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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 %
AWM
901
Avior Wealth Management
Nebraska
$85.5K -$3.97K -93 -4%
BL
902
Bleichroeder LP
New York
$85.3K
MFC
903
Mechanics Financial Corp
Ohio
$85.3K
TC
904
Trust Company
Kansas
$83.9K -$333K -7,807 -80%
IA
905
IFP Advisors
Florida
$81.5K -$92.8K -2,175 -53%
BWS
906
Buck Wealth Strategies
Colorado
$81K +$65.8K +1,542 +432%
PWMG
907
Prestige Wealth Management Group
New Jersey
$78.8K
BIA
908
Bell Investment Advisors
California
$70.8K +$54.1K +1,269 +325%
HT
909
Headlands Technologies
Illinois
$70.3K -$367K -8,604 -84%
UCB
910
United Community Bank
South Carolina
$69.7K
LTI
911
Laffer Tengler Investments
Tennessee
$69.1K -$181K -4,239 -72%
JFGIW
912
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$69.1K -$2.56K -60 -4%
GM
913
GeoWealth Management
Illinois
$69K +$46.3K +1,093 +204%
BHWM
914
Bay Harbor Wealth Management
Maryland
$68.6K +$1.15K +27 +2%
HDIM
915
Hanson & Doremus Investment Management
Vermont
$68K
MHR
916
Matthew Hamilton Rosenberg
$67.3K +$19.1K +447 +40%
FCA
917
FinTrust Capital Advisors
South Carolina
$65.9K +$6.44K +151 +11%
MCM
918
MV Capital Management
Maryland
$65.6K -$47.3K -1,109 -42%
HL
919
HeadInvest LLC
Maine
$63.1K +$63.1K +1,500 New
GBT
920
Grove Bank & Trust
Florida
$62.5K
AA
921
Ancora Advisors
Ohio
$61.8K -$15.1K -355 -20%
FWM
922
Focused Wealth Management
New York
$61.8K +$256 +6 +0.4%
GWS
923
Glassman Wealth Services
Virginia
$58.9K +$895 +21 +2%
AF
924
Arrow Financial
New York
$57.6K -$48.5K -1,137 -46%
AWM
925
AllSquare Wealth Management
New York
$57.6K -$43 -1 -0.1%