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Bank of New York Mellon

1,243 hedge funds and large institutions have $36.1B invested in Bank of New York Mellon in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 404 increasing their positions, 461 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,243
Holders Change
+86
Holders Change %
+7.43%
% of All Funds
18.02%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
162
Increased
404
Reduced
461
Closed
62
Calls
$227M
Puts
$161M
Net Calls
+$66.3M
Net Calls Change
-$3.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SWS
1001
SYSTM Wealth Solutions
Illinois
$194K -$51K -885 -21%
FFA
1002
Farther Finance Advisors
California
$189K +$2.79K +49 +1%
CTC
1003
Central Trust Company
Missouri
$184K +$2.77K +48 +2%
CAL
1004
Capital Analysts LLC
Pennsylvania
$184K
CI Investments Inc
1005
CI Investments Inc
Ontario, Canada
$181K +$59.7K +1,035 +49%
AGWCA
1006
Annis Gardner Whiting Capital Advisors
Florida
$177K +$63.8K +1,108 +56%
NSIM
1007
North Star Investment Management
Illinois
$176K
HTC
1008
Haverford Trust Company
Pennsylvania
$176K +$176K +3,047 New
CJL
1009
Cyrus J. Lawrence
New York
$174K +$174K +3,021 New
CHC
1010
City Holding Co
West Virginia
$174K
TF
1011
Tompkins Financial
New York
$173K +$94.2K +1,635 +120%
CFG
1012
CKW Financial Group
Hawaii
$165K
HT
1013
Headlands Technologies
Illinois
$155K +$155K +2,689 New
IRC
1014
Investors Research Corp
Georgia
$151K
PFBT
1015
Parkside Financial Bank & Trust
Missouri
$150K -$634 -11 -0.4%
WB
1016
Webster Bank
Connecticut
$150K
IAIM
1017
International Assets Investment Management
Florida
$150K +$150K +16,375 New
Fuller & Thaler Asset Management
1018
Fuller & Thaler Asset Management
California
$149K
BIA
1019
Bell Investment Advisors
California
$147K
WSCM
1020
Wellington Shields Capital Management
New York
$144K
SAM
1021
Smartleaf Asset Management
Massachusetts
$144K +$40.7K +715 +39%
WTA
1022
Washington Trust Advisors
Massachusetts
$142K +$1.73K +30 +1%
DMBA
1023
Deseret Mutual Benefit Administrators
Utah
$139K
CWM
1024
Compass Wealth Management
Connecticut
$138K
MIM
1025
Macroview Investment Management
Maryland
$138K