnesota
$350K
ACM
722
Argent Capital Management
Missouri
$347K
GT
723
Glenview Trust
Kentucky
$346K
KPWS
724
Kestra Private Wealth Services
Texas
$345K +$8.33K +187 +2%
WSFS
725
Wilmington Savings Fund Society
Delaware
$344K -$6.67K -150 -2%