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Bank of New York Mellon

1,072 hedge funds and large institutions have $28.9B invested in Bank of New York Mellon in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 366 increasing their positions, 437 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
-47
Holders Change %
-4.2%
% of All Funds
16.91%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
73
Increased
366
Reduced
437
Closed
115
Calls
$157M
Puts
$126M
Net Calls
+$31.7M
Net Calls Change
+$88.8M
Name Holding Trade Value Shares
Change
Shares
Change %
DS
751
DRW Securities
Illinois
$314K +$314K +7,049 New
SDWMA
752
Schneider Downs Wealth Management Advisors
Pennsylvania
$311K
AIA
753
Angeles Investment Advisors
California
$307K +$86.5K +1,943 +39%
ODFS
754
O'Donnell Financial Services
California
$306K
JWM
755
Jeppson Wealth Management
California
$305K +$28.9K +650 +10%
FNBT
756
FineMark National Bank & Trust
Florida
$305K -$178 -4 -0.1%
WP
757
WealthSource Partners
California
$302K +$60.2K +1,352 +25%
KFP
758
KB Financial Partners
New Jersey
$298K +$5.83K +131 +2%
TCPWM
759
Traverso Chambers Private Wealth Management
California
$298K +$267 +6 +0.1%
AWM
760
Axxcess Wealth Management
California
$297K +$4.01K +90 +1%
RRA
761
Round Rock Advisors
Connecticut
$296K
SFI
762
Siemens Fonds Invest
Germany
$293K
PTC
763
Petrus Trust Company
Texas
$292K -$219K -4,908 -43%
FBA
764
Front Barnett Associates
Illinois
$291K -$22.3K -500 -7%
AI
765
Accredited Investors
Minnesota
$289K
DCM
766
Dupont Capital Management
Delaware
$286K -$1.07M -24,119 -79%
HKIM
767
Hayek Kallen Investment Management
Alabama
$286K
MG
768
Meritage Group
California
$286K +$286K +6,421 New
PL
769
Perpetual Ltd
Australia
$285K +$3.56K +80 +1%
WDC
770
Woodward Diversified Capital
California
$285K -$11.4K -256 -4%
AIM
771
Alhambra Investment Management
Florida
$282K
MIC
772
Meridian Investment Counsel
California
$279K
IAA
773
Independent Advisor Alliance
North Carolina
$279K +$45.1K +1,012 +19%
KFGK
774
Keystone Financial Group (Kentucky)
Kentucky
$276K +$276K +6,190 New
TSW
775
Thompson Siegel & Walmsley
Virginia
$275K