BK icon

Bank of New York Mellon

1,112 hedge funds and large institutions have $31B invested in Bank of New York Mellon in 2022 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 371 increasing their positions, 373 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
+89
Holders Change %
+8.7%
% of All Funds
17.94%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.34%
New
173
Increased
371
Reduced
373
Closed
65
Calls
$148M
Puts
$159M
Net Calls
-$10.7M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
801
Patriot Financial Group Insurance Agency
Massachusetts
$252K +$252K +5,541 New
BFS
802
Bard Financial Services
Connecticut
$252K
CM
803
Columbus Macro
Pennsylvania
$252K -$4.78K -105 -2%
WPW
804
Waldron Private Wealth
Pennsylvania
$251K
WAM
805
Watershed Asset Management
California
$251K +$251K +5,510 New
GCIA
806
Gabelli & Co Investment Advisers
New York
$250K -$387K -8,500 -61%
PCS
807
Personal CFO Solutions
New Jersey
$250K +$250K +5,495 New
FRM
808
Fox Run Management
Connecticut
$250K -$1.57M -34,439 -86%
CW
809
CIC Wealth
Maryland
$249K +$249K +5,471 New
LFA
810
Laraway Financial Advisors
Minnesota
$249K -$9.1K -200 -4%
WP
811
WealthSource Partners
California
$249K +$249K +5,469 New
CWS
812
Confluence Wealth Services
Pennsylvania
$247K +$91 +2 +0%
FCM
813
Firestone Capital Management
Florida
$246K
RP
814
Riverwater Partners
Wisconsin
$245K +$3.19K +70 +1%
MIM
815
Meridiem Investment Management
United Kingdom
$245K
WC
816
Weil Company
California
$245K +$245K +5,378 New
NC
817
NinePointTwo Capital
California
$244K -$213K -4,699 -47%
HCM
818
Hutchinson Capital Management
California
$243K -$227K -4,997 -48%
PA
819
Parallel Advisors
California
$242K -$3.46K -76 -1%
HNWAG
820
High Net Worth Advisory Group
Florida
$241K +$218K +4,800 +960%
ME
821
McIlrath & Eck
Washington
$240K -$3.92K -86 -2%
JFL
822
Jarislowsky, Fraser Ltd
Quebec, Canada
$240K -$8.65K -190 -3%
BP
823
Ballentine Partners
Massachusetts
$239K +$239K +5,255 New
ICP
824
Interchange Capital Partners
Pennsylvania
$237K +$237K +5,211 New
DWM
825
Dorchester Wealth Management
Quebec, Canada
$237K