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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 %
PWLP
776
Prio Wealth Limited Partnership
Massachusetts
$302K
KWM
777
Kingsview Wealth Management
Oregon
$301K -$18.3K -351 -6%
ME
778
McIlrath & Eck
Washington
$301K -$7.44K -143 -2%
MC
779
Maverick Capital
Texas
$297K -$689K -13,236 -70%
AF
780
Allworth Financial
California
$296K +$90.7K +1,743 +44%
MIC
781
Meridian Investment Counsel
California
$295K -$10.4K -200 -3%
SC
782
Sepio Capital
Utah
$294K -$50.2K -965 -15%
GIM
783
Guardian Investment Management
California
$294K +$294K +5,650 New
SFWA
784
Summit Financial Wealth Advisors
Louisiana
$292K
TC
785
TownSquare Capital
Utah
$291K +$291K +5,591 New
FHC
786
First Heartland Consultants
Missouri
$286K -$798K -15,326 -74%
DBIA
787
Dumont & Blake Investment Advisors
New Jersey
$285K -$78.4K -1,505 -22%
LNB
788
Ledyard National Bank
$285K +$285K +5,471 New
Balyasny Asset Management
789
Balyasny Asset Management
Illinois
$284K +$284K +5,448 New
CWS
790
Confluence Wealth Services
Pennsylvania
$283K +$52 +1 +0%
CCG
791
Catalina Capital Group
California
$282K +$282K +5,424 New
FCM
792
Firestone Capital Management
Florida
$282K
IAA
793
Independent Advisor Alliance
North Carolina
$281K -$1.77K -34 -0.6%
MGIA
794
Moneta Group Investment Advisors
Missouri
$280K +$1.04K +20 +0.4%
MIM
795
Meridiem Investment Management
United Kingdom
$280K
DWT
796
Dorsey & Whitney Trust
South Dakota
$280K +$20K +385 +8%
VST
797
Van Strum & Towne
California
$280K +$19.6K +377 +8%
KA
798
Kovack Advisors
Florida
$280K
HCM
799
Hutchinson Capital Management
California
$279K +$1.15K +22 +0.4%
LJHT
800
Laurie J. Hall Trustee
$278K +$74.9K +1,440 +37%