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Bank of New York Mellon

1,157 hedge funds and large institutions have $33.8B invested in Bank of New York Mellon in 2023 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 361 increasing their positions, 428 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,157
Holders Change
+82
Holders Change %
+7.63%
% of All Funds
16.96%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
177
Increased
361
Reduced
428
Closed
78
Calls
$234M
Puts
$164M
Net Calls
+$70M
Net Calls Change
+$40.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CCP
876
Clarity Capital Partners
California
$229K +$229K +4,400 New
SBIA
877
Sheaff Brock Investment Advisors
Indiana
$229K +$229K +4,400 New
OBGC
878
O'Brien Greene & Co
Pennsylvania
$229K +$229K +4,391 New
BGAI
879
Bruce G. Allen Investments
Colorado
$229K +$229K +4,390 New
AWA
880
Aaron Wealth Advisors
Illinois
$226K +$226K +4,334 New
SYBT
881
Stock Yards Bank & Trust
Kentucky
$224K +$224K +4,296 New
HSA
882
HBK Sorce Advisory
Pennsylvania
$223K +$223K +4,283 New
GRP
883
Global Retirement Partners
California
$223K +$75.8K +1,368 +52%
BC
884
Barrett & Company
Rhode Island
$223K
BEI
885
Benjamin Edwards Inc
Missouri
$222K -$8.86K -170 -4%
HA
886
Hofer & Associates
California
$222K +$222K +4,260 New
PWMAG
887
Pinnacle Wealth Management Advisory Group
New Jersey
$221K +$221K +4,247 New
SWS
888
SYSTM Wealth Solutions
Illinois
$221K -$38.2K -733 -15%
JWA
889
JFS Wealth Advisors
Pennsylvania
$220K +$4.01K +77 +2%
APA
890
Astoria Portfolio Advisors
New York
$220K +$220K +3,996 New
LC
891
Lindbrook Capital
California
$220K +$86.7K +1,666 +65%
MFIM
892
Mesirow Financial Investment Management
Illinois
$220K +$220K +10,744 New
MFGM
893
Marshall Financial Group (Maryland)
Maryland
$219K +$219K +4,217 New
PCMC
894
Paragon Capital Management (Colorado)
Colorado
$219K -$55.4K -1,064 -20%
MFG
895
Merit Financial Group
Georgia
$219K +$219K +4,202 New
HI
896
Harbour Investments
Wisconsin
$219K +$4.22K +81 +2%
PCA
897
Peddock Capital Advisors
Massachusetts
$218K +$218K +4,180 New
FG
898
Fiduciary Group
Georgia
$217K +$217K +4,162 New
BTW
899
Boston Trust Walden
Massachusetts
$215K +$215K +4,136 New
LRIA
900
Leonard Rickey Investment Advisors
Washington
$213K +$213K +4,096 New