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Bank of New York Mellon

1,276 hedge funds and large institutions have $43.3B invested in Bank of New York Mellon in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 427 increasing their positions, 475 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,276
Holders Change
+36
Holders Change %
+2.9%
% of All Funds
18.46%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.29%
New
137
Increased
427
Reduced
475
Closed
85
Calls
$294M
Puts
$186M
Net Calls
+$108M
Net Calls Change
+$67.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WCP
976
Welch Capital Partners
New York
$266K
VIA
977
Virtus Investment Advisers
Connecticut
$266K +$266K +3,700 New
MHC
978
Meyer Handelman Company
New York
$266K
BBA
979
Baader Bank Aktiengesellschaft
Germany
$263K
TIA
980
Tiemann Investment Advisors
California
$262K -$28.7K -400 -10%
IA
981
IFP Advisors
Florida
$262K -$463K -6,441 -64%
KC
982
Kingfisher Capital
North Carolina
$262K +$1.08K +15 +0.4%
SDWMA
983
Schneider Downs Wealth Management Advisors
Pennsylvania
$261K
TPCM
984
Templeton & Phillips Capital Management
Tennessee
$259K
IAN
985
Integrated Advisors Network
Texas
$259K -$45.1K -628 -15%
PCM
986
Penserra Capital Management
California
$258K +$3K +42 +1%
FCP
987
Fidelis Capital Partners
Florida
$258K +$4.28K +56 +2%
CTC
988
Central Trust Company
Missouri
$257K +$8.34K +116 +3%
BTW
989
Boston Trust Walden
Massachusetts
$257K
RCG
990
Regatta Capital Group
California
$254K +$3.38K +47 +1%
EWA
991
Exencial Wealth Advisors
Oklahoma
$254K +$254K +3,533 New
HI
992
Hudock Inc
Pennsylvania
$253K -$62K -863 -20%
SW
993
Simplicity Wealth
New Jersey
$253K -$467K -6,498 -65%
AI
994
Accredited Investors
Minnesota
$252K -$144K -2,000 -36%
FBT
995
First Bank & Trust
South Dakota
$246K
APW
996
Austin Private Wealth
Texas
$246K -$9.77K -136 -4%
NL
997
NWAM LLC
Washington
$245K +$245K +3,414 New
AFG
998
Argent Financial Group
Louisiana
$245K +$245K +3,406 New
MIM
999
Marco Investment Management
Georgia
$244K +$244K +3,400 New
DWM
1000
Drive Wealth Management
Utah
$244K +$244K +3,399 New