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Bank of New York Mellon

1,112 hedge funds and large institutions have $31B invested in Bank of New York Mellon in 2022 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 371 increasing their positions, 373 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
+89
Holders Change %
+8.7%
% of All Funds
17.94%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.34%
New
173
Increased
371
Reduced
373
Closed
65
Calls
$148M
Puts
$159M
Net Calls
-$10.7M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BG
1001
Bollard Group
Massachusetts
$33K +$136 +3 +0.4%
CPG
1002
Cornerstone Planning Group
New Jersey
$33K +$33K +674 New
WPA
1003
West Paces Advisors
Georgia
$32.2K
ETH
1004
Exos TFP Holdings
New York
$31.6K +$31.6K +695 New
HFM
1005
Harvest Fund Management
China
$31K
HWA
1006
HHM Wealth Advisors
Tennessee
$30.5K
BSWA
1007
Bromfield Sneider Wealth Advisors
Massachusetts
$30.3K
WA
1008
Win Advisors
Florida
$29.5K +$3.28K +72 +13%
ZB
1009
Zions Bancorporation
Utah
$29.3K -$21.3K -468 -42%
MFA
1010
McClarren Financial Advisors
Pennsylvania
$28K +$88 +2 +0.3%
OC
1011
Oakworth Capital
Alabama
$27.8K -$75.1K -1,650 -73%
AssetMark Inc
1012
AssetMark Inc
California
$27.4K -$6.83K -150 -20%
HIA
1013
Harbor Investment Advisory
Maryland
$26.4K
MPWT
1014
MassMutual Private Wealth & Trust
Connecticut
$26K +$3.02K +66 +13%
GM
1015
GeoWealth Management
Illinois
$25K -$3.34K -75 -12%
WT
1016
Washington Trust
Rhode Island
$24.9K
FWA
1017
FSC Wealth Advisors
New York
$24.7K
BWA
1018
BDO Wealth Advisors
Florida
$24.3K
CH
1019
Canton Hathaway
Rhode Island
$24K
ACM
1020
AUA Capital Management
Pennsylvania
$23.9K
TC
1021
Tacita Capital
Ontario, Canada
$23K
MSFP
1022
Mark Sheptoff Financial Planning
Connecticut
$22.8K
SN
1023
Sittner & Nelson
Oregon
$22.8K +$22.8K +500 New
JWM
1024
Janiczek Wealth Management
Colorado
$22.5K -$5.64K -117 -20%
EC
1025
Elequin Capital
New York
$21.8K +$21.8K +478 New