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Bank of New York Mellon

1,157 hedge funds and large institutions have $33.8B invested in Bank of New York Mellon in 2023 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 361 increasing their positions, 428 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,157
Holders Change
+82
Holders Change %
+7.63%
% of All Funds
16.96%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
177
Increased
361
Reduced
428
Closed
78
Calls
$234M
Puts
$164M
Net Calls
+$70M
Net Calls Change
+$40.1M
Name Holding Trade Value Shares
Change
Shares
Change %
MHR
976
Matthew Hamilton Rosenberg
$96.6K +$14.5K +279 +18%
PWMG
977
Prestige Wealth Management Group
New Jersey
$96.1K
AP
978
Arlington Partners
Alabama
$95.8K +$95.8K +1,840 New
SAM
979
Smartleaf Asset Management
Massachusetts
$94.7K +$94.7K +1,815 New
TPCW
980
TD Private Client Wealth
New York
$93.7K +$50.6K +973 +118%
MPWT
981
MassMutual Private Wealth & Trust
Connecticut
$91.7K +$25.5K +489 +38%
PFSC
982
Peoples Financial Services Corp
Pennsylvania
$89.8K -$20.8K -400 -19%
HCP
983
Hexagon Capital Partners
Arkansas
$89.4K +$20.5K +393 +30%
UCB
984
United Community Bank
South Carolina
$85.1K
LTI
985
Laffer Tengler Investments
Tennessee
$84.3K
BHWM
986
Bay Harbor Wealth Management
Maryland
$83.7K
SRCM
987
Signature Resources Capital Management
California
$83.3K +$83.3K +1,600 New
HDIM
988
Hanson & Doremus Investment Management
Vermont
$83K
MCM
989
MV Capital Management
Maryland
$82.2K +$2.19K +42 +3%
BWM
990
BKM Wealth Management
Wisconsin
$81.5K +$81.5K +1,565 New
FCA
991
FinTrust Capital Advisors
South Carolina
$80.5K
LS
992
Livforsakringsbolaget Skandia
Sweden
$80.1K +$39K +750 +95%
FWM
993
Focused Wealth Management
New York
$75.7K +$364 +7 +0.5%
AA
994
Ancora Advisors
Ohio
$75.5K
CAS
995
Coppell Advisory Solutions
Texas
$72.1K +$20.1K +387 +39%
TCWA
996
Turtle Creek Wealth Advisors
Texas
$71.8K +$71.8K +1,379 New
TF
997
Tompkins Financial
New York
$71K +$64.5K +1,240 +992%
AF
998
Arrow Financial
New York
$70.3K
AWM
999
AllSquare Wealth Management
New York
$70.3K
TC
1000
Trust Company
Kansas
$70.1K -$32.3K -621 -32%