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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 %
ACM
776
Acrisure Capital Management
Texas
$327K +$327K +7,203 New
HWM
777
HB Wealth Management
Georgia
$326K +$66.7K +1,468 +26%
STB
778
S&T Bank
Pennsylvania
$325K -$2.27K -50 -0.7%
SC
779
SRB Corp
Massachusetts
$325K +$325K +7,144 New
SIA
780
SkyView Investment Advisors
New Jersey
$324K +$43.6K +959 +16%
FBA
781
Front Barnett Associates
Illinois
$319K
SDWMA
782
Schneider Downs Wealth Management Advisors
Pennsylvania
$317K -$20.4K -450 -6%
KA
783
Kovack Advisors
Florida
$317K +$9.86K +217 +3%
PFGIA
784
Patriot Financial Group Insurance Agency
Massachusetts
$315K +$63.3K +1,393 +25%
ODFS
785
O'Donnell Financial Services
California
$312K
FNBT
786
FineMark National Bank & Trust
Florida
$312K +$2.45K +54 +0.8%
AUB
787
Atlantic Union Bankshares
Virginia
$308K
TCPWM
788
Traverso Chambers Private Wealth Management
California
$304K +$227 +5 +0.1%
WDC
789
Woodward Diversified Capital
California
$303K +$14K +308 +5%
TCM
790
TAM Capital Management
Connecticut
$303K +$61K +135,908 +25%
RRA
791
Round Rock Advisors
Connecticut
$302K
SFI
792
Siemens Fonds Invest
Germany
$300K -$5.73K -126 -2%
AWM
793
Axxcess Wealth Management
California
$299K -$5.91K -130 -2%
KFP
794
KB Financial Partners
New Jersey
$298K +$34.3K +755 +13%
AI
795
Accredited Investors
Minnesota
$295K -$370K -8,140 -56%
PWM
796
Perigon Wealth Management
California
$295K +$14.8K +326 +5%
FMTCOCP
797
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$294K
HKIM
798
Hayek Kallen Investment Management
Alabama
$292K
BEAM
799
Baker Ellis Asset Management
Washington
$290K -$127K -2,800 -30%
WPW
800
Waldron Private Wealth
Pennsylvania
$289K -$7K -154 -2%