BK icon

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 %
ACA
901
Aptus Capital Advisors
Alabama
$212K +$212K +4,081 New
FMTCOCP
902
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$211K +$4.89K +94 +2%
RCM
903
Radnor Capital Management
Pennsylvania
$211K +$211K +4,045 New
LFA
904
Laraway Financial Advisors
Minnesota
$211K -$16.9K -324 -7%
PBO
905
Peoples Bank (Ohio)
Ohio
$210K +$210K +4,042 New
CA
906
Clearstead Advisors
Ohio
$210K -$213K -4,090 -50%
BJL
907
Brighton Jones LLC
Washington
$210K +$210K +4,030 New
SC
908
Stephenson & Company
California
$210K +$210K +4,028 New
SVWAG
909
Sound View Wealth Advisors Group
Georgia
$210K +$210K +4,027 New
ST
910
Spinnaker Trust
Maine
$209K +$209K +4,020 New
BHIA
911
Birch Hill Investment Advisors
Massachusetts
$208K -$280K -5,376 -57%
AL
912
Arnhold LLC
New York
$208K +$208K +4,000 New
RC
913
RBO & Co
California
$208K +$208K +4,000 New
MA
914
Mezzasalma Advisors
New Jersey
$207K +$207K +3,971 New
HI
915
Hudock Inc
Pennsylvania
$206K +$206K +3,966 New
SQA
916
Simon Quick Advisors
New Jersey
$206K +$206K +3,965 New
AWE
917
Avidian Wealth Enterprises
Texas
$205K +$205K +3,946 New
Empower Advisory Group
918
Empower Advisory Group
Colorado
$205K +$205K +3,933 New
LA
919
LM Advisors
California
$204K +$204K +3,927 New
EWM
920
Evercore Wealth Management
New York
$204K +$204K +3,913 New
BIG
921
Brooklyn Investment Group
New York
$203K +$203K +3,907 New
TSS
922
Two Sigma Securities
New York
$202K +$202K +3,885 New
RWM
923
RKL Wealth Management
Pennsylvania
$202K +$202K +3,874 New
WB
924
WesBanco Bank
West Virginia
$201K -$292K -5,619 -59%
CI
925
Conning Inc
Connecticut
$201K +$201K +3,862 New