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Bank of New York Mellon

1,243 hedge funds and large institutions have $36.1B invested in Bank of New York Mellon in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 404 increasing their positions, 461 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,243
Holders Change
+86
Holders Change %
+7.43%
% of All Funds
18.02%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
162
Increased
404
Reduced
461
Closed
62
Calls
$227M
Puts
$161M
Net Calls
+$66.3M
Net Calls Change
-$3.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PWPS
776
Pinnacle Wealth Planning Services
Ohio
$436K +$7.49K +130 +2%
MCM
777
Manchester Capital Management
Vermont
$436K +$2.02K +35 +0.5%
BG
778
Bahl & Gaynor
Ohio
$435K
MWM
779
Modera Wealth Management
New Jersey
$434K +$13.8K +240 +3%
FMLI
780
Fukoku Mutual Life Insurance
Japan
$433K -$29.3K -509 -6%
CIA
781
Concurrent Investment Advisors
Florida
$430K +$31.6K +548 +8%
AWM
782
Axxcess Wealth Management
California
$430K -$268K -4,645 -38%
IWA
783
IVC Wealth Advisors
Pennsylvania
$424K -$2.82K -49 -0.7%
SF
784
Summit Financial
New Jersey
$424K -$12.4K -215 -3%
HNB
785
Huntington National Bank
Ohio
$420K -$8.99K -156 -2%
ACM
786
Argent Capital Management
Missouri
$419K -$23K -400 -5%
WDC
787
Woodward Diversified Capital
California
$419K +$17.3K +300 +4%
KFP
788
KMG Fiduciary Partners
Ohio
$419K +$461 +8 +0.1%
CW
789
CreativeOne Wealth
Kansas
$418K +$133K +2,315 +47%
CAM
790
Congress Asset Management
Massachusetts
$413K
TL
791
Tradewinds LLC
North Carolina
$412K +$412K +7,158 New
GS
792
GTS Securities
New York
$410K -$4.38M -75,936 -91%
BL
793
Balentine LLC
Georgia
$410K -$21.2K -368 -5%
FGA
794
Fortis Group Advisors
New Jersey
$409K -$409K -7,100 -50%
FNBTCON
795
First National Bank & Trust Co of Newtown
Pennsylvania
$408K -$5.76K -100 -1%
NP
796
NorthRock Partners
Minnesota
$407K +$3.69K +64 +0.9%
KCM
797
Kathmere Capital Management
Pennsylvania
$406K +$34.9K +606 +9%
FFS
798
Founders Financial Securities
Maryland
$405K +$405K +7,032 New
CGL
799
Clarius Group LLC
Washington
$404K -$28.6K -497 -7%
BL
800
BFSG LLC
California
$404K -$8.18K -142 -2%