BK icon

Bank of New York Mellon

1,119 hedge funds and large institutions have $29.9B invested in Bank of New York Mellon in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 434 increasing their positions, 364 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
+7
Holders Change %
+0.63%
% of All Funds
17.91%
Holding in Top 10
12
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-42.86%
% of All Funds
0.19%
New
118
Increased
434
Reduced
364
Closed
87
Calls
$171M
Puts
$228M
Net Calls
-$57.1M
Net Calls Change
-$46.3M
Name Holding Trade Value Shares
Change
Shares
Change %
TCWA
976
Ten Capital Wealth Advisors
Washington
$56.3K +$56.3K +1,239 New
LWANC
977
Laurel Wealth Advisors (North Carolina)
North Carolina
$55.6K -$22.7K -500 -29%
PCFFS
978
Pacific Center for Financial Services
California
$55.5K +$55.5K +1,221 New
WP
979
WealthPLAN Partners
Nebraska
$55.4K +$55.4K +1,218 New
HCP
980
Hexagon Capital Partners
Arkansas
$55.1K +$11.7K +258 +27%
AWM
981
AllSquare Wealth Management
New York
$54.7K
C
982
Covestor
United Kingdom
$53K -$69.4K -1,555 -57%
CCM
983
Chilton Capital Management
Texas
$52.7K -$343K -7,547 -87%
RI
984
Ridgewood Investments
New Jersey
$52.4K +$52.4K +1,153 New
LWCFA
985
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$50K
GCM
986
Gables Capital Management
Florida
$50K
Simplex Trading
987
Simplex Trading
Illinois
$48K -$4.74M -105,202 -99%
BTI
988
Blue Trust Inc
Georgia
$48K -$20.8K -463 -30%
TPCW
989
TD Private Client Wealth
New York
$47.5K -$5.45K -120 -10%
LFA
990
Legend Financial Advisors
Pennsylvania
$47.1K
BCM
991
Bourgeon Capital Management
Connecticut
$45.4K
FCT
992
First Community Trust
Iowa
$45.4K
GFPC
993
Global Financial Private Client
Florida
$44.3K
BWM
994
Baystate Wealth Management
Massachusetts
$43.3K +$318 +7 +0.7%
SCA
995
Stonebridge Capital Advisors
Minnesota
$43.1K -$4.77K -105 -10%
GFL
996
Granite FO LLC
New Hampshire
$42.6K +$42.6K +1,000 New
Loomis, Sayles & Company
997
Loomis, Sayles & Company
Massachusetts
$42K -$15.2K -337 -27%
EWA
998
EverSource Wealth Advisors
Alabama
$41.1K +$3.82K +84 +10%
FCFS
999
First Command Financial Services
Texas
$40.9K -$6.45K -142 -14%
FCB
1000
First Command Bank
Texas
$40.9K -$6.45K -142 -14%