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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 %
TL
726
Tradewinds LLC
North Carolina
$342K +$16.5K +371 +5%
IPW
727
Impact Partnership Wealth
Georgia
$338K +$338K +7,595 New
PWPS
728
Pinnacle Wealth Planning Services
Ohio
$337K -$20.2K -454 -6%
SDAM
729
Shulman DeMeo Asset Management
New York
$336K +$2.98K +67 +0.9%
KIG
730
Kowal Investment Group
Wisconsin
$334K +$334K +7,500 New
WTC
731
WhitTier Trust Company
Nevada
$333K
DBIA
732
Dumont & Blake Investment Advisors
New Jersey
$333K -$39.4K -885 -11%
SIA
733
SkyView Investment Advisors
New Jersey
$332K +$14.8K +332 +5%
CI
734
CX Institutional
Indiana
$332K +$47K +1,056 +17%
RWPA
735
Richard W. Paul & Associates
Michigan
$332K -$2.05K -46 -0.6%
WBCM
736
Wilson & Boucher Capital Management
California
$331K -$31.2K -700 -9%
GA
737
Geller Advisors
New York
$331K +$331K +7,432 New
SF
738
Summit Financial
New Jersey
$331K -$3.03K -68 -0.9%
IWA
739
IVC Wealth Advisors
Pennsylvania
$328K -$7.57K -170 -2%
MG
740
Mather Group
Illinois
$327K +$57.3K +1,288 +21%
MCM
741
Manchester Capital Management
Vermont
$325K -$195K -4,381 -37%
FCBT
742
First Citizens Bank & Trust
North Carolina
$325K
CCA
743
Checchi Capital Advisers
California
$323K -$8.1K -182 -2%
GL
744
Graypoint LLC
New York
$322K -$21.2K -477 -6%
KFP
745
KMG Fiduciary Partners
Ohio
$322K +$45 +1 +0%
AUB
746
Atlantic Union Bankshares
Virginia
$321K +$19.3K +434 +6%
FNBTCON
747
First National Bank & Trust Co of Newtown
Pennsylvania
$320K -$4.45K -100 -1%
STB
748
S&T Bank
Pennsylvania
$318K
DADC
749
D.A. Davidson & Co
Montana
$317K -$250K -5,613 -44%
BL
750
Balentine LLC
Georgia
$314K -$540K -12,122 -63%