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Bank of New York Mellon

1,068 hedge funds and large institutions have $43.3B invested in Bank of New York Mellon in 2018 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 356 increasing their positions, 428 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
+2
Holders Change %
+0.19%
% of All Funds
24.51%
Holding in Top 10
30
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-18.92%
% of All Funds
0.69%
New
91
Increased
356
Reduced
428
Closed
77
Calls
$187M
Puts
$225M
Net Calls
-$38.6M
Net Calls Change
+$63.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SBL
951
Sargent Bickham Lagudis
Colorado
$64K
WPA
952
West Paces Advisors
Georgia
$63.9K -$34.8K -675 -35%
QAM
953
QCI Asset Management
New York
$59K -$2.57K -50 -4%
THWM
954
Taylor Hoffman Wealth Management
Virginia
$59K
FC
955
Ferris Capital
Massachusetts
$58K +$58K +1,116 New
Carson Wealth (CWM LLC)
956
Carson Wealth (CWM LLC)
Nebraska
$57K +$1.44K +28 +3%
EAM
957
Exane Asset Management
France
$56.2K +$56.2K +1,091 New
SSB
958
Sandy Spring Bank
Maryland
$56K -$9.72K -188 -15%
EWM
959
Endurance Wealth Management
Rhode Island
$56K
MCA
960
Mercer Capital Advisers
New Jersey
$52K
GCM
961
Gables Capital Management
Florida
$52K +$52K +1,000 New
KA
962
Kaizen Advisory
Illinois
$51K
ACM
963
AUA Capital Management
Pennsylvania
$50K
GTAM
964
Global Trust Asset Management
Florida
$46K +$28.3K +550 +160%
GI
965
Gradient Investments
Minnesota
$43K -$39.5K -762 -48%
MOS
966
MGO One Seven
Ohio
$43K -$673 -13 -2%
LWCFA
967
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41K
RBC
968
Roble Belko & Company
Pennsylvania
$40K
LWM
969
Lenox Wealth Management
Ohio
$40K +$719 +14 +2%
SNT
970
Security National Trust
West Virginia
$39K
BWM
971
Baystate Wealth Management
Massachusetts
$38K
WIM
972
Westside Investment Management
California
$37.7K +$2.41K +48 +7%
GAM
973
Gemmer Asset Management
California
$37K
OFS
974
Orrstown Financial Services
Pennsylvania
$36K +$14.9K +290 +71%
WWM
975
Willingdon Wealth Management
North Carolina
$36K +$36K +700 New