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Bank of New York Mellon

1,072 hedge funds and large institutions have $28.9B invested in Bank of New York Mellon in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 366 increasing their positions, 437 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
-47
Holders Change %
-4.2%
% of All Funds
16.91%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
73
Increased
366
Reduced
437
Closed
115
Calls
$157M
Puts
$126M
Net Calls
+$31.7M
Net Calls Change
+$88.8M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
801
Hutchinson Capital Management
California
$238K +$445 +10 +0.2%
AT
802
Arden Trust
Delaware
$238K -$206K -4,631 -46%
RP
803
Riverwater Partners
Wisconsin
$236K +$5.34K +120 +2%
FCM
804
Firestone Capital Management
Florida
$236K
UB
805
UMB Bank
Missouri
$235K -$21.6K -486 -8%
GIA
806
GHP Investment Advisors
Colorado
$232K
BEAM
807
Baker Ellis Asset Management
Washington
$231K -$53.4K -1,200 -19%
T
808
TOBAM
France
$231K +$34.7K +780 +18%
HWM
809
HB Wealth Management
Georgia
$231K -$88.4K -1,985 -28%
EAM
810
Erste Asset Management
Austria
$231K +$231K +5,181 New
GWM
811
Geneos Wealth Management
Colorado
$229K +$43K +965 +23%
CHP
812
Cable Hill Partners
Oregon
$226K -$57.7K -1,296 -20%
SWM
813
Spire Wealth Management
Virginia
$225K -$13.6K -305 -6%
DWT
814
Dorsey & Whitney Trust
South Dakota
$223K +$26.6K +597 +14%
VST
815
Van Strum & Towne
California
$223K
RPC
816
Rossmore Private Capital
Connecticut
$223K
FCH
817
Freestone Capital Holdings
Washington
$221K +$221K +4,963 New
PMAM
818
Penn Mutual Asset Management
Pennsylvania
$220K -$178K -4,000 -45%
SLG
819
Stanley-Laman Group
Pennsylvania
$220K +$220K +4,937 New
FMII
820
Farmers & Merchants Investments Inc
Nebraska
$219K -$890 -20 -0.4%
LFA
821
LGT Financial Advisors
Texas
$219K
VWA
822
V Wealth Advisors
Kansas
$218K +$178 +4 +0.1%
IIM
823
Ironwood Investment Management
Massachusetts
$216K
HI
824
Harbour Investments
Wisconsin
$215K +$4.14K +93 +2%
CFGS
825
Concourse Financial Group Securities
Alabama
$215K -$13.5K -304 -6%