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Bank of New York Mellon

1,072 hedge funds and large institutions have $28.9B invested in Bank of New York Mellon in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 366 increasing their positions, 437 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
-47
Holders Change %
-4.2%
% of All Funds
16.91%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
73
Increased
366
Reduced
437
Closed
115
Calls
$157M
Puts
$126M
Net Calls
+$31.7M
Net Calls Change
+$88.8M
Name Holding Trade Value Shares
Change
Shares
Change %
AS
926
AM Squared
Hong Kong
$53.4K -$8.9K -200 -14%
MFG
927
Mendota Financial Group
Wisconsin
$53.4K +$18.1K +407 +51%
CCM
928
Chilton Capital Management
Texas
$51.6K
RI
929
Ridgewood Investments
New Jersey
$51.4K
WP
930
WealthPLAN Partners
Nebraska
$50.8K -$3.38K -76 -6%
MHR
931
Matthew Hamilton Rosenberg
$50.3K -$27.4K -615 -35%
MPWT
932
MassMutual Private Wealth & Trust
Connecticut
$50.2K +$15.1K +340 +43%
SC
933
Sawyer & Company
Massachusetts
$50K -$20.6K -464 -29%
LWCFA
934
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$49K
GCM
935
Gables Capital Management
Florida
$49K
LFA
936
Legend Financial Advisors
Pennsylvania
$46.1K
BCM
937
Bourgeon Capital Management
Connecticut
$44.5K
FCT
938
First Community Trust
Iowa
$44.5K
GFPC
939
Global Financial Private Client
Florida
$44.2K
BWM
940
Baystate Wealth Management
Massachusetts
$42.8K +$357 +8 +0.8%
SCA
941
Stonebridge Capital Advisors
Minnesota
$42.2K
SSG
942
Summit Securities Group
New York
$42K -$22.6K -504 -35%
EWA
943
EverSource Wealth Advisors
Alabama
$41.5K +$1.25K +28 +3%
FCB
944
First Command Bank
Texas
$40.1K
FCFS
945
First Command Financial Services
Texas
$40.1K
TPCW
946
TD Private Client Wealth
New York
$39.9K -$6.68K -150 -14%
ATC
947
Adirondack Trust Company
New York
$39.5K -$481K -10,605 -92%
SS
948
Sunbelt Securities
Texas
$39.3K +$3.74K +84 +11%
SF
949
Safeguard Financial
Wisconsin
$39K +$39K +883 New
PK
950
Pflug Koory
Nebraska
$37.8K