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Bank of New York Mellon

1,157 hedge funds and large institutions have $33.8B invested in Bank of New York Mellon in 2023 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 361 increasing their positions, 428 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,157
Holders Change
+82
Holders Change %
+7.63%
% of All Funds
16.96%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
177
Increased
361
Reduced
428
Closed
78
Calls
$234M
Puts
$164M
Net Calls
+$70M
Net Calls Change
+$40.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WG
801
Welch Group
Alabama
$278K +$278K +5,336 New
RP
802
Riverwater Partners
Wisconsin
$276K
PWM
803
Perigon Wealth Management
California
$275K -$13.4K -257 -5%
MCA
804
Martin Capital Advisors
Texas
$274K -$3.12K -60 -1%
AWM
805
Accurate Wealth Management
Florida
$274K -$19.7K -374 -7%
NG
806
Northstar Group
New York
$273K -$142K -2,726 -34%
WSTAM
807
Wilbanks Smith & Thomas Asset Management
Virginia
$273K -$373K -7,175 -58%
PCS
808
Personal CFO Solutions
New Jersey
$272K +$25.9K +497 +11%
BWCS
809
Beirne Wealth Consulting Services
Connecticut
$271K +$271K +5,212 New
BEAM
810
Baker Ellis Asset Management
Washington
$270K
PFS
811
Prospera Financial Services
Texas
$269K -$28K -537 -9%
UB
812
UMB Bank
Missouri
$269K -$2.13K -41 -0.8%
SC
813
Sapient Capital
Indiana
$267K +$267K +5,128 New
PCG
814
Prosperity Consulting Group
Maryland
$267K +$267K +5,128 New
SW
815
SteelPeak Wealth
California
$264K -$418K -8,040 -61%
MG
816
Meritage Group
California
$264K -$16.5K -318 -6%
QC
817
Quent Capital
New York
$262K +$9.47K +182 +4%
BHPW
818
Beverly Hills Private Wealth
California
$261K +$261K +5,011 New
GL
819
Graypoint LLC
New York
$261K -$125K -2,396 -32%
CLOS
820
Compagnie Lombard Odier SCmA
Switzerland
$260K
RPC
821
Rossmore Private Capital
Connecticut
$260K
CWA
822
CM Wealth Advisors
Ohio
$260K
SWM
823
Spire Wealth Management
Virginia
$260K -$9.58K -174 -4%
CFGS
824
Concourse Financial Group Securities
Alabama
$260K +$9.01K +173 +4%
AIM
825
Aspen Investment Management
Michigan
$258K +$258K +4,955 New