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Bank of New York Mellon

1,046 hedge funds and large institutions have $36.1B invested in Bank of New York Mellon in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 356 increasing their positions, 398 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,046
Holders Change
-28
Holders Change %
-2.61%
% of All Funds
18.37%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.39%
New
70
Increased
356
Reduced
398
Closed
86
Calls
$166M
Puts
$204M
Net Calls
-$38.2M
Net Calls Change
-$7.85M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
751
Vivaldi Capital Management
Illinois
$297K
BIP
752
Blueprint Investment Partners
North Carolina
$297K +$297K +5,723 New
SCM
753
Salem Capital Management
Massachusetts
$295K
PWLP
754
Prio Wealth Limited Partnership
Massachusetts
$291K +$1.92K +37 +0.7%
AAM
755
Advisors Asset Management
Colorado
$291K +$129K +2,485 +80%
SKK
756
Shepherd Kaplan Krochuk
Massachusetts
$290K -$135K -2,600 -32%
WCM
757
Whitener Capital Management
North Carolina
$290K -$44.1K -1,040 -13%
BWP
758
BSW Wealth Partners
Colorado
$289K +$289K +5,568 New
BFS
759
Bard Financial Services
Connecticut
$287K
OIA
760
OneDigital Investment Advisors
Kansas
$287K +$5.55K +107 +2%
EGM
761
Engineers Gate Manager
New York
$283K +$283K +5,463 New
LA
762
LVW Advisors
New York
$283K +$283K +5,465 New
TSS
763
Two Sigma Securities
New York
$282K +$282K +5,442 New
RWM
764
Ritholtz Wealth Management
New York
$281K +$1.92K +37 +0.7%
BHBT
765
Burke & Herbert Bank & Trust
Virginia
$280K +$12.2K +235 +5%
ISWM
766
Independent Solutions Wealth Management
New York
$278K +$34K +655 +14%
FCM
767
Firestone Capital Management
Florida
$277K
HI
768
Horizon Investments
North Carolina
$276K +$276K +5,348 New
NIM
769
Northeast Investment Management
Massachusetts
$272K -$38.9K -750 -13%
SCM
770
Shelton Capital Management
Colorado
$269K -$15.6K -301 -5%
TC
771
Trust Company
Kansas
$268K -$410K -7,897 -60%
RIL
772
Rothschild Investment LLC
Illinois
$268K -$15.6K -300 -5%
SCA
773
Snowden Capital Advisors
New York
$268K -$15.2K -293 -5%
SWA
774
Sutton Wealth Advisors
Florida
$267K +$363 +7 +0.1%
VAM
775
Verity Asset Management
North Carolina
$267K +$22.4K +431 +9%