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Bank of New York Mellon

1,066 hedge funds and large institutions have $45.8B invested in Bank of New York Mellon in 2017 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 333 increasing their positions, 386 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,066
Holders Change
+97
Holders Change %
+10.01%
% of All Funds
24.21%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.84%
New
152
Increased
333
Reduced
386
Closed
46
Calls
$205M
Puts
$307M
Net Calls
-$102M
Net Calls Change
+$43.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PGWM
951
Parisi Gray Wealth Management
New Jersey
$74K +$74K +1,378 New
EFSCE
952
Enterprise Financial Services Corp (EFSC)
Missouri
$70K
EWM
953
Edge Wealth Management
New York
$68K
PCFFS
954
Pacific Center for Financial Services
California
$68K
SSB
955
Sandy Spring Bank
Maryland
$68K +$23.1K +432 +51%
SBL
956
Sargent Bickham Lagudis
Colorado
$67K
QAM
957
QCI Asset Management
New York
$65K +$19K +350 +41%
THWM
958
Taylor Hoffman Wealth Management
Virginia
$61K +$61K +1,138 New
Carson Wealth (CWM LLC)
959
Carson Wealth (CWM LLC)
Nebraska
$58K -$3.98K -74 -6%
EWM
960
Endurance Wealth Management
Rhode Island
$58K
GT
961
Greenleaf Trust
Michigan
$56K -$9.68K -179 -15%
MCA
962
Mercer Capital Advisers
New Jersey
$54K
FCA
963
Florence Capital Advisors
New York
$54K
ACM
964
AUA Capital Management
Pennsylvania
$53K
KA
965
Kaizen Advisory
Illinois
$53K +$53K +993 New
VIMU
966
Veritas Investment Management (UK)
United Kingdom
$48K
MOS
967
MGO One Seven
Ohio
$45K +$45K +843 New
SIAS
968
Shine Investment Advisory Services
Colorado
$44K -$5.26K -98 -11%
Kovitz Investment Group Partners
969
Kovitz Investment Group Partners
Illinois
$43.5K -$780 -14,476 -2%
LWCFA
970
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43K
RBC
971
Roble Belko & Company
Pennsylvania
$42K
LWM
972
Lenox Wealth Management
Ohio
$41K
SNT
973
Security National Trust
West Virginia
$40K -$6.67K -125 -14%
BWM
974
Baystate Wealth Management
Massachusetts
$39K
HR
975
Howe & Rusling
New York
$39K +$10.8K +200 +38%