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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 %
SIM
826
Sentry Investment Management
Wisconsin
$215K
WBG
827
Wharton Business Group
Pennsylvania
$213K
KTC
828
Kistler-Tiffany Companies
Pennsylvania
$212K +$9.97K +224 +5%
KCM
829
Kathmere Capital Management
Pennsylvania
$211K -$115K -2,579 -35%
CIA
830
Covington Investment Advisors
Pennsylvania
$211K +$211K +4,741 New
STA
831
Summit Trail Advisors
New York
$211K +$211K +4,736 New
BEI
832
Benjamin Edwards Inc
Missouri
$210K -$847 -19 -0.4%
CA
833
Cullinan Associates
Kentucky
$209K -$138K -3,100 -40%
WSC
834
Wellington Shields & Co
New York
$209K +$89K +2,000 +74%
KWM
835
Kingsview Wealth Management
Oregon
$209K -$30.9K -694 -13%
LFA
836
Laraway Financial Advisors
Minnesota
$208K -$13.3K -299 -6%
BLC
837
Brown, Lisle/Cummings
Rhode Island
$208K
GP
838
Girard Partners
Pennsylvania
$206K -$22.5K -506 -10%
SMA
839
Sage Mountain Advisors
Georgia
$205K -$4.9K -110 -2%
BBA
840
BLB&B Advisors
Pennsylvania
$205K -$7.88K -177 -4%
SC
841
Searle & Co
Connecticut
$204K +$204K +4,500 New
FANJ
842
Financial Architects (New Jersey)
New Jersey
$204K +$204K +4,582 New
GCA
843
Genesee Capital Advisors
New York
$204K
PWLP
844
Prio Wealth Limited Partnership
Massachusetts
$204K
PFS
845
Prospera Financial Services
Texas
$201K +$201K +4,521 New
QI
846
Qtron Investments
Massachusetts
$201K -$494K -11,107 -71%
EIP
847
Epoch Investment Partners
New York
$201K -$71.2K -1,600 -26%
EWA
848
Exencial Wealth Advisors
Oklahoma
$201K +$1.51K +34 +0.8%
CBT
849
Central Bank & Trust
Kentucky
$198K -$144K -3,226 -42%
QC
850
Quent Capital
New York
$191K +$134 +3 +0.1%