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Bank of New York Mellon

1,240 hedge funds and large institutions have $37.5B invested in Bank of New York Mellon in 2024 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 446 increasing their positions, 448 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,240
Holders Change
-3
Holders Change %
-0.24%
% of All Funds
18.03%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.32%
New
104
Increased
446
Reduced
448
Closed
90
Calls
$205M
Puts
$164M
Net Calls
+$40.9M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Shares
Change %
RC
826
Rovin Capital
Arizona
$365K +$21.4K +358 +6%
VCM
827
Vivaldi Capital Management
Illinois
$364K +$7.79K +130 +2%
SLG
828
Stanley-Laman Group
Pennsylvania
$363K
PWM
829
Perigon Wealth Management
California
$362K +$10.2K +170 +3%
KA
830
Kovack Advisors
Florida
$360K +$360K +6,015 New
BL
831
BFSG LLC
California
$360K -$59.9K -1,000 -14%
IA
832
IFG Advisors
Missouri
$359K
IAA
833
Independent Advisor Alliance
North Carolina
$356K +$32.8K +547 +10%
STB
834
S&T Bank
Pennsylvania
$356K
PTC
835
Private Trust Company
Ohio
$353K -$23.2K -388 -6%
TFS
836
Thoroughbred Financial Services
Tennessee
$352K +$352K +5,880 New
AWM
837
Accurate Wealth Management
Florida
$350K +$12.2K +185 +4%
T
838
TOBAM
France
$350K -$211K -3,520 -38%
LJAC
839
L.J. Altfest & Co
New York
$350K
FBC
840
Fairfield, Bush & Co
Connecticut
$350K
KWM
841
Kingsview Wealth Management
Oregon
$350K -$2.52K -42 -0.7%
MWM
842
Modern Wealth Management
Kansas
$347K +$299 +5 +0.1%
CCFM
843
Clear Creek Financial Management
Washington
$346K -$9.94K -166 -3%
HVIA
844
Hudson Valley Investment Advisors
New York
$345K +$97.8K +1,855 +39%
GC
845
Grimes & Company
Massachusetts
$345K -$2.22K -37 -0.6%
PCIA
846
Prime Capital Investment Advisors
Kansas
$340K -$124K -2,071 -27%
HH
847
Hilltop Holdings
Texas
$340K +$1.2K +20 +0.4%
WPC
848
Wedmont Private Capital
Pennsylvania
$338K +$41.4K +640 +14%
SFWA
849
Summit Financial Wealth Advisors
Louisiana
$336K
SC
850
Sepio Capital
Utah
$335K -$300 -5 -0.1%