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Bank of New York Mellon

1,068 hedge funds and large institutions have $43.3B invested in Bank of New York Mellon in 2018 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 356 increasing their positions, 428 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
+2
Holders Change %
+0.19%
% of All Funds
24.51%
Holding in Top 10
30
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-18.92%
% of All Funds
0.69%
New
91
Increased
356
Reduced
428
Closed
77
Calls
$187M
Puts
$225M
Net Calls
-$38.6M
Net Calls Change
+$63.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WIC
751
Whitegate Investment Counselors
New Hampshire
$399K
CA
752
Capital Advantage
California
$397K
CNBT
753
Canandaigua National Bank & Trust
New York
$397K +$48.9K +950 +14%
WEC
754
Winslow Evans & Crocker
Massachusetts
$397K
FBA
755
Front Barnett Associates
Illinois
$396K +$6.08K +118 +2%
FHA
756
First Horizon Advisors
Tennessee
$394K
MCM
757
Manchester Capital Management
Vermont
$393K +$250K +4,862 +175%
Lido Advisors
758
Lido Advisors
California
$390K +$390K +7,584 New
SIG
759
Schaller Investment Group
North Carolina
$389K
SSWM
760
Sheets Smith Wealth Management
North Carolina
$387K
CT
761
Cambridge Trust
Massachusetts
$386K
TSS
762
Two Sigma Securities
New York
$386K +$386K +7,483 New
KWA
763
KCS Wealth Advisory
California
$386K +$386K +7,494 New
USGIU
764
U.S. Global Investors (USGI)
Texas
$386K +$386K +7,500 New
AWA
765
Arete Wealth Advisors
Illinois
$385K
CAW
766
Cornerstone Advisors (Washington)
Washington
$380K
SGCA
767
Steel Grove Capital Advisors
Tennessee
$377K +$56.9K +1,104 +18%
MA
768
MANA Advisors
New York
$375K +$124K +2,406 +49%
IIM
769
Intact Investment Management
Quebec, Canada
$371K -$36.1K -700 -9%
AL
770
Aspiriant LLC
California
$365K +$365K +7,081 New
BLAM
771
Bourne Lent Asset Management
New York
$361K
SBSB
772
Sullivan, Bruyette, Speros & Blaney
Virginia
$360K
PCM
773
Pointe Capital Management
Michigan
$360K +$2.84K +55 +0.8%
AF
774
Arrow Financial
New York
$359K
DCM
775
Dupont Capital Management
Delaware
$355K +$42.2K +820 +14%