BK icon

Bank of New York Mellon

1,276 hedge funds and large institutions have $43.3B invested in Bank of New York Mellon in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 427 increasing their positions, 475 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,276
Holders Change
+36
Holders Change %
+2.9%
% of All Funds
18.46%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.29%
New
137
Increased
427
Reduced
475
Closed
85
Calls
$294M
Puts
$186M
Net Calls
+$108M
Net Calls Change
+$67.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
1026
Sage Capital Management
New Jersey
$221K +$221K +3,079 New
CIAS
1027
CFS Investment Advisory Services
New Jersey
$221K +$221K +3,071 New
LAM
1028
L2 Asset Management
Massachusetts
$219K +$219K +3,053 New
GVAG
1029
Great Valley Advisor Group
Delaware
$219K +$219K +3,046 New
OL
1030
Optas LLC
Texas
$218K +$218K +3,038 New
CM
1031
Columbus Macro
Pennsylvania
$217K +$217K +2,981 New
NSIM
1032
North Star Investment Management
Illinois
$217K
CJL
1033
Cyrus J. Lawrence
New York
$217K
OLA
1034
Oliver Luxxe Assets
New Jersey
$217K -$54.3K -755 -20%
PP
1035
PDS Planning
Ohio
$217K +$217K +3,013 New
MFG
1036
Merit Financial Group
Georgia
$216K -$134K -1,866 -38%
OAM
1037
Oberweis Asset Management
Illinois
$216K +$216K +3,003 New
APA
1038
Astoria Portfolio Advisors
New York
$215K +$215K +2,896 New
DFS
1039
Dixon Fnancial Services
California
$212K +$212K +2,951 New
MC
1040
Matisse Capital
Oregon
$211K +$211K +2,940 New
HCM
1041
Hengehold Capital Management
Ohio
$211K +$211K +2,939 New
CCT
1042
Chemung Canal Trust
New York
$208K +$208K +2,894 New
WP
1043
WealthShield Partners
North Carolina
$206K +$206K +2,866 New
QWP
1044
Quotient Wealth Partners
Texas
$205K +$205K +2,858 New
AA
1045
Advisory Alpha
Michigan
$204K +$204K +2,838 New
LW
1046
Linscomb Wealth
Texas
$204K +$204K +2,837 New
CW
1047
CIC Wealth
Maryland
$203K +$203K +2,831 New
VAM
1048
Verity Asset Management
North Carolina
$203K -$65.9K -917 -25%
MW
1049
Maia Wealth
Colorado
$202K +$202K +2,646 New
SMA
1050
Seven Mile Advisory
New Jersey
$201K +$201K +2,800 New