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Bank of New York Mellon

1,074 hedge funds and large institutions have $36.9B invested in Bank of New York Mellon in 2021 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 375 increasing their positions, 365 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,074
Holders Change
+20
Holders Change %
+1.9%
% of All Funds
18.75%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.35%
New
109
Increased
375
Reduced
365
Closed
80
Calls
$141M
Puts
$171M
Net Calls
-$30.4M
Net Calls Change
-$7.75M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
926
Prestige Wealth Management Group
New Jersey
$95K -$15.7K -307 -14%
SCA
927
Stonebridge Capital Advisors
Minnesota
$90K +$45K +915 +100%
AF
928
Allworth Financial
California
$89K
MHR
929
Matthew Hamilton Rosenberg
$89K
DFCM
930
Dark Forest Capital Management
Puerto Rico
$89K +$89K +1,747 New
LWANC
931
Laurel Wealth Advisors (North Carolina)
North Carolina
$88K +$4.19K +82 +5%
MGIM
932
M&G Investment Management
United Kingdom
$83.5K +$31K +607,877 +59%
JFGIW
933
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$83K -$712K -13,839 -90%
BHWM
934
Bay Harbor Wealth Management
Maryland
$83K +$617 +12 +0.7%
ACM
935
Anfield Capital Management
California
$78K +$78K +1,530 New
PK
936
Pflug Koory
Nebraska
$77K -$7.19K -140 -9%
FA
937
Financial Advantage
Maryland
$73K
GM
938
GeoWealth Management
Illinois
$73K +$73K +1,420 New
TPCW
939
TD Private Client Wealth
New York
$72.1K -$11.9K -232 -14%
PWM
940
Prentice Wealth Management
New York
$72K
CYG
941
Clean Yield Group
Vermont
$69K +$69K +1,350 New
GCM
942
Gables Capital Management
Florida
$67K
GWS
943
Glassman Wealth Services
Virginia
$66K +$4.39K +85 +7%
JWM
944
Janiczek Wealth Management
Colorado
$66K +$24.2K +469 +58%
CFO
945
CVA Family Office
Colorado
$66K +$29.1K +570 +79%
HDIM
946
Hanson & Doremus Investment Management
Vermont
$64K -$20.7K -604 -24%
SBL
947
Sargent Bickham Lagudis
Colorado
$64K
LWCFA
948
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64K +$64K +1,242 New
PCFFS
949
Pacific Center for Financial Services
California
$63K
WB
950
Webster Bank
Connecticut
$62K