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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 %
FHC
851
First Heartland Consultants
Missouri
$321K +$4.33K +75 +1%
GWM
852
Geneos Wealth Management
Colorado
$319K +$46.4K +805 +17%
OCBCO
853
Oversea-Chinese Banking Corp (OCBC)
Singapore
$315K +$315K +5,468 New
DWT
854
Dorsey & Whitney Trust
South Dakota
$315K +$4.73K +82 +2%
Jones Financial Companies
855
Jones Financial Companies
Missouri
$313K +$306K +5,312 +4,250%
FCM
856
Firestone Capital Management
Florida
$312K
IAA
857
Independent Advisor Alliance
North Carolina
$311K +$288 +5 +0.1%
Connor, Clark & Lunn Investment Management (CC&L)
858
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$311K +$311K +5,400 New
CFGS
859
Concourse Financial Group Securities
Alabama
$311K +$23.4K +406 +8%
VST
860
Van Strum & Towne
California
$310K
AFG
861
Atomi Financial Group
New York
$310K +$36K +625 +13%
HCM
862
Hutchinson Capital Management
California
$309K +$230 +4 +0.1%
DBIA
863
Dumont & Blake Investment Advisors
New Jersey
$308K -$7.2K -125 -2%
WG
864
Welch Group
Alabama
$307K
FAG
865
Fortitude Advisory Group
Washington
$304K +$304K +5,280 New
GI
866
GAMMA Investing
California
$302K +$50.5K +877 +20%
AWA
867
Aaron Wealth Advisors
Illinois
$300K +$50.2K +871 +20%
BEAM
868
Baker Ellis Asset Management
Washington
$299K
GL
869
Graypoint LLC
New York
$298K +$9.97K +173 +3%
SC
870
Sapient Capital
Indiana
$295K
MA
871
Mezzasalma Advisors
New Jersey
$292K +$63.5K +1,102 +28%
QC
872
Quent Capital
New York
$290K +$115 +2 +0%
IFA
873
Index Fund Advisors
California
$290K +$290K +5,032 New
AWM
874
Accurate Wealth Management
Florida
$290K -$2.65K -47 -0.9%
RPC
875
Rossmore Private Capital
Connecticut
$288K