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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 %
HAG
826
HighPoint Advisor Group
Illinois
$353K -$15.3K -264 -4%
SLG
827
Stanley-Laman Group
Pennsylvania
$349K -$162K -2,809 -32%
Nomura Holdings
828
Nomura Holdings
Japan
$349K -$546K -9,468 -61%
VCM
829
Vivaldi Capital Management
Illinois
$347K -$4.33K -74 -1%
IA
830
IFG Advisors
Missouri
$346K -$9.22K -160 -3%
KFGK
831
Keystone Financial Group (Kentucky)
Kentucky
$345K +$5.47K +95 +2%
ACA
832
Aptus Capital Advisors
Alabama
$345K +$110K +1,901 +47%
STB
833
S&T Bank
Pennsylvania
$343K -$69.2K -1,200 -17%
CCFM
834
Clear Creek Financial Management
Washington
$343K +$343K +5,951 New
TPI
835
Trust Point Inc
Wisconsin
$343K
MSWM
836
McGlone Suttner Wealth Management
Wisconsin
$340K +$57.6K +1,000 +20%
KWM
837
Kingsview Wealth Management
Oregon
$339K +$6.05K +105 +2%
PWM
838
Perigon Wealth Management
California
$338K +$33.6K +583 +11%
AWE
839
Avidian Wealth Enterprises
Texas
$338K +$110K +1,915 +49%
LJAC
840
L.J. Altfest & Co
New York
$337K
FBC
841
Fairfield, Bush & Co
Connecticut
$337K
GC
842
Grimes & Company
Massachusetts
$334K +$334K +5,801 New
FPWM
843
FSB Premier Wealth Management
Iowa
$334K +$74.5K +1,293 +29%
MWM
844
Modern Wealth Management
Kansas
$334K -$3.75K -65 -1%
RC
845
Rovin Capital
Arizona
$331K -$28.7K -498 -8%
SPC
846
Sigma Planning Corp
Michigan
$328K +$328K +5,686 New
HH
847
Hilltop Holdings
Texas
$326K +$48.4K +840 +17%
GAA
848
Global Assets Advisory
Florida
$325K +$325K +18,512 New
SFWA
849
Summit Financial Wealth Advisors
Louisiana
$323K
SC
850
Sepio Capital
Utah
$322K -$3.4K -59 -1%