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Bank of New York Mellon

1,060 hedge funds and large institutions have $37.6B invested in Bank of New York Mellon in 2019 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 313 increasing their positions, 394 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,060
Holders Change
+80
Holders Change %
+8.16%
% of All Funds
20.93%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.45%
New
157
Increased
313
Reduced
394
Closed
62
Calls
$93.4M
Puts
$130M
Net Calls
-$36.4M
Net Calls Change
+$77.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WIC
751
Whitegate Investment Counselors
New Hampshire
$301K -$8.57K -170 -3%
CCP
752
Corient Capital Partners
California
$300K +$300K +5,955 New
LOAMS
753
Lombard Odier Asset Management (Switzerland)
Switzerland
$296K
OPS
754
Orion Portfolio Solutions
Nebraska
$295K +$295K +5,863 New
WPW
755
Waldron Private Wealth
Pennsylvania
$293K +$293K +5,830 New
LWAC
756
Laurel Wealth Advisors (California)
California
$292K -$37.1K -737 -11%
BMC
757
Benin Management Corp
Connecticut
$291K
LFA
758
Legacy Financial Advisors
Kentucky
$290K -$216K -4,299 -43%
MWP
759
MYCIO Wealth Partners
Pennsylvania
$290K
PFSC
760
Peoples Financial Services Corp
Pennsylvania
$287K +$50.4K +1,000 +21%
SC
761
Searle & Co
Connecticut
$286K
LCM
762
Logan Capital Management
Pennsylvania
$284K
LWM
763
Liberty Wealth Management
California
$283K
CIC
764
Crawford Investment Counsel
Georgia
$282K
FG
765
Fiduciary Group
Georgia
$280K -$10.1K -200 -3%
AW
766
Alpha Windward
Massachusetts
$280K -$2.87K -57 -1%
MWM
767
Modera Wealth Management
New Jersey
$280K -$2.11K -42 -0.7%
ST
768
Spinnaker Trust
Maine
$277K -$7.44K -148 -3%
SIC
769
Schwartz Investment Counsel
Michigan
$277K
TNB
770
TCF National Bank
South Dakota
$276K -$755 -15 -0.3%
EW
771
Evoke Wealth
California
$274K -$144K -2,859 -34%
CT
772
Cambridge Trust
Massachusetts
$274K +$805 +16 +0.3%
KFGK
773
Keystone Financial Group (Kentucky)
Kentucky
$272K
FCM
774
Firestone Capital Management
Florida
$272K +$272K +5,413 New
MA
775
Montag & Associates
Georgia
$269K -$15.1K -300 -5%