BK icon

Bank of New York Mellon

1,047 hedge funds and large institutions have $28.1B invested in Bank of New York Mellon in 2022 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 397 increasing their positions, 361 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,047
Holders Change
-89
Holders Change %
-7.83%
% of All Funds
17.7%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
68
Increased
397
Reduced
361
Closed
140
Calls
$87.2M
Puts
$144M
Net Calls
-$56.9M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
1026
Tucker Asset Management
Colorado
$2.92K
HWMA
1027
Heritage Wealth Management (Arizona)
Arizona
$2.75K
DI
1028
Disciplined Investments
Oklahoma
$2K -$3.3K -71 -62%
JFGIW
1029
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K
BC
1030
Burleson & Co
California
$2K +$2K +39 New
SFG
1031
Steward Financial Group
Texas
$2K +$2K +54 New
LSA
1032
Lansing Street Advisors
Pennsylvania
$1K -$135K -3,109 -99%
CAC
1033
Certified Advisory Corp
Florida
$1K -$7.68K -261 -88%
MFT
1034
Moisand Fitzgerald Tamayo
Florida
$1K -$1K -21 -50%
BWM
1035
BerganKDV Wealth Management
Minnesota
$1K
CHA
1036
Carmichael Hill & Associates
Maryland
$1K
GWMIA
1037
Global Wealth Management Investment Advisory
Florida
$1K
MA
1038
Montag & Associates
Georgia
$1K
S
1039
Surevest
California
$1K
CA
1040
Centerpoint Advisors
Massachusetts
$1K
TWP
1041
TFO Wealth Partners
Ohio
$1K +$1K +15 New
KFS
1042
Kelly Financial Services
Massachusetts
$605
WIM
1043
Westside Investment Management
California
$9
HF
1044
HRT Financial
New York
-$46.2M -930,225 Closed
Citadel Advisors
1045
Citadel Advisors
Florida
-$41.1M -827,653 Closed
GC
1046
Gillson Capital
Illinois
-$36.1M -726,613 Closed
PCM
1047
Prana Capital Management
Connecticut
-$34.2M -689,615 Closed
SFM
1048
Stack Financial Management
Montana
-$31.4M -632,488 Closed
TC
1049
TwinBeech Capital
New York
-$23.6M -474,650 Closed
E
1050
Ergoteles
New York
-$18.7M -377,719 Closed