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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 %
Loomis, Sayles & Company
1001
Loomis, Sayles & Company
Massachusetts
$70K +$50.6K +978 +260%
PIM
1002
Plato Investment Management
Australia
$69.7K +$69.7K +1,339 New
CBT
1003
CoreFirst Bank & Trust
Kansas
$68.7K
OC
1004
Oakworth Capital
Alabama
$67.2K -$101K -1,932 -60%
CFO
1005
CVA Family Office
Colorado
$66.1K +$66.1K +1,269 New
GBT
1006
Grove Bank & Trust
Florida
$65.9K -$10.4K -200 -14%
DA
1007
Denali Advisors
California
$64.1K -$361K -6,926 -85%
LWANC
1008
Laurel Wealth Advisors (North Carolina)
North Carolina
$63.7K
PCFFS
1009
Pacific Center for Financial Services
California
$63.6K
MFG
1010
Mendota Financial Group
Wisconsin
$62.4K
LWCFA
1011
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61K
NF
1012
Norwood Financial
Pennsylvania
$60.5K -$7.34K -141 -11%
CCM
1013
Chilton Capital Management
Texas
$60.3K
CT
1014
Cambridge Trust
Massachusetts
$57.3K
GCM
1015
Gables Capital Management
Florida
$57.3K
TFIPS
1016
Towarzystwo Funduszy Inwestycyjnych PZU SA
$57.3K +$57.3K +1,100 New
C
1017
Covestor
United Kingdom
$56K +$27.4K +521 +96%
LFA
1018
Legend Financial Advisors
Pennsylvania
$53.9K
BCM
1019
Bourgeon Capital Management
Connecticut
$52.1K
FCT
1020
First Community Trust
Iowa
$52.1K
SC
1021
Sawyer & Company
Massachusetts
$52K
EWA
1022
EverSource Wealth Advisors
Alabama
$51.1K +$1.25K +24 +3%
GFPC
1023
Global Financial Private Client
Florida
$51.1K
BWM
1024
Baystate Wealth Management
Massachusetts
$51K +$573 +11 +1%
RIM
1025
Rockbridge Investment Management
New York
$50.1K +$50.1K +962 New