BK icon

Bank of New York Mellon

1,036 hedge funds and large institutions have $39.4B invested in Bank of New York Mellon in 2018 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 317 increasing their positions, 421 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,036
Holders Change
-27
Holders Change %
-2.54%
% of All Funds
23.12%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.6%
New
96
Increased
317
Reduced
421
Closed
112
Calls
$125M
Puts
$213M
Net Calls
-$88M
Net Calls Change
-$29M
Name Holding Trade Value Shares
Change
Shares
Change %
YL
776
YCG LLC
Texas
$259K
FPS
777
Fieldpoint Private Securities
Connecticut
$258K
ACS
778
Archford Capital Strategies
Illinois
$256K +$39.7K +843 +18%
MA
779
Mutual Advisors
Nebraska
$255K
FCIM
780
Fairview Capital Investment Management
California
$253K
AW
781
Alpha Windward
Massachusetts
$250K -$10.5K -224 -4%
SFG
782
SevenBridge Financial Group
Pennsylvania
$249K -$1.18M -25,105 -83%
SWA
783
Sutton Wealth Advisors
Florida
$248K +$9.79K +208 +4%
BCM
784
Blume Capital Management
California
$247K +$37.6K +800 +18%
LWAC
785
Laurel Wealth Advisors (California)
California
$245K -$70.8K -1,506 -22%
FCI
786
Financial Counselors Inc
Kansas
$245K +$245K +5,202 New
FWM
787
Fairhaven Wealth Management
Illinois
$245K +$245K +5,212 New
Lido Advisors
788
Lido Advisors
California
$243K -$134K -2,856 -36%
WAM
789
Wealthspire Advisors (Maryland)
Maryland
$243K +$23.6K +501 +11%
WCM
790
Washington Capital Management
Washington
$242K
GIA
791
GHP Investment Advisors
Colorado
$242K +$141 +3 +0.1%
CCM
792
Chilton Capital Management
Texas
$241K
ARMT
793
Amica Retiree Medical Trust
Rhode Island
$240K
BHBT
794
Burke & Herbert Bank & Trust
Virginia
$239K
NSB
795
Norway Savings Bank
Maine
$238K
FNT
796
First National Trust
Pennsylvania
$236K -$40.3K -857 -15%
CTC
797
Central Trust Company
Missouri
$236K -$1.37K -29 -0.6%
BDS
798
Banco de Sabadell
Florida
$235K
RWM
799
RKL Wealth Management
Pennsylvania
$234K
ST
800
Spinnaker Trust
Maine
$233K -$9.65K -205 -4%