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Bank of New York Mellon

1,075 hedge funds and large institutions have $27.3B invested in Bank of New York Mellon in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 379 increasing their positions, 392 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
+3
Holders Change %
+0.28%
% of All Funds
17.14%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
86
Increased
379
Reduced
392
Closed
67
Calls
$169M
Puts
$139M
Net Calls
+$30M
Net Calls Change
-$1.73M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
801
Perigon Wealth Management
California
$236K +$236K +5,543 New
AI
802
Accredited Investors
Minnesota
$236K -$41.2K -967 -15%
CWA
803
CM Wealth Advisors
Ohio
$232K +$232K +5,000 New
CWS
804
Confluence Wealth Services
Pennsylvania
$232K +$43 +1 +0%
IAA
805
Independent Advisor Alliance
North Carolina
$232K -$35.2K -826 -13%
FCM
806
Firestone Capital Management
Florida
$231K
MG
807
Meritage Group
California
$230K -$43.6K -1,023 -16%
MIM
808
Meridiem Investment Management
United Kingdom
$230K
STA
809
Summit Trail Advisors
New York
$230K +$27.8K +652 +14%
KA
810
Kovack Advisors
Florida
$229K -$11.8K -277 -5%
MGIA
811
Moneta Group Investment Advisors
Missouri
$229K -$15.2K -357 -6%
HCM
812
Hutchinson Capital Management
California
$227K -$640 -15 -0.3%
MCA
813
Martin Capital Advisors
Texas
$227K -$26K -610 -10%
RP
814
Riverwater Partners
Wisconsin
$226K
PCMC
815
Paragon Capital Management (Colorado)
Colorado
$225K -$10.3K -241 -4%
KCM
816
Kathmere Capital Management
Pennsylvania
$224K +$21.5K +504 +11%
UB
817
UMB Bank
Missouri
$222K -$3.24K -76 -1%
GWM
818
Geneos Wealth Management
Colorado
$221K +$2.52K +59 +1%
BEAM
819
Baker Ellis Asset Management
Washington
$221K
HAG
820
HF Advisory Group
Maryland
$220K +$220K +5,008 New
LA
821
LVW Advisors
New York
$220K +$220K +5,160 New
SWA
822
Stratos Wealth Advisors
Ohio
$218K +$218K +5,109 New
VST
823
Van Strum & Towne
California
$213K
RPC
824
Rossmore Private Capital
Connecticut
$213K
CLOS
825
Compagnie Lombard Odier SCmA
Switzerland
$213K +$213K +5,000 New