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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 %
JWCA
926
J.W. Cole Advisors
Florida
$201K +$201K +3,855 New
GM
927
GeoWealth Management
Illinois
$185K +$100K +1,928 +118%
DJSG
928
D.J. St. Germain
Massachusetts
$174K
FFA
929
Farther Finance Advisors
California
$170K +$39.4K +756 +30%
CAL
930
Capital Analysts LLC
Pennsylvania
$166K -$6.07K -117 -4%
CTC
931
Central Trust Company
Missouri
$164K
EDRH
932
Edmond de Rothschild Holding
Switzerland
$164K -$7.81M -150,000 -98%
CF
933
Centaurus Financial
California
$160K -$30K -576 -16%
NSIM
934
North Star Investment Management
Illinois
$159K
CHC
935
City Holding Co
West Virginia
$157K -$2.55K -49 -2%
CFG
936
CKW Financial Group
Hawaii
$151K
CWP
937
Concord Wealth Partners
Virginia
$143K -$98.2K -1,886 -41%
SPWM
938
Spartan Planning & Wealth Management
North Carolina
$138K +$138K +2,650 +53,000%
IRC
939
Investors Research Corp
Georgia
$137K
PFBT
940
Parkside Financial Bank & Trust
Missouri
$136K +$5.88K +113 +5%
WB
941
Webster Bank
Connecticut
$136K -$5.21K -100 -4%
Fuller & Thaler Asset Management
942
Fuller & Thaler Asset Management
California
$134K +$123K +2,355 +1,047%
BIA
943
Bell Investment Advisors
California
$133K +$46.4K +892 +54%
WSCM
944
Wellington Shields Capital Management
New York
$130K
WTA
945
Washington Trust Advisors
Massachusetts
$127K +$2.19K +42 +2%
DMBA
946
Deseret Mutual Benefit Administrators
Utah
$125K -$35.6K -684 -22%
CWM
947
Compass Wealth Management
Connecticut
$125K -$5.21K -100 -4%
MIM
948
Macroview Investment Management
Maryland
$125K
CSB
949
City State Bank
Iowa
$124K -$16.8K -323 -12%
IFAM
950
Institutional & Family Asset Management
Colorado
$121K +$416 +8 +0.3%