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Bank of New York Mellon

1,276 hedge funds and large institutions have $43.3B invested in Bank of New York Mellon in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 427 increasing their positions, 475 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,276
Holders Change
+36
Holders Change %
+2.9%
% of All Funds
18.46%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.29%
New
137
Increased
427
Reduced
475
Closed
85
Calls
$294M
Puts
$186M
Net Calls
+$108M
Net Calls Change
+$67.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CCG
801
Catalina Capital Group
California
$488K +$10.4K +145 +2%
FNBTCON
802
First National Bank & Trust Co of Newtown
Pennsylvania
$483K -$4.74K -66 -1%
RRA
803
Round Rock Advisors
Connecticut
$481K
MSWM
804
McGlone Suttner Wealth Management
Wisconsin
$479K +$127K +1,765 +36%
ACA
805
Aptus Capital Advisors
Alabama
$479K +$19.5K +271 +4%
VF
806
Virtu Financial
New York
$478K -$150K -2,086 -24%
CC
807
Courier Capital
New York
$477K -$42.9K -597 -8%
SIM
808
Studio Investment Management
Illinois
$477K +$9.63K +134 +2%
DWP
809
Daymark Wealth Partners
Ohio
$474K -$157K -2,181 -25%
CGL
810
Clarius Group LLC
Washington
$470K -$13.1K -182 -3%
RWPA
811
Richard W. Paul & Associates
Michigan
$468K -$11.5K -160 -2%
LJHT
812
Laurie J. Hall Trustee
$468K +$223K +3,096 +91%
Cohen & Steers
813
Cohen & Steers
New York
$467K +$8.91K +124 +2%
KFGK
814
Keystone Financial Group (Kentucky)
Kentucky
$466K
AIM
815
Alhambra Investment Management
Florida
$464K
WPW
816
Waldron Private Wealth
Pennsylvania
$463K +$5.17K +72 +1%
FA
817
FDx Advisors
Illinois
$463K -$50.4K -702 -10%
HKIM
818
Hayek Kallen Investment Management
Alabama
$462K
BJL
819
Brighton Jones LLC
Washington
$453K +$141K +1,967 +45%
FPAS
820
Focus Partners Advisor Solutions
Missouri
$450K -$33.2K -462 -7%
TSW
821
Thompson Siegel & Walmsley
Virginia
$449K +$5.47K +76 +1%
CF
822
Centaurus Financial
California
$446K -$26.3K -367 -6%
PTC
823
Private Trust Company
Ohio
$446K +$22.1K +307 +5%
SLG
824
Stanley-Laman Group
Pennsylvania
$445K +$9.7K +135 +2%
VCM
825
Vivaldi Capital Management
Illinois
$437K +$790 +11 +0.2%