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Bank of New York Mellon

1,075 hedge funds and large institutions have $27.3B invested in Bank of New York Mellon in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 379 increasing their positions, 392 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
+3
Holders Change %
+0.28%
% of All Funds
17.14%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
86
Increased
379
Reduced
392
Closed
67
Calls
$169M
Puts
$139M
Net Calls
+$30M
Net Calls Change
-$1.73M
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
701
Summit Financial Strategies
Ohio
$360K
CI
702
Cigna Investments
Connecticut
$359K -$43.2K -1,012 -11%
BMCM
703
Bryn Mawr Capital Management
Pennsylvania
$358K +$358K +8,405 New
PCM
704
Penserra Capital Management
California
$358K -$4.25K -100 -1%
LAM
705
Lountzis Asset Management
Pennsylvania
$358K
HWM
706
HB Wealth Management
Georgia
$351K +$129K +3,036 +59%
DA
707
Denali Advisors
California
$348K -$350K -8,203 -50%
QOP
708
Quinn Opportunity Partners
Virginia
$348K
CA
709
Clearstead Advisors
Ohio
$347K +$175K +4,094 +101%
RCM
710
RB Capital Management
Nevada
$346K +$85 +2 +0%
FMLI
711
Fukoku Mutual Life Insurance
Japan
$342K
CGL
712
Clarius Group LLC
Washington
$342K -$89.9K -2,107 -21%
WSFS
713
Wilmington Savings Fund Society
Delaware
$341K +$11K +258 +3%
CCM
714
Coldstream Capital Management
Washington
$341K -$19.1K -448 -5%
NG
715
Northstar Group
New York
$340K -$38.2K -896 -10%
CSC
716
Caldwell Sutter Capital
California
$339K
BIG
717
Builder Investment Group
Georgia
$338K
HWA
718
Heritage Wealth Advisors
Virginia
$336K
NFG
719
Nations Financial Group
Iowa
$336K -$4.44K -104 -1%
HI
720
Hendershot Investments
Virginia
$336K -$8.53K -200 -2%
JFA
721
JNBA Financial Advisors
Minnesota
$335K
MOS
722
MGO One Seven
Ohio
$334K -$9.26K -217 -3%
KPWS
723
Kestra Private Wealth Services
Texas
$333K +$2.73K +64 +0.8%
WA
724
WealthTrust Axiom
Pennsylvania
$333K -$394K -9,227 -54%
SIA
725
SkyView Investment Advisors
New Jersey
$333K +$14.6K +342 +5%