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Bank of New York Mellon

1,046 hedge funds and large institutions have $36.1B invested in Bank of New York Mellon in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 356 increasing their positions, 398 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,046
Holders Change
-28
Holders Change %
-2.61%
% of All Funds
18.37%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.39%
New
70
Increased
356
Reduced
398
Closed
86
Calls
$166M
Puts
$204M
Net Calls
-$38.2M
Net Calls Change
-$7.85M
Name Holding Trade Value Shares
Change
Shares
Change %
RW
851
Rede Wealth
Virginia
$204K -$41.2K -794 -17%
MWM
852
Modera Wealth Management
New Jersey
$204K -$25.3K -488 -11%
VWM
853
Valley Wealth Managers
New Jersey
$204K -$15.6K -301 -7%
AC
854
Addison Capital
Pennsylvania
$202K +$202K +3,901 New
CMO
855
Covenant Multifamily Offices
Texas
$200K +$200K +3,676 New
FBT
856
First Bank & Trust
South Dakota
$199K -$2.9K -56 -1%
CI
857
CX Institutional
Indiana
$196K +$10.7K +207 +6%
NSB
858
Norway Savings Bank
Maine
$193K -$2.59K -50 -1%
CF
859
Centaurus Financial
California
$186K -$13K -250 -7%
JWA
860
JFS Wealth Advisors
Pennsylvania
$185K +$259 +5 +0.1%
OIA
861
Optimum Investment Advisors
Illinois
$183K +$6.94K +134 +4%
IA
862
IFP Advisors
Florida
$183K +$68.5K +1,318 +60%
HI
863
Hudock Inc
Pennsylvania
$182K +$1.03K +20 +0.6%
BDWM
864
Brewin Dolphin Wealth Management
Ireland
$176K
RE
865
RBC Europe
United Kingdom
$170K +$25.6K +494 +18%
CAL
866
Capital Analysts LLC
Pennsylvania
$166K -$5.03K -97 -3%
RMC
867
Resources Management Corp
Connecticut
$162K
SC
868
Sawyer & Company
Massachusetts
$158K
NSIM
869
North Star Investment Management
Illinois
$152K
CB
870
Community Bank
New York
$151K -$2.43K -47 -2%
AF
871
Arrow Financial
New York
$150K
PCM
872
Penserra Capital Management
California
$150K +$14.8K +287 +11%
CFG
873
CKW Financial Group
Hawaii
$143K
PFGIA
874
Patriot Financial Group Insurance Agency
Massachusetts
$142K +$34K +655 +31%
IRC
875
Investors Research Corp
Georgia
$136K