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Bank of New York Mellon

1,074 hedge funds and large institutions have $36.9B invested in Bank of New York Mellon in 2021 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 375 increasing their positions, 365 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,074
Holders Change
+20
Holders Change %
+1.9%
% of All Funds
18.75%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.35%
New
109
Increased
375
Reduced
365
Closed
80
Calls
$141M
Puts
$171M
Net Calls
-$30.4M
Net Calls Change
-$7.75M
Name Holding Trade Value Shares
Change
Shares
Change %
LOAMS
751
Lombard Odier Asset Management (Switzerland)
Switzerland
$330K +$83.8K +1,636 +34%
IA
752
IFG Advisors
Missouri
$326K
MWM
753
Meridian Wealth Management
Kentucky
$325K +$325K +6,342 New
LJAC
754
L.J. Altfest & Co
New York
$322K -$11.8K -231 -4%
AC
755
Alexandria Capital
Virginia
$322K
BBA
756
BLB&B Advisors
Pennsylvania
$322K +$5.37K +105 +2%
BAM
757
Berkshire Asset Management
Pennsylvania
$321K +$6.72K +131 +2%
AIA
758
Avalon Investment & Advisory
Texas
$320K
DWM
759
Dorchester Wealth Management
Quebec, Canada
$318K
TFA
760
Tranquilli Financial Advisor
New Jersey
$318K +$308 +6 +0.1%
BL
761
Balentine LLC
Georgia
$318K +$318K +6,201 New
PIM
762
Perpetual Investment Management
Australia
$315K +$61.2K +1,200 +24%
Walleye Trading
763
Walleye Trading
New York
$310K -$838K -16,350 -73%
CA
764
Cetera Advisors
Colorado
$310K +$43.9K +858 +16%
VCM
765
Vivaldi Capital Management
Illinois
$309K -$1.56K -29 -0.5%
AWC
766
Abundance Wealth Counselors
Pennsylvania
$308K +$308K +6,013 New
NIM
767
Northeast Investment Management
Massachusetts
$307K
AIM
768
Alhambra Investment Management
Florida
$306K
SWA
769
Sax Wealth Advisors
New Jersey
$306K
PA
770
Parallel Advisors
California
$303K +$33.5K +654 +12%
BEAM
771
Baker Ellis Asset Management
Washington
$302K
WPW
772
Waldron Private Wealth
Pennsylvania
$302K +$32.2K +629 +12%
CM
773
Caption Management
Oklahoma
$301K +$301K +5,900 New
TMAM
774
Tokio Marine Asset Management
Japan
$300K +$44.7K +871 +17%
IWC
775
Integrated Wealth Concepts
Massachusetts
$297K -$155K -3,028 -34%