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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 %
WPC
876
Wedmont Private Capital
Pennsylvania
$216K +$216K +4,786 New
HI
877
Harbour Investments
Wisconsin
$216K -$18K -395 -8%
BEI
878
Benjamin Edwards Inc
Missouri
$215K +$36.5K +804 +20%
SMA
879
Sage Mountain Advisors
Georgia
$215K +$215K +4,723 New
BLC
880
Brown, Lisle/Cummings
Rhode Island
$212K
CI
881
Conning Inc
Connecticut
$210K -$2.64K -58 -1%
HTC
882
Haverford Trust Company
Pennsylvania
$209K +$1.23K +27 +0.6%
CWA
883
CM Wealth Advisors
Ohio
$209K -$42 -1 -0%
GCA
884
Genesee Capital Advisors
New York
$208K
PWLP
885
Prio Wealth Limited Partnership
Massachusetts
$208K
KTC
886
Kistler-Tiffany Companies
Pennsylvania
$206K
SCM
887
Sebold Capital Management
Illinois
$206K +$45 +1 +0%
AWA
888
Arkadios Wealth Advisors
Georgia
$205K +$205K +4,509 New
RWM
889
RKL Wealth Management
Pennsylvania
$205K +$454 +10 +0.2%
WSCM
890
Wellington Shields Capital Management
New York
$204K
SWA
891
Sax Wealth Advisors
New Jersey
$204K
PWMAG
892
Pinnacle Wealth Management Advisory Group
New Jersey
$203K +$203K +4,477 New
CW
893
CIC Wealth
Maryland
$203K -$45.3K -996 -18%
EWA
894
Exencial Wealth Advisors
Oklahoma
$203K -$5K -110 -2%
CA
895
Clearstead Advisors
Ohio
$203K +$17.4K +384 +9%
WI
896
WrapManager Inc
California
$203K +$409 +9 +0.2%
SBIA
897
Sheaff Brock Investment Advisors
Indiana
$203K
Nomura Holdings
898
Nomura Holdings
Japan
$202K +$202K +4,453 New
AC
899
Abbrea Capital
California
$202K
DWT
900
Dorsey & Whitney Trust
South Dakota
$200K +$200K +4,407 New