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Bank of New York Mellon

1,119 hedge funds and large institutions have $29.9B invested in Bank of New York Mellon in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 434 increasing their positions, 364 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
+7
Holders Change %
+0.63%
% of All Funds
17.91%
Holding in Top 10
12
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-42.86%
% of All Funds
0.19%
New
118
Increased
434
Reduced
364
Closed
87
Calls
$171M
Puts
$228M
Net Calls
-$57.1M
Net Calls Change
-$46.3M
Name Holding Trade Value Shares
Change
Shares
Change %
GP
851
Girard Partners
Pennsylvania
$233K
LWM
852
Lyell Wealth Management
California
$232K
MWM
853
Meridian Wealth Management
Kentucky
$231K
PA
854
Parallel Advisors
California
$230K -$11.4K -250 -5%
GIA
855
GHP Investment Advisors
Colorado
$229K
CAAS
856
Capital Asset Advisory Services
Michigan
$229K +$7.82K +172 +4%
BMC
857
Benin Management Corp
Connecticut
$228K
VST
858
Van Strum & Towne
California
$227K
RPC
859
Rossmore Private Capital
Connecticut
$227K
LCC
860
Lincoln Capital Corp
Rhode Island
$227K +$227K +5,000 New
CF
861
Centaurus Financial
California
$227K +$69K +1,517 +44%
DOA
862
D'Orazio & Associates
Virginia
$227K +$227K +4,985 New
LFA
863
Laraway Financial Advisors
Minnesota
$226K -$22.7K -499 -9%
AIA
864
Angeles Investment Advisors
California
$225K +$225K +4,947 New
FMII
865
Farmers & Merchants Investments Inc
Nebraska
$224K +$11.8K +260 +6%
LFA
866
LGT Financial Advisors
Texas
$223K
HA
867
Hofer & Associates
California
$223K
VWA
868
V Wealth Advisors
Kansas
$222K +$4.32K +95 +2%
AT
869
American Trust
Kentucky
$220K -$6.77K -149 -3%
PCMC
870
Paragon Capital Management (Colorado)
Colorado
$220K -$1.05K -23 -0.5%
IIM
871
Ironwood Investment Management
Massachusetts
$220K
SIM
872
Sentry Investment Management
Wisconsin
$220K -$2.5K -55 -1%
AWC
873
Abundance Wealth Counselors
Pennsylvania
$219K
WBG
874
Wharton Business Group
Pennsylvania
$217K
BBA
875
BLB&B Advisors
Pennsylvania
$217K -$4K -88 -2%