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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 %
JCIA
851
Jackson Creek Investment Advisors
Colorado
$335K +$335K +5,597 New
AC
852
Avestar Capital
New York
$334K +$55K +919 +20%
AWA
853
Aaron Wealth Advisors
Illinois
$333K +$21K +350 +7%
BAM
854
Berkshire Asset Management
Pennsylvania
$330K +$330K +5,511 New
AI
855
Accredited Investors
Minnesota
$330K -$59.9K -1,000 -15%
CWP
856
Cyndeo Wealth Partners
Florida
$325K +$56K +935 +21%
FCM
857
Firestone Capital Management
Florida
$324K
PCA
858
Pallas Capital Advisors
Massachusetts
$323K +$55.4K +873 +21%
VST
859
Van Strum & Towne
California
$322K
HCM
860
Hutchinson Capital Management
California
$321K
CFGS
861
Concourse Financial Group Securities
Alabama
$321K -$2.52K -42 -0.8%
FIM
862
Freedom Investment Management
Connecticut
$320K -$158K -2,645 -33%
GRP
863
Global Retirement Partners
California
$320K +$71.4K +1,193 +29%
SPC
864
Sigma Planning Corp
Michigan
$319K -$21.5K -359 -6%
CFM
865
Catalyst Funds Management
Australia
$317K +$53.9K +900 +20%
FAG
866
Fortitude Advisory Group
Washington
$316K
BEAM
867
Baker Ellis Asset Management
Washington
$311K
SC
868
Syon Capital
California
$310K +$16.2K +271 +6%
SC
869
Sapient Capital
Indiana
$310K +$2.82K +47 +0.9%
TPI
870
Trust Point Inc
Wisconsin
$306K -$50.2K -838 -14%
CHP
871
Cable Hill Partners
Oregon
$305K +$305K +5,093 New
Fisher Asset Management
872
Fisher Asset Management
Washington
$304K +$35.2K +588 +13%
SMA
873
Sage Mountain Advisors
Georgia
$304K +$49K +819 +19%
QC
874
Quent Capital
New York
$302K +$180 +3 +0.1%
STA
875
Summit Trail Advisors
New York
$302K +$7.25K +121 +2%