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Bank of New York Mellon

1,078 hedge funds and large institutions have $45.6B invested in Bank of New York Mellon in 2018 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 367 increasing their positions, 422 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,078
Holders Change
+10
Holders Change %
+0.94%
% of All Funds
24.71%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.64%
New
81
Increased
367
Reduced
422
Closed
63
Calls
$149M
Puts
$210M
Net Calls
-$60.6M
Net Calls Change
-$22M
Name Holding Trade Value Shares
Change
Shares
Change %
ML
951
McAdam LLC
Pennsylvania
$75K -$2.47K -46 -3%
DWM
952
Destination Wealth Management
California
$72K +$65.2K +1,212 +954%
SIAS
953
Shine Investment Advisory Services
Colorado
$71K
ATC
954
Adirondack Trust Company
New York
$69K -$2.69K -50 -4%
AWM
955
Aevitas Wealth Management
Massachusetts
$69K +$48.8K +902 +241%
PCFFS
956
Pacific Center for Financial Services
California
$68K
GTAM
957
Global Trust Asset Management
Florida
$68K +$19.5K +360 +40%
SBL
958
Sargent Bickham Lagudis
Colorado
$67K
WPA
959
West Paces Advisors
Georgia
$66.9K
Carson Wealth (CWM LLC)
960
Carson Wealth (CWM LLC)
Nebraska
$65K +$5.14K +95 +9%
ST
961
Sageworth Trust
Pennsylvania
$65K +$65K +1,200 New
THWM
962
Taylor Hoffman Wealth Management
Virginia
$61K
FC
963
Ferris Capital
Massachusetts
$60K
EWM
964
Endurance Wealth Management
Rhode Island
$59K
AA
965
Apriem Advisors
California
$59K +$59K +1,088 New
SSB
966
Sandy Spring Bank
Maryland
$58K
KIG
967
Kessler Investment Group
Indiana
$58K +$58K +1,068 New
MCA
968
Mercer Capital Advisers
New Jersey
$54K
GCM
969
Gables Capital Management
Florida
$54K
ACM
970
AUA Capital Management
Pennsylvania
$53K
B
971
Bridgeworth
Alabama
$50K +$50K +932 New
QAM
972
QCI Asset Management
New York
$46K -$16.2K -300 -26%
EWM
973
Edge Wealth Management
New York
$45K -$24.2K -445 -35%
JA
974
JOYN Advisors
Georgia
$45K +$32.5K +608 +259%
GI
975
Gradient Investments
Minnesota
$44K -$1.25K -23 -3%