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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 %
SWS
776
SYSTM Wealth Solutions
Illinois
$270K +$270K +6,075 New
WPW
777
Waldron Private Wealth
Pennsylvania
$268K -$15.6K -351 -6%
IA
778
IFG Advisors
Missouri
$267K
MCA
779
Martin Capital Advisors
Texas
$264K -$16.5K -370 -6%
SPC
780
Sigma Planning Corp
Michigan
$264K -$579K -12,997 -69%
AG
781
Ascent Group
Virginia
$261K -$123K -2,680 -32%
LTI
782
Laffer Tengler Investments
Tennessee
$261K -$861K -19,332 -77%
FBC
783
Fairfield, Bush & Co
Connecticut
$260K
LJAC
784
L.J. Altfest & Co
New York
$260K +$401 +9 +0.2%
PA
785
Parallel Advisors
California
$259K +$32.8K +736 +15%
VCM
786
Vivaldi Capital Management
Illinois
$255K +$846 +19 +0.3%
MGIA
787
Moneta Group Investment Advisors
Missouri
$255K -$16.5K -370 -6%
ME
788
McIlrath & Eck
Washington
$254K +$11.9K +268 +5%
KA
789
Kovack Advisors
Florida
$251K -$58.9K -1,324 -19%
EF
790
Empowered Funds
Pennsylvania
$248K -$634K -14,242 -72%
EST
791
EA Series Trust
Pennsylvania
$248K +$248K +5,567 New
BFS
792
Bard Financial Services
Connecticut
$247K
OWA
793
One Wealth Advisors
California
$246K -$141K -3,160 -36%
JCM
794
Janney Capital Management
Pennsylvania
$246K +$246K +5,525 New
PCMC
795
Paragon Capital Management (Colorado)
Colorado
$246K +$29.7K +667 +14%
UM
796
UniSuper Management
Australia
$245K +$245K +5,500 New
HH
797
Hilltop Holdings
Texas
$244K +$244K +5,483 New
CWS
798
Confluence Wealth Services
Pennsylvania
$242K +$45 +1 +0%
Fisher Asset Management
799
Fisher Asset Management
Washington
$240K +$240K +5,400 New
MIM
800
Meridiem Investment Management
United Kingdom
$240K