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Bank of New York Mellon

1,005 hedge funds and large institutions have $31.7B invested in Bank of New York Mellon in 2020 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 316 increasing their positions, 349 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,005
Holders Change
+91
Holders Change %
+9.96%
% of All Funds
17.83%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.34%
New
172
Increased
316
Reduced
349
Closed
70
Calls
$98.7M
Puts
$127M
Net Calls
-$28.2M
Net Calls Change
-$5.11M
Name Holding Trade Value Shares
Change
Shares
Change %
NIM
1051
NuWave Investment Management
New Jersey
-$213K -6,204 Closed
UB
1052
UMB Bank
Missouri
-$210K -5,424 Closed
JWM
1053
Jeppson Wealth Management
California
-$99K -2,880 Closed
FFA
1054
Founders Financial Alliance
North Carolina
-$101K -2,722 Closed
SXL
1055
Summit X LLC
Missouri
-$996 -2,701 Closed
CHAM
1056
Clear Harbor Asset Management
Connecticut
-$83.8K -2,439 Closed
NNP
1057
Nachman Norwood & Parrott
South Carolina
-$79K -2,308 Closed
HCA
1058
Horan Capital Advisors
Ohio
-$74K -2,147 Closed
CMBA
1059
C.M. Bidwell & Associates
Hawaii
-$50K -1,455 Closed
FHA
1060
Flagship Harbor Advisors
Massachusetts
-$41K -1,208 Closed
SIM
1061
Sentry Investment Management
Wisconsin
-$38K -1,094 Closed
CSPIA
1062
Cary Street Partners Investment Advisory
Virginia
-$28K -818 Closed
RA
1063
Rational Advisors
New York
-$17K -492 Closed
KLWA
1064
Kelly Lawrence W & Associates
California
-$14K -400 Closed
MSFP
1065
Mark Sheptoff Financial Planning
Connecticut
-$10K -300 Closed
PFS
1066
Prospera Financial Services
Texas
-$8K -238 Closed
SQA
1067
Simon Quick Advisors
New Jersey
-$4K -126 Closed
CA
1068
Crewe Advisors
Utah
-$4K -107 Closed
PFWA
1069
Paces Ferry Wealth Advisors
Georgia
-$2K -65 Closed
WCG
1070
Weaver Consulting Group
California
-$2K -60 Closed
HWM
1071
HighMark Wealth Management
Minnesota
-$2K -45 Closed
FMP
1072
Financial Management Professionals
Texas
-$1K -38 Closed
AWM
1073
Avior Wealth Management
Nebraska
-$1K -34 Closed
CAM
1074
CenterStar Asset Management
Illinois
-$96K