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Bank of New York Mellon

1,157 hedge funds and large institutions have $33.8B invested in Bank of New York Mellon in 2023 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 361 increasing their positions, 428 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,157
Holders Change
+82
Holders Change %
+7.63%
% of All Funds
16.96%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
177
Increased
361
Reduced
428
Closed
78
Calls
$234M
Puts
$164M
Net Calls
+$70M
Net Calls Change
+$40.1M
Name Holding Trade Value Shares
Change
Shares
Change %
RCM
701
RB Capital Management
Nevada
$418K -$4.27K -82 -1%
CSC
702
Caldwell Sutter Capital
California
$413K
BIG
703
Builder Investment Group
Georgia
$412K
HI
704
Hendershot Investments
Virginia
$410K
CCA
705
Checchi Capital Advisers
California
$408K +$49K +941 +14%
NFG
706
Nations Financial Group
Iowa
$407K -$3.12K -60 -0.8%
LIM
707
Longfellow Investment Management
Massachusetts
$406K -$321K -6,169 -44%
FCBT
708
First Citizens Bank & Trust
North Carolina
$406K +$3.54K +68 +0.9%
CC
709
Courier Capital
New York
$405K +$156 +3 +0%
JFA
710
JNBA Financial Advisors
Minnesota
$403K -$6.14K -118 -2%
BAM
711
Blueshift Asset Management
New Jersey
$402K -$763K -14,661 -66%
KIG
712
Kowal Investment Group
Wisconsin
$400K -$52 -1 -0%
CPIA
713
Cornell Pochily Investment Advisors
New York
$400K -$4.89K -94 -1%
ACM
714
Argent Capital Management
Missouri
$400K -$6.45K -124 -2%
OTPPB
715
Ontario Teachers' Pension Plan Board
Ontario, Canada
$397K +$397K +7,625 New
TA
716
Tectonic Advisors
Texas
$397K +$61K +1,172 +18%
HWA
717
Heritage Wealth Advisors
Virginia
$395K -$15.6K -300 -4%
SF
718
Summit Financial
New Jersey
$394K +$8.38K +161 +2%
BG
719
Bahl & Gaynor
Ohio
$393K -$196K -3,760 -33%
GT
720
Glenview Trust
Kentucky
$393K +$6.77K +130 +2%
MCM
721
Manchester Capital Management
Vermont
$392K +$11.2K +216 +3%
CGL
722
Clarius Group LLC
Washington
$391K -$26.8K -515 -6%
BL
723
Balentine LLC
Georgia
$390K +$16.1K +309 +4%
HNB
724
Huntington National Bank
Ohio
$388K +$11K +211 +3%
PWPS
725
Pinnacle Wealth Planning Services
Ohio
$387K -$6.77K -130 -2%