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Bank of New York Mellon

1,075 hedge funds and large institutions have $27.3B invested in Bank of New York Mellon in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 379 increasing their positions, 392 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
+3
Holders Change %
+0.28%
% of All Funds
17.14%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
86
Increased
379
Reduced
392
Closed
67
Calls
$169M
Puts
$139M
Net Calls
+$30M
Net Calls Change
-$1.73M
Name Holding Trade Value Shares
Change
Shares
Change %
GCMG
776
Gyroscope Capital Management Group
Florida
$281K +$281K +6,600 New
FBA
777
Front Barnett Associates
Illinois
$279K
TA
778
Tectonic Advisors
Texas
$275K +$275K +6,448 New
HKIM
779
Hayek Kallen Investment Management
Alabama
$274K
RWA
780
Ropes Wealth Advisors
Massachusetts
$272K -$64K -1,500 -19%
WP
781
WealthSource Partners
California
$271K -$18.4K -431 -6%
AIM
782
Alhambra Investment Management
Florida
$270K
DADC
783
D.A. Davidson & Co
Montana
$266K -$37.8K -887 -12%
KFGK
784
Keystone Financial Group (Kentucky)
Kentucky
$264K
TSW
785
Thompson Siegel & Walmsley
Virginia
$264K +$1.28K +30 +0.5%
KWM
786
Kingsview Wealth Management
Oregon
$261K +$61.4K +1,439 +31%
T
787
TOBAM
France
$261K +$39.6K +928 +18%
IA
788
IFG Advisors
Missouri
$256K
AIA
789
Angeles Investment Advisors
California
$253K -$40.9K -959 -14%
ME
790
McIlrath & Eck
Washington
$252K +$8.91K +209 +4%
MIC
791
Meridian Investment Counsel
California
$250K -$17.1K -400 -6%
SFWA
792
Summit Financial Wealth Advisors
Louisiana
$250K +$250K +5,610 New
FBC
793
Fairfield, Bush & Co
Connecticut
$249K
LJAC
794
L.J. Altfest & Co
New York
$249K
VCM
795
Vivaldi Capital Management
Illinois
$248K +$4.09K +96 +2%
PWLP
796
Prio Wealth Limited Partnership
Massachusetts
$248K +$52.7K +1,236 +27%
UM
797
UniSuper Management
Australia
$247K +$12.8K +300 +5%
WPW
798
Waldron Private Wealth
Pennsylvania
$247K -$9.34K -219 -4%
PFS
799
Prospera Financial Services
Texas
$244K +$50.9K +1,193 +26%
AWM
800
Accurate Wealth Management
Florida
$242K +$242K +5,569 New