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Bank of New York Mellon

1,119 hedge funds and large institutions have $29.9B invested in Bank of New York Mellon in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 434 increasing their positions, 364 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
+7
Holders Change %
+0.63%
% of All Funds
17.91%
Holding in Top 10
12
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-42.86%
% of All Funds
0.19%
New
118
Increased
434
Reduced
364
Closed
87
Calls
$171M
Puts
$228M
Net Calls
-$57.1M
Net Calls Change
-$46.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CHP
801
Cable Hill Partners
Oregon
$289K -$6.91K -152 -2%
CI
802
CX Institutional
Indiana
$289K -$14K -309 -5%
PL
803
Perpetual Ltd
Australia
$288K +$288K +6,328 New
AIM
804
Alhambra Investment Management
Florida
$287K
CW
805
CreativeOne Wealth
Kansas
$287K +$79.7K +1,758 +38%
MCA
806
Martin Capital Advisors
Texas
$286K -$9.09K -200 -3%
MIC
807
Meridian Investment Counsel
California
$285K
JWM
808
Jeppson Wealth Management
California
$282K +$70.8K +1,559 +34%
TSW
809
Thompson Siegel & Walmsley
Virginia
$280K
EIP
810
Epoch Investment Partners
New York
$278K -$772 -17 -0.3%
FHC
811
First Heartland Consultants
Missouri
$278K +$1.45K +32 +0.5%
MGIA
812
Moneta Group Investment Advisors
Missouri
$277K +$277K +6,094 New
BP
813
Ballentine Partners
Massachusetts
$276K +$36.8K +809 +15%
MG
814
Mather Group
Illinois
$275K
IA
815
IFG Advisors
Missouri
$273K
BF
816
BOK Financial
Oklahoma
$273K -$59.6K -1,312 -18%
LA
817
LVW Advisors
New York
$272K -$182 -4 -0.1%
ICP
818
Interchange Capital Partners
Pennsylvania
$268K +$33.5K +744 +14%
VF
819
Virtu Financial
New York
$266K +$266K +5,860 New
FBC
820
Fairfield, Bush & Co
Connecticut
$266K
LJAC
821
L.J. Altfest & Co
New York
$265K
UB
822
UMB Bank
Missouri
$262K +$6.5K +143 +3%
SFS
823
Sowell Financial Services
Arkansas
$261K +$261K +5,750 New
VCM
824
Vivaldi Capital Management
Illinois
$259K -$863 -19 -0.3%
Parallax Volatility Advisers
825
Parallax Volatility Advisers
California
$253K -$4.74M -104,210 -95%