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Bank of New York Mellon

1,119 hedge funds and large institutions have $29.9B invested in Bank of New York Mellon in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 434 increasing their positions, 364 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
+7
Holders Change %
+0.63%
% of All Funds
17.91%
Holding in Top 10
12
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-42.86%
% of All Funds
0.19%
New
118
Increased
434
Reduced
364
Closed
87
Calls
$171M
Puts
$228M
Net Calls
-$57.1M
Net Calls Change
-$46.3M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
751
Heritage Wealth Advisors
Virginia
$358K
JFA
752
JNBA Financial Advisors
Minnesota
$357K
CA
753
Cullinan Associates
Kentucky
$355K -$4.32K -95 -1%
ACM
754
Argent Capital Management
Missouri
$355K
GT
755
Glenview Trust
Kentucky
$354K
GL
756
Graypoint LLC
New York
$351K -$15.5K -341 -4%
CBT
757
Central Bank & Trust
Kentucky
$348K +$50.7K +1,116 +17%
KPWS
758
Kestra Private Wealth Services
Texas
$344K +$13.4K +295 +4%
IWA
759
IVC Wealth Advisors
Pennsylvania
$343K -$2.23K -49 -0.6%
GC
760
Gilbert & Cook
Iowa
$342K +$2.77K +61 +0.8%
SAG
761
SageView Advisory Group
California
$342K -$25.9K -571 -7%
RCM
762
RB Capital Management
Nevada
$342K +$342K +7,519 New
WP
763
Waycross Partners
Kentucky
$341K +$341K +7,500 New
SF
764
Summit Financial
New Jersey
$341K -$15.5K -341 -4%
RWPA
765
Richard W. Paul & Associates
Michigan
$341K +$8.54K +188 +3%
SDAM
766
Shulman DeMeo Asset Management
New York
$340K +$2.41K +53 +0.7%
WTC
767
WhitTier Trust Company
Nevada
$340K
CCA
768
Checchi Capital Advisers
California
$337K +$863 +19 +0.3%
KCM
769
Kathmere Capital Management
Pennsylvania
$333K +$66.3K +1,459 +25%
TL
770
Tradewinds LLC
North Carolina
$332K +$332K +7,311 New
NFG
771
Nations Financial Group
Iowa
$332K +$75.7K +1,665 +30%
FCBT
772
First Citizens Bank & Trust
North Carolina
$331K -$4.14K -91 -1%
FNBTCON
773
First National Bank & Trust Co of Newtown
Pennsylvania
$331K -$13.6K -300 -4%
RWA
774
Ropes Wealth Advisors
Massachusetts
$330K +$330K +7,272 New
KFP
775
KMG Fiduciary Partners
Ohio
$328K -$26.7K -587 -8%