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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 %
HCP
926
Hexagon Capital Partners
Arkansas
$56.5K -$2.94K -69 -5%
CBT
927
CoreFirst Bank & Trust
Kansas
$56.3K +$1.28K +30 +2%
NF
928
Norwood Financial
Pennsylvania
$55.6K -$6.01K -141 -10%
WWP
929
WR Wealth Planners
Missouri
$54.4K
MPWT
930
MassMutual Private Wealth & Trust
Connecticut
$54.3K +$6.18K +145 +13%
LWANC
931
Laurel Wealth Advisors (North Carolina)
North Carolina
$52.2K
PCFFS
932
Pacific Center for Financial Services
California
$52.1K
MFG
933
Mendota Financial Group
Wisconsin
$51.1K
IPW
934
Impact Partnership Wealth
Georgia
$50.4K -$273K -6,414 -84%
CCM
935
Chilton Capital Management
Texas
$49.4K
SFFS
936
Stonehage Fleming Financial Services
Jersey
$49K +$49K +1,150 New
LWCFA
937
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$48.7K
CT
938
Cambridge Trust
Massachusetts
$46.9K -$18.2K -426 -28%
GCM
939
Gables Capital Management
Florida
$46.9K
CAS
940
Coppell Advisory Solutions
Texas
$45.5K +$33.3K +732 +274%
LFA
941
Legend Financial Advisors
Pennsylvania
$44.2K
SC
942
Sawyer & Company
Massachusetts
$43K -$5.38K -125 -11%
BCM
943
Bourgeon Capital Management
Connecticut
$42.7K
FCT
944
First Community Trust
Iowa
$42.7K
BWM
945
Baystate Wealth Management
Massachusetts
$41.4K +$384 +9 +0.9%
GFPC
946
Global Financial Private Client
Florida
$41.3K
EWA
947
EverSource Wealth Advisors
Alabama
$40.9K +$1.11K +26 +3%
SCA
948
Stonebridge Capital Advisors
Minnesota
$40.4K
CB
949
Community Bank
New York
$38.4K -$41.8K -981 -52%
FCAS
950
First Command Advisory Services
Texas
$38.4K +$38.4K +900 New