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Bank of New York Mellon

1,119 hedge funds and large institutions have $29.9B invested in Bank of New York Mellon in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 434 increasing their positions, 364 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
+7
Holders Change %
+0.63%
% of All Funds
17.91%
Holding in Top 10
12
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-42.86%
% of All Funds
0.19%
New
118
Increased
434
Reduced
364
Closed
87
Calls
$171M
Puts
$228M
Net Calls
-$57.1M
Net Calls Change
-$46.3M
Name Holding Trade Value Shares
Change
Shares
Change %
GM
1026
GeoWealth Management
Illinois
$22K -$3.44K -76 -14%
JWM
1027
Janiczek Wealth Management
Colorado
$21.7K
VLKIM
1028
Van Lanschot Kempen Investment Management
Netherlands
$20.2K +$20.2K +444 New
BONH
1029
Bank of New Hampshire
New Hampshire
$20.1K
SWA
1030
SOA Wealth Advisors
New York
$19.4K +$136 +3 +0.7%
BIA
1031
Bell Investment Advisors
California
$19.4K -$818 -18 -4%
LFG
1032
Larson Financial Group
Missouri
$19.2K
HIA
1033
Harbor Investment Advisory
Maryland
$18.6K -$7.73K -170 -29%
KLWA
1034
Kelly Lawrence W & Associates
California
$18.2K
WWP
1035
WR Wealth Planners
Missouri
$18K +$18K +397 New
FSWA
1036
Financial Synergies Wealth Advisors
Texas
$17.7K +$17.7K +390 New
ACA
1037
Atlas Capital Advisors
Wyoming
$17.4K
TF
1038
Tompkins Financial
New York
$16.3K -$38.9K -857 -70%
AP
1039
Atwood & Palmer
Missouri
$16.1K
CMA
1040
Cedar Mountain Advisors
Oregon
$16.1K +$1.86K +41 +13%
GI
1041
Gradient Investments
Minnesota
$16K +$91 +2 +0.6%
PP
1042
PrairieView Partners
Minnesota
$16K -$2.07K -46 -11%
SWA
1043
Sutton Wealth Advisors
Florida
$15.9K -$165K -3,630 -91%
VCM
1044
Versant Capital Management
Arizona
$15.4K +$408 +9 +3%
PGAM
1045
Princeton Global Asset Management
New Jersey
$15.3K
CAC
1046
Certified Advisory Corp
Florida
$15.3K +$15.3K +337 New
CNBTD
1047
Citizens National Bank Trust Department
Mississippi
$14.9K
SIC
1048
Salem Investment Counselors
North Carolina
$14.9K
RCG
1049
Rock Creek Group
District of Columbia
$14.7K -$1.86K -41 -11%
PSB
1050
Piscataqua Savings Bank
New Hampshire
$14.5K