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Bank of New York Mellon

1,054 hedge funds and large institutions have $34.4B invested in Bank of New York Mellon in 2021 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 360 increasing their positions, 355 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,054
Holders Change
+49
Holders Change %
+4.88%
% of All Funds
18.56%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.3%
New
134
Increased
360
Reduced
355
Closed
78
Calls
$121M
Puts
$143M
Net Calls
-$22.6M
Net Calls Change
+$5.56M
Name Holding Trade Value Shares
Change
Shares
Change %
RBC
901
Roble Belko & Company
Pennsylvania
$95K
BL
902
Bleichroeder LP
New York
$95K
IA
903
IFP Advisors
Florida
$90K -$430 -9 -0.5%
GFPC
904
Global Financial Private Client
Florida
$89.6K
MHR
905
Matthew Hamilton Rosenberg
$83K
UFF
906
USA Financial Formulas
Michigan
$83K +$83K +1,755 New
AF
907
Allworth Financial
California
$82K
BWA
908
BDO Wealth Advisors
Florida
$82K +$63.8K +1,342 +350%
RFA
909
Reilly Financial Advisors
California
$79K
LWANC
910
Laurel Wealth Advisors (North Carolina)
North Carolina
$78K
PK
911
Pflug Koory
Nebraska
$78K +$1.19K +25 +2%
TPCW
912
TD Private Client Wealth
New York
$77.5K -$6.38K -135 -8%
BHWM
913
Bay Harbor Wealth Management
Maryland
$76K +$16.1K +339 +27%
CCM
914
CAAS Capital Management
New York
$76K +$76K +1,600 New
EI
915
Ellevest Inc
New York
$68K +$18.9K +396 +38%
FA
916
Financial Advantage
Maryland
$67K
PWM
917
Prentice Wealth Management
New York
$66K +$66K +1,401 New
PFGIA
918
Patriot Financial Group Insurance Agency
Massachusetts
$64K +$25.3K +536 +65%
MF
919
Manchester Financial
California
$62K +$62K +1,303 New
GCM
920
Gables Capital Management
Florida
$61K
SBL
921
Sargent Bickham Lagudis
Colorado
$59K
PCFFS
922
Pacific Center for Financial Services
California
$58K
AssetMark Inc
923
AssetMark Inc
California
$58K +$6.62K +140 +13%
AL
924
ADE LLC
Maryland
$57K
WB
925
Webster Bank
Connecticut
$57K