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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 %
EWM
951
Evermay Wealth Management
Virginia
$120K +$364 +7 +0.3%
TCM
952
TD Capital Management
Tennessee
$120K
AA
953
Alta Advisers
United Kingdom
$120K
NBT
954
Northwest Bank & Trust
Iowa
$111K +$111K +2,139 New
RMC
955
Resources Management Corp
Connecticut
$111K
CI Investments Inc
956
CI Investments Inc
Ontario, Canada
$110K -$893K -17,088 -89%
GWSG
957
GPS Wealth Strategies Group
Colorado
$109K -$59.9K -1,150 -36%
CT
958
Colonial Trust
South Carolina
$107K -$13K -250 -11%
PCTC
959
Perkins Coie Trust Company
Washington
$105K
KWAG
960
Kiely Wealth Advisory Group
North Carolina
$105K +$105K +1,888 New
GITFIT
961
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$104K
BL
962
Bleichroeder LP
New York
$104K
MFC
963
Mechanics Financial Corp
Ohio
$104K
RFG
964
REAP Financial Group
Texas
$104K +$104K +1,989 New
GWS
965
Glassman Wealth Services
Virginia
$103K +$30.8K +591 +43%
WPA
966
West Paces Advisors
Georgia
$102K +$65.4K +1,257 +178%
AGWCA
967
Annis Gardner Whiting Capital Advisors
Florida
$102K +$87.4K +1,679 +593%
GEA
968
Glen Eagle Advisors
New Jersey
$101K -$5.21K -100 -5%
CTC
969
Cetera Trust Company
Minnesota
$100K +$100K +1,930 New
IA
970
IFP Advisors
Florida
$100K +$937 +18 +0.9%
LB
971
Legacy Bridge
Iowa
$99.9K +$99.9K +1,919 New
RIM
972
Rakuten Investment Management
Japan
$99.7K +$99.7K +1,909 New
AT
973
Arlington Trust
Alabama
$99.1K +$99.1K +1,903 New
AWM
974
Avior Wealth Management
Nebraska
$97.5K -$6.87K -132 -7%
IGWM
975
ICA Group Wealth Management
Colorado
$96.8K +$96.8K +1,859 New