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Bank of New York Mellon

1,075 hedge funds and large institutions have $27.3B invested in Bank of New York Mellon in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 379 increasing their positions, 392 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
+3
Holders Change %
+0.28%
% of All Funds
17.14%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
86
Increased
379
Reduced
392
Closed
67
Calls
$169M
Puts
$139M
Net Calls
+$30M
Net Calls Change
-$1.73M
Name Holding Trade Value Shares
Change
Shares
Change %
CAAS
851
Capital Asset Advisory Services
Michigan
$201K +$201K +4,778 New
WSC
852
Wellington Shields & Co
New York
$200K
BLC
853
Brown, Lisle/Cummings
Rhode Island
$199K
CWP
854
Concord Wealth Partners
Virginia
$198K +$71.1K +1,668 +56%
SIM
855
Sentry Investment Management
Wisconsin
$193K -$13.5K -316 -7%
BEI
856
Benjamin Edwards Inc
Missouri
$189K -$12.1K -283 -6%
LFA
857
Laraway Financial Advisors
Minnesota
$186K -$12.8K -299 -6%
BC
858
Barrett & Company
Rhode Island
$182K
JWA
859
JFS Wealth Advisors
Pennsylvania
$177K +$1.24K +29 +0.7%
HI
860
Harbour Investments
Wisconsin
$176K -$30.5K -716 -15%
FMTCOCP
861
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$169K
AF
862
Allworth Financial
California
$169K +$45.7K +1,072 +37%
LJHT
863
Laurie J. Hall Trustee
$167K
CG
864
Cutler Group
California
$160K +$85.9K +2,015 +116%
NICM
865
Neo Ivy Capital Management
New York
$158K +$158K +3,708 New
CF
866
Centaurus Financial
California
$156K +$9.33K +218 +6%
Cohen & Steers
867
Cohen & Steers
New York
$148K
DJSG
868
D.J. St. Germain
Massachusetts
$142K
CAL
869
Capital Analysts LLC
Pennsylvania
$141K -$3.53K -83 -2%
GWSG
870
GPS Wealth Strategies Group
Colorado
$138K -$17.1K -400 -11%
OC
871
Oakworth Capital
Alabama
$138K -$8.49K -199 -6%
CTC
872
Central Trust Company
Missouri
$134K -$2.73K -64 -2%
DMBA
873
Deseret Mutual Benefit Administrators
Utah
$132K -$6.91K -162 -5%
CHC
874
City Holding Co
West Virginia
$131K -$41.2K -965 -24%
NSIM
875
North Star Investment Management
Illinois
$130K