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Bank of New York Mellon

1,157 hedge funds and large institutions have $33.8B invested in Bank of New York Mellon in 2023 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 361 increasing their positions, 428 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,157
Holders Change
+82
Holders Change %
+7.63%
% of All Funds
16.96%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
177
Increased
361
Reduced
428
Closed
78
Calls
$234M
Puts
$164M
Net Calls
+$70M
Net Calls Change
+$40.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HAG
751
HF Advisory Group
Maryland
$347K +$86.1K +1,655 +33%
RRA
752
Round Rock Advisors
Connecticut
$346K
HVIA
753
Hudson Valley Investment Advisors
New York
$345K -$453K -8,590 -57%
CI
754
CX Institutional
Indiana
$340K -$65.5K -1,258 -16%
FFA
755
First Foundation Advisors
California
$340K -$262K -5,025 -44%
WP
756
WealthSource Partners
California
$339K +$8.33K +160 +3%
Cohen & Steers
757
Cohen & Steers
New York
$338K +$158K +3,034 +88%
KCM
758
Kathmere Capital Management
Pennsylvania
$335K +$62.1K +1,194 +23%
HKIM
759
Hayek Kallen Investment Management
Alabama
$335K
AIM
760
Alhambra Investment Management
Florida
$329K
VT
761
Vise Technologies
New York
$329K +$329K +6,314 New
RC
762
Rovin Capital
Arizona
$325K +$69.4K +1,333 +27%
DADC
763
D.A. Davidson & Co
Montana
$325K +$52 +1 +0%
VCM
764
Vivaldi Capital Management
Illinois
$324K +$10.3K +192 +3%
TSW
765
Thompson Siegel & Walmsley
Virginia
$321K -$1.56K -30 -0.5%
IA
766
IFG Advisors
Missouri
$321K +$8.33K +160 +3%
PL
767
Perpetual Ltd
Australia
$320K -$79.2K -1,522 -20%
TPI
768
Trust Point Inc
Wisconsin
$310K +$310K +5,947 New
SIM
769
Studio Investment Management
Illinois
$309K -$80.5K -1,546 -21%
AIA
770
Angeles Investment Advisors
California
$307K -$1.51K -29 -0.5%
KFGK
771
Keystone Financial Group (Kentucky)
Kentucky
$307K -$15.6K -300 -5%
MWM
772
Modern Wealth Management
Kansas
$305K +$305K +5,856 New
PTC
773
Private Trust Company
Ohio
$304K -$226K -4,349 -43%
FBC
774
Fairfield, Bush & Co
Connecticut
$304K
LJAC
775
L.J. Altfest & Co
New York
$304K