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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 %
IWA
726
IVC Wealth Advisors
Pennsylvania
$386K +$260 +5 +0.1%
MG
727
Mather Group
Illinois
$384K -$5.67K -109 -1%
MWM
728
Modera Wealth Management
New Jersey
$379K +$121K +2,334 +47%
KFP
729
KMG Fiduciary Partners
Ohio
$378K +$1.87K +36 +0.5%
FNBTCON
730
First National Bank & Trust Co of Newtown
Pennsylvania
$374K
CAM
731
Congress Asset Management
Massachusetts
$373K
UM
732
UniSuper Management
Australia
$372K +$70.5K +1,354 +23%
BL
733
BFSG LLC
California
$372K +$1.04K +20 +0.3%
STB
734
S&T Bank
Pennsylvania
$372K
BRIA
735
Balanced Rock Investment Advisors
Massachusetts
$365K +$365K +7,020 New
RWPA
736
Richard W. Paul & Associates
Michigan
$365K -$9.79K -188 -3%
NP
737
NorthRock Partners
Minnesota
$365K +$365K +7,008 New
WPW
738
Waldron Private Wealth
Pennsylvania
$363K +$61.6K +1,184 +20%
BHCM
739
Brevan Howard Capital Management
Jersey
$363K +$363K +6,974 New
WDC
740
Woodward Diversified Capital
California
$363K -$8.33K -160 -2%
SDAM
741
Shulman DeMeo Asset Management
New York
$361K +$4.74K +91 +1%
CIA
742
Concurrent Investment Advisors
Florida
$360K +$360K +6,921 New
HAG
743
HighPoint Advisor Group
Illinois
$360K +$360K +6,366 New
PCM
744
Penserra Capital Management
California
$358K -$78.9K -1,523 -18%
FNBT
745
FineMark National Bank & Trust
Florida
$355K
PTC
746
Petrus Trust Company
Texas
$354K -$308K -5,914 -47%
WBCM
747
Wilson & Boucher Capital Management
California
$353K -$10.4K -200 -3%
AUB
748
Atlantic Union Bankshares
Virginia
$353K
AG
749
Ascent Group
Virginia
$351K -$723 -13 -0.2%
TCPWM
750
Traverso Chambers Private Wealth Management
California
$349K +$312 +6 +0.1%