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Bank of New York Mellon

1,243 hedge funds and large institutions have $36.1B invested in Bank of New York Mellon in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 404 increasing their positions, 461 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,243
Holders Change
+86
Holders Change %
+7.43%
% of All Funds
18.02%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
162
Increased
404
Reduced
461
Closed
62
Calls
$227M
Puts
$161M
Net Calls
+$66.3M
Net Calls Change
-$3.7M
Name Holding Trade Value Shares
Change
Shares
Change %
AG
801
Ascent Group
Virginia
$398K +$33.8K +586 +9%
SDAM
802
Shulman DeMeo Asset Management
New York
$397K -$2.36K -41 -0.6%
WSFS
803
Wilmington Savings Fund Society
Delaware
$395K +$395K +6,850 New
FNBT
804
FineMark National Bank & Trust
Florida
$393K
AUB
805
Atlantic Union Bankshares
Virginia
$390K
WPW
806
Waldron Private Wealth
Pennsylvania
$390K -$12.3K -213 -3%
VT
807
Vise Technologies
New York
$390K +$26.2K +454 +7%
RWPA
808
Richard W. Paul & Associates
Michigan
$389K -$15.3K -266 -4%
RRA
809
Round Rock Advisors
Connecticut
$385K +$2.59K +45 +0.7%
MG
810
Mather Group
Illinois
$385K +$468 +9 +0.1%
SWM
811
SeaCrest Wealth Management
New York
$384K -$179K -3,105 -32%
AIA
812
Angeles Investment Advisors
California
$378K +$37.6K +652 +11%
ME
813
McIlrath & Eck
Washington
$377K +$44.4K +771 +13%
FFA
814
First Foundation Advisors
California
$376K
Cohen & Steers
815
Cohen & Steers
New York
$375K
AI
816
Accredited Investors
Minnesota
$375K +$114K +1,977 +44%
AIM
817
Alhambra Investment Management
Florida
$372K +$7.49K +130 +2%
HKIM
818
Hayek Kallen Investment Management
Alabama
$370K
SIM
819
Studio Investment Management
Illinois
$366K +$23.5K +407 +7%
PTC
820
Private Trust Company
Ohio
$362K +$25.4K +440 +8%
JAG
821
Journey Advisory Group
Kentucky
$362K +$362K +6,283 New
PL
822
Perpetual Ltd
Australia
$361K +$6.97K +121 +2%
CCG
823
Catalina Capital Group
California
$360K +$47.2K +820 +15%
TSW
824
Thompson Siegel & Walmsley
Virginia
$355K
SI
825
Symmetry Investments
Jersey
$354K +$354K +6,150 New