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Bank of New York Mellon

1,036 hedge funds and large institutions have $39.4B invested in Bank of New York Mellon in 2018 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 317 increasing their positions, 421 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,036
Holders Change
-27
Holders Change %
-2.54%
% of All Funds
23.12%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.6%
New
96
Increased
317
Reduced
421
Closed
112
Calls
$125M
Puts
$213M
Net Calls
-$88M
Net Calls Change
-$29M
Name Holding Trade Value Shares
Change
Shares
Change %
BOPW
976
Brandywine Oak Private Wealth
Pennsylvania
$18K +$18K +400 New
EFSCE
977
Enterprise Financial Services Corp (EFSC)
Missouri
$16K -$55.2K -1,149 -78%
NIM
978
NuWave Investment Management
New Jersey
$14K -$407K -8,871 -97%
RA
979
Rational Advisors
New York
$14K -$69.1K -1,505 -83%
MSFP
980
Mark Sheptoff Financial Planning
Connecticut
$14K
SHJ
981
Sharkey, Howes & Javer
Colorado
$14K
AIM
982
Advantage Investment Management
Iowa
$14K
ADL
983
Asset Dedication LLC
California
$13K
AWM
984
Avior Wealth Management
Nebraska
$13K +$5.34K +122 +70%
CFA
985
Clarfeld Financial Advisors
New York
$13K +$13K +275 New
GT
986
Glenmede Trust
Pennsylvania
$11.8K -$13.6K -288,348 -54%
BWM
987
Baystate Wealth Management
Massachusetts
$11K
HS
988
Horan Securities
United States
$11K +$101 +2 +0.9%
SFSIG
989
San Francisco Sentry Investment Group
California
$11K +$1.46K +31 +15%
PWM
990
PRW Wealth Management
Massachusetts
$11K +$11K +222 New
MIFH
991
Migdal Insurance & Financial Holdings
Israel
$10K -$488K -9,965 -98%
TFS
992
TrustCore Financial Services
Tennessee
$10K -$7.92K -171 -44%
IBOK
993
Independence Bank of Kentucky
Kentucky
$10K
MSA
994
Marino Stram & Associates
Massachusetts
$10K +$49 +1 +0.5%
ED
995
Exane Derivatives
France
$9.98K
TCM
996
Tradewinds Capital Management
Washington
$9K -$15.3K -320 -63%
SIS
997
Sound Income Strategies
Florida
$9K
SNT
998
Security National Trust
West Virginia
$7K
TWA
999
TCI Wealth Advisors
Arizona
$7K +$1.27K +26 +22%
KL
1000
KWMG LLC
Kansas
$6K -$667 -13 -10%