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Bank of New York Mellon

1,243 hedge funds and large institutions have $36.1B invested in Bank of New York Mellon in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 404 increasing their positions, 461 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,243
Holders Change
+86
Holders Change %
+7.43%
% of All Funds
18.02%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
162
Increased
404
Reduced
461
Closed
62
Calls
$227M
Puts
$161M
Net Calls
+$66.3M
Net Calls Change
-$3.7M
Name Holding Trade Value Shares
Change
Shares
Change %
BGAI
926
Bruce G. Allen Investments
Colorado
$253K -$288 -5 -0.1%
OWA
927
One Wealth Advisors
California
$252K -$11.6K -201 -4%
Empower Advisory Group
928
Empower Advisory Group
Colorado
$251K +$24K +417 +11%
FCH
929
Freestone Capital Holdings
Washington
$250K -$12K -208 -5%
VA
930
Vident Advisory
Georgia
$248K -$14.7K -255 -6%
HSA
931
HBK Sorce Advisory
Pennsylvania
$248K +$1.15K +20 +0.5%
IAN
932
Integrated Advisors Network
Texas
$245K +$245K +4,253 New
SMA
933
Sage Mountain Advisors
Georgia
$245K -$22.6K -392 -8%
PCMC
934
Paragon Capital Management (Colorado)
Colorado
$244K +$1.56K +27 +0.6%
BJL
935
Brighton Jones LLC
Washington
$244K +$12K +209 +5%
1WM
936
1858 Wealth Management
Ohio
$243K
PFS
937
Prospera Financial Services
Texas
$243K -$54.9K -953 -18%
PWMAG
938
Pinnacle Wealth Management Advisory Group
New Jersey
$243K -$1.33K -23 -0.5%
PCA
939
Pallas Capital Advisors
Massachusetts
$243K +$243K +4,222 New
MFGM
940
Marshall Financial Group (Maryland)
Maryland
$243K
HA
941
Hofer & Associates
California
$243K -$2.88K -50 -1%
WI
942
WrapManager Inc
California
$243K -$29.8K -517 -11%
BBA
943
BLB&B Advisors
Pennsylvania
$242K -$12.1K -210 -5%
JWA
944
JFS Wealth Advisors
Pennsylvania
$241K -$2.94K -51 -1%
PCA
945
Peddock Capital Advisors
Massachusetts
$241K
BC
946
Barrett & Company
Rhode Island
$241K -$5.76K -100 -2%
FG
947
Fiduciary Group
Georgia
$240K
QOP
948
Quinn Opportunity Partners
Virginia
$239K -$230K -4,000 -49%
VA
949
Verdad Advisers
Massachusetts
$239K +$239K +4,148 New
GRP
950
Global Retirement Partners
California
$239K +$6.91K +120 +3%