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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 %
BFS
826
Bard Financial Services
Connecticut
$257K
CW
827
CreativeOne Wealth
Kansas
$257K +$257K +4,939 New
FMII
828
Farmers & Merchants Investments Inc
Nebraska
$256K
LFA
829
LGT Financial Advisors
Texas
$256K
MSWM
830
McGlone Suttner Wealth Management
Wisconsin
$255K +$255K +4,905 New
LCC
831
Lincoln Capital Corp
Rhode Island
$255K
EP
832
Edgestream Partners
New Jersey
$255K -$1.06M -20,405 -81%
EAM
833
Erste Asset Management
Austria
$253K
IIM
834
Ironwood Investment Management
Massachusetts
$252K
HH
835
Hilltop Holdings
Texas
$251K +$251K +4,816 New
CWP
836
Cyndeo Wealth Partners
Florida
$250K +$250K +4,808 New
WBG
837
Wharton Business Group
Pennsylvania
$249K
AFG
838
Atomi Financial Group
New York
$247K +$247K +4,747 New
CIA
839
Covington Investment Advisors
Pennsylvania
$247K
VF
840
Virtu Financial
New York
$247K +$247K +4,748 New
SWA
841
Stratos Wealth Advisors
Ohio
$246K -$19.6K -377 -7%
WI
842
WrapManager Inc
California
$246K -$8.07K -155 -3%
GWM
843
Geneos Wealth Management
Colorado
$246K -$24.4K -469 -9%
GIA
844
GHP Investment Advisors
Colorado
$246K -$17.1K -328 -7%
AC
845
Addison Capital
Pennsylvania
$246K +$246K +4,717 New
WSC
846
Wellington Shields & Co
New York
$245K
1WM
847
1858 Wealth Management
Ohio
$243K +$243K +4,678 New
JCM
848
Janney Capital Management
Pennsylvania
$243K +$243K +4,675 New
BLC
849
Brown, Lisle/Cummings
Rhode Island
$243K
GCA
850
Genesee Capital Advisors
New York
$243K +$243K +4,662 New