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Bank of New York Mellon

1,072 hedge funds and large institutions have $28.9B invested in Bank of New York Mellon in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 366 increasing their positions, 437 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
-47
Holders Change %
-4.2%
% of All Funds
16.91%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
73
Increased
366
Reduced
437
Closed
115
Calls
$157M
Puts
$126M
Net Calls
+$31.7M
Net Calls Change
+$88.8M
Name Holding Trade Value Shares
Change
Shares
Change %
ZB
976
Zions Bancorporation
Utah
$20.8K -$1.38K -31 -6%
JWM
977
Janiczek Wealth Management
Colorado
$20.8K
VLKIM
978
Van Lanschot Kempen Investment Management
Netherlands
$19.8K
BONH
979
Bank of New Hampshire
New Hampshire
$19.7K
SWA
980
SOA Wealth Advisors
New York
$19.2K +$178 +4 +0.9%
HIA
981
Harbor Investment Advisory
Maryland
$18.2K
WT
982
Washington Trust
Rhode Island
$17.8K -$6.54K -147 -27%
KLWA
983
Kelly Lawrence W & Associates
California
$17.7K
FSWA
984
Financial Synergies Wealth Advisors
Texas
$17.5K +$133 +3 +0.8%
BIA
985
Bell Investment Advisors
California
$17.4K -$1.56K -35 -8%
CMA
986
Cedar Mountain Advisors
Oregon
$17.3K +$1.51K +34 +10%
GI
987
Gradient Investments
Minnesota
$17.1K +$1.34K +30 +8%
ACA
988
Atlas Capital Advisors
Wyoming
$17K
MFA
989
McClarren Financial Advisors
Pennsylvania
$17K -$10.8K -246 -39%
VCM
990
Versant Capital Management
Arizona
$16.7K +$1.56K +35 +10%
PI
991
PineBridge Investments
New York
$16.5K -$150K -3,366 -90%
BWS
992
Buck Wealth Strategies
Colorado
$15.9K +$15.9K +357 New
AP
993
Atwood & Palmer
Missouri
$15.8K
SWA
994
Sutton Wealth Advisors
Florida
$15.6K
PGAM
995
Princeton Global Asset Management
New Jersey
$15.1K +$45 +1 +0.3%
CAC
996
Certified Advisory Corp
Florida
$15K
CNBTD
997
Citizens National Bank Trust Department
Mississippi
$14.6K
SIC
998
Salem Investment Counselors
North Carolina
$14.6K
PSB
999
Piscataqua Savings Bank
New Hampshire
$14.2K
NECFA
1000
New England Capital Financial Advisors
Connecticut
$14.1K +$134 +3 +1%