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Bank of New York Mellon

1,119 hedge funds and large institutions have $29.9B invested in Bank of New York Mellon in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 434 increasing their positions, 364 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
+7
Holders Change %
+0.63%
% of All Funds
17.91%
Holding in Top 10
12
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-42.86%
% of All Funds
0.19%
New
118
Increased
434
Reduced
364
Closed
87
Calls
$171M
Puts
$228M
Net Calls
-$57.1M
Net Calls Change
-$46.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CI
726
Cigna Investments
Connecticut
$411K -$4.78K -105 -1%
TFA
727
Tranquilli Financial Advisor
New Jersey
$408K +$20.3K +446 +5%
PMAM
728
Penn Mutual Asset Management
Pennsylvania
$407K +$109K +2,400 +37%
FMAEN1
729
Fund Management at Engine No 1
California
$405K +$37.5K +826 +10%
CPC
730
Cookson Peirce & Co
Pennsylvania
$404K +$45K +989 +13%
RCAG
731
Rehmann Capital Advisory Group
Michigan
$396K -$273 -6 -0.1%
OWA
732
One Wealth Advisors
California
$395K +$38K +837 +11%
TAM
733
Trust Asset Management
Texas
$390K +$9.09K +200 +2%
CIC
734
Crawford Investment Counsel
Georgia
$388K +$1.09K +24 +0.3%
C
735
Certuity
Florida
$388K
WANY
736
Wealthspire Advisors (New York)
New York
$387K -$94.2K -2,072 -20%
SFS
737
Summit Financial Strategies
Ohio
$384K
CCM
738
Coldstream Capital Management
Washington
$381K +$5.41K +119 +1%
CT
739
Coastline Trust
Rhode Island
$381K -$15.9K -350 -4%
AG
740
Ascent Group
Virginia
$381K +$76.1K +1,674 +25%
DBIA
741
Dumont & Blake Investment Advisors
New Jersey
$380K -$6.59K -145 -2%
FLPIM
742
F.L. Putnam Investment Management
Massachusetts
$376K +$376K +8,268 New
HIM
743
Hillsdale Investment Management
Ontario, Canada
$374K +$374K +8,220 New
WBCM
744
Wilson & Boucher Capital Management
California
$370K
HI
745
Hendershot Investments
Virginia
$367K
PWPS
746
Pinnacle Wealth Planning Services
Ohio
$365K -$182 -4 -0%
FMLI
747
Fukoku Mutual Life Insurance
Japan
$365K
GCP
748
GSA Capital Partners
United Kingdom
$363K +$363K +7,991 New
BIG
749
Builder Investment Group
Georgia
$360K
WSFS
750
Wilmington Savings Fund Society
Delaware
$359K