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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 %
CSB
1026
City State Bank
Iowa
$138K +$463 +8 +0.3%
MIM
1027
Meridiem Investment Management
United Kingdom
$138K -$173K -3,000 -56%
EWM
1028
Evermay Wealth Management
Virginia
$133K -$403 -7 -0.3%
DJSG
1029
D.J. St. Germain
Massachusetts
$133K -$59.6K -1,034 -31%
TCM
1030
TD Capital Management
Tennessee
$133K
AA
1031
Alta Advisers
United Kingdom
$133K
EDRH
1032
Edmond de Rothschild Holding
Switzerland
$131K -$50.7K -880 -28%
FCA
1033
FinTrust Capital Advisors
South Carolina
$124K +$34.7K +603 +39%
IFAM
1034
Institutional & Family Asset Management
Colorado
$123K -$10.7K -186 -8%
RMC
1035
Resources Management Corp
Connecticut
$123K
TPCW
1036
TD Private Client Wealth
New York
$121K +$17.3K +301 +17%
NBT
1037
Northwest Bank & Trust
Iowa
$121K
IA
1038
IFP Advisors
Florida
$120K +$8.7K +151 +8%
CT
1039
Colonial Trust
South Carolina
$118K
PCTC
1040
Perkins Coie Trust Company
Washington
$116K
GITFIT
1041
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$115K
BL
1042
Bleichroeder LP
New York
$115K
MFC
1043
Mechanics Financial Corp
Ohio
$115K
CWP
1044
Concord Wealth Partners
Virginia
$112K -$46.2K -801 -29%
GEA
1045
Glen Eagle Advisors
New Jersey
$112K
LB
1046
Legacy Bridge
Iowa
$112K +$1.5K +26 +1%
CTC
1047
Cetera Trust Company
Minnesota
$111K
GWSG
1048
GPS Wealth Strategies Group
Colorado
$111K -$9.8K -170 -8%
KWAG
1049
Kiely Wealth Advisory Group
North Carolina
$109K
PWMG
1050
Prestige Wealth Management Group
New Jersey
$106K