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Bank of New York Mellon

1,060 hedge funds and large institutions have $37.6B invested in Bank of New York Mellon in 2019 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 313 increasing their positions, 394 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,060
Holders Change
+80
Holders Change %
+8.16%
% of All Funds
20.93%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.45%
New
157
Increased
313
Reduced
394
Closed
62
Calls
$93.4M
Puts
$130M
Net Calls
-$36.4M
Net Calls Change
+$77.2M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
901
Valeo Financial Advisors
Indiana
$89K +$252 +5 +0.3%
RFA
902
Reilly Financial Advisors
California
$84K
LWANC
903
Laurel Wealth Advisors (North Carolina)
North Carolina
$83K
HDIM
904
Hanson & Doremus Investment Management
Vermont
$81K
MFS
905
Mirabella Financial Services
United Kingdom
$81K +$81K +1,602 New
SSB
906
Sandy Spring Bank
Maryland
$77K +$22.4K +445 +41%
Loomis, Sayles & Company
907
Loomis, Sayles & Company
Massachusetts
$75K +$6.5K +130 +9%
SBL
908
Sargent Bickham Lagudis
Colorado
$75K +$12.5K +250 +20%
CCA
909
Column Capital Advisors
Indiana
$73K +$73K +1,458 New
FA
910
Financial Advantage
Maryland
$71K
PK
911
Pflug Koory
Nebraska
$69K +$6.04K +120 +10%
AP
912
Atwood & Palmer
Missouri
$68K -$50.2K -1,000 -42%
JSC
913
Jackson Square Capital
California
$67K +$67K +1,330 New
CYG
914
Clean Yield Group
Vermont
$65K +$65K +1,300 New
HWA
915
Heritage Wealth Advisors
Virginia
$63.1K -$5.08K -101 -7%
PCFFS
916
Pacific Center for Financial Services
California
$63K
WPA
917
West Paces Advisors
Georgia
$62.4K
PCIA
918
Prime Capital Investment Advisors
Kansas
$60K +$18.7K +373 +45%
THWM
919
Taylor Hoffman Wealth Management
Virginia
$57K
EWM
920
Endurance Wealth Management
Rhode Island
$55K -$12.7K -250 -19%
SIAS
921
Shine Investment Advisory Services
Colorado
$55K
PCM
922
Penserra Capital Management
California
$54K +$10.4K +211 +24%
NICM
923
Neo Ivy Capital Management
New York
$54K +$54K +1,072 New
CH
924
Canton Hathaway
Rhode Island
$53K
AWM
925
AllSquare Wealth Management
New York
$52K -$29.9K -600 -37%