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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 %
BWCS
901
Beirne Wealth Consulting Services
Connecticut
$200K
T
902
TOBAM
France
$200K
OBGC
903
O'Brien Greene & Co
Pennsylvania
$200K
QC
904
Quent Capital
New York
$195K +$136 +3 +0.1%
BC
905
Barrett & Company
Rhode Island
$194K
CHC
906
City Holding Co
West Virginia
$191K -$4.54K -100 -2%
GWM
907
Geneos Wealth Management
Colorado
$189K -$11.9K -261 -6%
JWA
908
JFS Wealth Advisors
Pennsylvania
$188K +$1.18K +26 +0.6%
LJHT
909
Laurie J. Hall Trustee
$180K
PCM
910
Penserra Capital Management
California
$172K
PI
911
PineBridge Investments
New York
$170K
BWAM
912
Boyd Watterson Asset Management
Ohio
$168K -$2.14K -47 -1%
GRP
913
Global Retirement Partners
California
$163K +$118K +2,902 +267%
CTC
914
Central Trust Company
Missouri
$158K
Cohen & Steers
915
Cohen & Steers
New York
$158K +$89K +1,954 +129%
CAL
916
Capital Analysts LLC
Pennsylvania
$154K
EWM
917
Evermay Wealth Management
Virginia
$152K +$13.5K +298 +10%
GWSG
918
GPS Wealth Strategies Group
Colorado
$149K +$149K +3,289 New
AF
919
Allworth Financial
California
$148K +$6.59K +145 +5%
DMBA
920
Deseret Mutual Benefit Administrators
Utah
$148K +$1.23K +27 +0.8%
MC
921
Machina Capital
France
$145K +$145K +3,200 New
CSB
922
City State Bank
Iowa
$141K
NSIM
923
North Star Investment Management
Illinois
$139K
TWA
924
TCI Wealth Advisors
Arizona
$137K +$6.13K +135 +5%
CJL
925
Cyrus J. Lawrence
New York
$137K