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Bank of New York Mellon

1,136 hedge funds and large institutions have $33.5B invested in Bank of New York Mellon in 2022 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 402 increasing their positions, 387 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
-10
Holders Change %
-0.87%
% of All Funds
17.98%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
119
Increased
402
Reduced
387
Closed
111
Calls
$103M
Puts
$150M
Net Calls
-$46.8M
Net Calls Change
+$61.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
976
Focused Wealth Management
New York
$70K -$212K -4,280 -75%
FA
977
Financial Advantage
Maryland
$70K
CFN
978
Cordasco Financial Network
Florida
$69K +$350 +7 +0.5%
Jones Financial Companies
979
Jones Financial Companies
Missouri
$67K -$19.8K -399 -23%
JWM
980
Janiczek Wealth Management
Colorado
$67K -$347 -7 -0.5%
IFAM
981
Institutional & Family Asset Management
Colorado
$65K -$18.8K -379 -22%
GCM
982
Gables Capital Management
Florida
$65K
SBL
983
Sargent Bickham Lagudis
Colorado
$62K
TF
984
Tompkins Financial
New York
$62K +$43.1K +857 +227%
GRP
985
Global Retirement Partners
California
$62K +$62K +1,402 New
PCFFS
986
Pacific Center for Financial Services
California
$61K
CFO
987
CVA Family Office
Colorado
$60K
AWM
988
AllSquare Wealth Management
New York
$60K +$12.3K +246 +26%
HA
989
Herold Advisors
New York
$58.8K +$58.8K +1,185 New
CBT
990
CoreFirst Bank & Trust
Kansas
$58K
CA
991
Clearstead Advisors
Ohio
$57K
COCM
992
Charter Oak Capital Management
New Hampshire
$57K
LWCFA
993
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$55K
MGIM
994
M&G Investment Management
United Kingdom
$53.1K -$2.25K -44,969 -4%
BWM
995
Baystate Wealth Management
Massachusetts
$53K +$248 +5 +0.5%
AP
996
Atwood & Palmer
Missouri
$52K
PK
997
Pflug Koory
Nebraska
$52K
LC
998
Lindbrook Capital
California
$51K -$12.2K -245 -19%
SAM
999
Strategic Asset Management
Minnesota
$51K +$299 +6 +0.6%
BCM
1000
Bourgeon Capital Management
Connecticut
$50K