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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 %
CJL
876
Cyrus J. Lawrence
New York
$128K
OIA
877
Optimum Investment Advisors
Illinois
$128K
CFG
878
CKW Financial Group
Hawaii
$124K
WB
879
Webster Bank
Connecticut
$116K -$3.88K -91 -3%
CSB
880
City State Bank
Iowa
$115K -$17K -400 -13%
MCM
881
Magnolia Capital Management
New York
$113K -$13K -305 -10%
IRC
882
Investors Research Corp
Georgia
$112K
GRP
883
Global Retirement Partners
California
$110K -$24.8K -602 -18%
LC
884
Lindbrook Capital
California
$109K +$7.25K +170 +7%
FFA
885
Farther Finance Advisors
California
$107K +$17.8K +417 +20%
PFBT
886
Parkside Financial Bank & Trust
Missouri
$107K +$4.82K +113 +5%
CWM
887
Compass Wealth Management
Connecticut
$107K
WSCM
888
Wellington Shields Capital Management
New York
$107K
GITFIT
889
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$104K
MIM
890
Macroview Investment Management
Maryland
$102K +$102K +2,400 New
WTA
891
Washington Trust Advisors
Massachusetts
$102K +$1.66K +39 +2%
IFAM
892
Institutional & Family Asset Management
Colorado
$98.7K
EWM
893
Evermay Wealth Management
Virginia
$98.4K -$12.7K -298 -11%
TCM
894
TD Capital Management
Tennessee
$98.2K
CT
895
Colonial Trust
South Carolina
$98.1K -$8.53K -200 -8%
AA
896
Alta Advisers
United Kingdom
$98.1K
RMC
897
Resources Management Corp
Connecticut
$91K -$42.2K -990 -32%
PFSC
898
Peoples Financial Services Corp
Pennsylvania
$90.6K -$1.07K -25 -1%
GEA
899
Glen Eagle Advisors
New Jersey
$87.4K
PCTC
900
Perkins Coie Trust Company
Washington
$86.1K