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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 %
TL
976
TrueWealth LLC
Georgia
$44K +$21.7K +406 +97%
LWCFA
977
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43K
PMFA
978
Plante Moran Financial Advisors
Michigan
$43K +$24.8K +460 +136%
LWM
979
Lenox Wealth Management
Ohio
$42K
RBC
980
Roble Belko & Company
Pennsylvania
$42K
WIM
981
Westside Investment Management
California
$40K -$649 -12 -2%
SNT
982
Security National Trust
West Virginia
$40K
GAM
983
Gemmer Asset Management
California
$38K
WWM
984
Willingdon Wealth Management
North Carolina
$38K
AF
985
Allworth Financial
California
$37K +$7.53K +141 +26%
BG
986
Bollard Group
Massachusetts
$36K +$162 +3 +0.5%
CHP
987
Cable Hill Partners
Oregon
$34K
PK
988
Pflug Koory
Nebraska
$34K +$4.08K +75 +14%
CB
989
CNB Bank
Pennsylvania
$33K
SA
990
SRH Advisors
Kansas
$33K
OC
991
Oakworth Capital
Alabama
$33K
SCM
992
Silvant Capital Management
Georgia
$33K +$20.1K +370 +155%
OFS
993
Orrstown Financial Services
Pennsylvania
$32K -$5.39K -101 -14%
BC
994
Blackhill Capital
New Jersey
$32K
BFC
995
Bedel Financial Consulting
Indiana
$32K
FAM
996
Fred Alger Management
New York
$32K +$19.6K +365 +159%
GFP
997
Gryphon Financial Partners
Ohio
$31K -$1.57K -29 -5%
PCA
998
Providence Capital Advisors
North Carolina
$31K
CWM
999
Catamount Wealth Management
Connecticut
$30K
AC
1000
Avestar Capital
New York
$30K +$5.89K +124 +24%