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Bank of New York Mellon

1,078 hedge funds and large institutions have $45.6B invested in Bank of New York Mellon in 2018 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 367 increasing their positions, 422 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,078
Holders Change
+10
Holders Change %
+0.94%
% of All Funds
24.71%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.64%
New
81
Increased
367
Reduced
422
Closed
63
Calls
$149M
Puts
$210M
Net Calls
-$60.6M
Net Calls Change
-$22M
Name Holding Trade Value Shares
Change
Shares
Change %
NSB
801
Norway Savings Bank
Maine
$303K -$11.9K -220 -4%
MWM
802
Modera Wealth Management
New Jersey
$303K
FG
803
Fiduciary Group
Georgia
$300K
WWM
804
Windsor Wealth Management
Indiana
$300K +$27K +500 +10%
YL
805
YCG LLC
Texas
$296K
FPS
806
Fieldpoint Private Securities
Connecticut
$296K
PCG
807
Private Capital Group
Connecticut
$295K +$11.6K +215 +4%
MA
808
Mutual Advisors
Nebraska
$292K -$16.2K -300 -5%
FCIM
809
Fairview Capital Investment Management
California
$291K +$67.1K +1,244 +30%
AFP
810
Ausdal Financial Partners
Iowa
$290K
NSIM
811
North Star Investment Management
Illinois
$289K
LWAC
812
Laurel Wealth Advisors (California)
California
$288K +$288K +5,347 New
DC
813
Davenport & Co
Virginia
$287K +$73.4K +1,361 +34%
IP
814
Investment Partners
Ohio
$286K -$17.6K -327 -6%
WCM
815
Whitener Capital Management
North Carolina
$286K -$5.93K -110 -2%
FCAG
816
First Capital Advisors Group
New Jersey
$286K -$2.48K -46 -0.9%
DAM
817
Delta Asset Management
Tennessee
$286K
CAPTRUST Financial Advisors
818
CAPTRUST Financial Advisors
North Carolina
$285K +$49.8K +923 +21%
TCM
819
Tuttle Capital Management
Connecticut
$281K +$281K +5,227 New
CWM
820
Cornerstone Wealth Management
Missouri
$281K +$281K +15,199 New
CAM
821
Columbia Asset Management
Michigan
$280K
ASN
822
Advisory Services Network
Georgia
$278K -$813K -15,235 -75%
WCM
823
Washington Capital Management
Washington
$278K
GIA
824
GHP Investment Advisors
Colorado
$277K +$108 +2 +0%
CCM
825
Chilton Capital Management
Texas
$276K -$16.7K -309 -6%