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Bank of New York Mellon

1,071 hedge funds and large institutions have $41.1B invested in Bank of New York Mellon in 2019 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 295 increasing their positions, 453 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
+35
Holders Change %
+3.38%
% of All Funds
23.22%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.48%
New
110
Increased
295
Reduced
453
Closed
61
Calls
$133M
Puts
$140M
Net Calls
-$6.64M
Net Calls Change
+$81.4M
Name Holding Trade Value Shares
Change
Shares
Change %
QCIG
1001
Quad-Cities Investment Group
Iowa
$20K -$29.8K -598 -60%
BBA
1002
Braun-Bostich & Associates
Pennsylvania
$20K
KLWA
1003
Kelly Lawrence W & Associates
California
$20K
SIM
1004
Sonora Investment Management
Arizona
$20K
TL
1005
TrueWealth LLC
Georgia
$20K
TF
1006
Tompkins Financial
New York
$19K
FCFS
1007
First Command Financial Services
Texas
$18K -$4.41K -88 -20%
FCB
1008
First Command Bank
Texas
$18K -$4.41K -88 -20%
SNT
1009
Security National Trust
West Virginia
$18K +$10.3K +200 +133%
RA
1010
Rational Advisors
New York
$16K +$845 +17 +6%
OFS
1011
Orrstown Financial Services
Pennsylvania
$15K -$15K -300 -50%
MSFP
1012
Mark Sheptoff Financial Planning
Connecticut
$15K
SHJ
1013
Sharkey, Howes & Javer
Colorado
$15K
AIM
1014
Advantage Investment Management
Iowa
$15K
GSWM
1015
Golden State Wealth Management
California
$15K +$15K +296 New
ADL
1016
Asset Dedication LLC
California
$14K
AWM
1017
Avior Wealth Management
Nebraska
$14K
CA
1018
Centerpoint Advisors
Massachusetts
$14K +$14K +276 New
LB
1019
Legacy Bridge
Iowa
$14K +$14K +280 New
SCM
1020
Shelton Capital Management
Colorado
$13.7K -$461K -23,252 -97%
LA
1021
Legacy Advisors
Pennsylvania
$13K +$13K +250 New
SFSIG
1022
San Francisco Sentry Investment Group
California
$12K
PWM
1023
PRW Wealth Management
Massachusetts
$12K
TFS
1024
TrustCore Financial Services
Tennessee
$11K
IBOK
1025
Independence Bank of Kentucky
Kentucky
$11K