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Bank of New York Mellon

1,075 hedge funds and large institutions have $27.3B invested in Bank of New York Mellon in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 379 increasing their positions, 392 reducing their positions, and 67 closing their positions.

Holders
1,075
Holders Change
+3
Holders Change %
+0.28%
% of All Funds
17.14%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
86
Increased
379
Reduced
392
Closed
67
Calls
$169M
Puts
$139M
Net Calls
+$30M
Net Calls Change
-$1.73M
Name Market Value Shares Shares
Change
Shares
Change %
PGAM
1001
Princeton Global Asset Management
New Jersey
$14.5K 340 +2 +0.6%
CAC
1002
Certified Advisory Corp
Florida
$14.4K 337
BTI
1003
Blue Trust Inc
Georgia
$14K 331 +98 +42%
SIC
1004
Salem Investment Counselors
North Carolina
$13.9K 327
PSB
1005
Piscataqua Savings Bank
New Hampshire
$13.6K 319
NECFA
1006
New England Capital Financial Advisors
Connecticut
$13.6K 319 +3 +0.9%
HBW
1007
Hazlett, Burt & Watson
West Virginia
$13K 298
TFGT
1008
TS Financial Group (TSFG)
Illinois
$13K 300
HFS
1009
HBC Financial Services
Washington
$13K 327 +3 +0.9%
CAC
1010
Core Alternative Capital
Georgia
$13K 304 +1 +0.3%
CCA
1011
Column Capital Advisors
Indiana
$12.8K 300
EARNEST Partners
1012
EARNEST Partners
Georgia
$12.8K 299
PP
1013
PFS Partners
New Jersey
$12.1K 283
AGWCA
1014
Annis Gardner Whiting Capital Advisors
Florida
$12.1K 283 +283 New
GKIM
1015
GW&K Investment Management
Massachusetts
$12K 279 +25 +10%
BAAM
1016
Baker Avenue Asset Management
California
$11.8K 277 +78 +39%
PP
1017
PrairieView Partners
Minnesota
$10K 251 -12 -5%
CAL
1018
Capital Advisors Ltd
Ohio
$10K 242
SFG
1019
Steward Financial Group
Texas
$10K 250 +250 New
BWL
1020
Bogart Wealth LLC
Virginia
$9.85K 231
WIM
1021
Westside Investment Management
California
$9.68K 227
Fuller & Thaler Asset Management
1022
Fuller & Thaler Asset Management
California
$9.6K 225
RTL
1023
Red Tortoise LLC
Georgia
$9.6K 225 +5 +2%
HGERS
1024
Householder Group Estate & Retirement Specialist
Arizona
$9.43K 221 +221 New
VWM
1025
Venturi Wealth Management
Texas
$9.34K 219 +219 New