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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 %
DWT
826
Dorsey & Whitney Trust
South Dakota
$213K -$299 -7 -0.1%
SWS
827
SYSTM Wealth Solutions
Illinois
$212K -$46.8K -1,097 -18%
MWM
828
Modera Wealth Management
New Jersey
$211K -$890K -20,862 -81%
PMAM
829
Penn Mutual Asset Management
Pennsylvania
$211K
ESCM
830
Echo Street Capital Management
New York
$211K +$211K +4,947 New
RWP
831
RWA Wealth Partners
Massachusetts
$211K +$211K +4,945 New
BFS
832
Bard Financial Services
Connecticut
$211K -$25.8K -605 -11%
FMII
833
Farmers & Merchants Investments Inc
Nebraska
$210K
LFA
834
LGT Financial Advisors
Texas
$210K
RC
835
Rovin Capital
Arizona
$209K +$209K +4,906 New
LCC
836
Lincoln Capital Corp
Rhode Island
$209K -$128K -3,000 -38%
SWM
837
Spire Wealth Management
Virginia
$209K -$6.7K -157 -3%
WI
838
WrapManager Inc
California
$208K +$208K +4,881 New
GIA
839
GHP Investment Advisors
Colorado
$208K
SPC
840
Sigma Planning Corp
Michigan
$207K -$45.1K -1,058 -18%
QC
841
Quent Capital
New York
$207K +$24K +563 +13%
IIM
842
Ironwood Investment Management
Massachusetts
$207K
EAM
843
Erste Asset Management
Austria
$206K -$14.5K -340 -7%
VA
844
Vident Advisory
Georgia
$206K +$206K +4,837 New
CFGS
845
Concourse Financial Group Securities
Alabama
$205K -$853 -20 -0.4%
AT
846
Arden Trust
Delaware
$205K -$23K -540 -10%
WBG
847
Wharton Business Group
Pennsylvania
$204K
CIA
848
Covington Investment Advisors
Pennsylvania
$202K
Fisher Asset Management
849
Fisher Asset Management
Washington
$202K -$28.5K -667 -12%
PCS
850
Personal CFO Solutions
New Jersey
$202K +$202K +4,725 New