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Bank of New York Mellon

1,136 hedge funds and large institutions have $33.5B invested in Bank of New York Mellon in 2022 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 402 increasing their positions, 387 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
-10
Holders Change %
-0.87%
% of All Funds
17.98%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
119
Increased
402
Reduced
387
Closed
111
Calls
$103M
Puts
$150M
Net Calls
-$46.8M
Net Calls Change
+$61.2M
Name Holding Trade Value Shares
Change
Shares
Change %
KLWA
1051
Kelly Lawrence W & Associates
California
$20K
PP
1052
PrairieView Partners
Minnesota
$20K
WA
1053
Win Advisors
Florida
$19K +$19K +391 New
SWM
1054
Sugarloaf Wealth Management
Georgia
$18K
GAM
1055
Gemmer Asset Management
California
$18K +$542 +11 +3%
EWA
1056
EverSource Wealth Advisors
Alabama
$18K +$3.4K +69 +23%
WBC
1057
West Branch Capital
Massachusetts
$18K +$8.87K +175 +97%
ACA
1058
Atlas Capital Advisors
Wyoming
$17.9K
PGAM
1059
Princeton Global Asset Management
New Jersey
$17K
AA
1060
Addison Advisors
Vermont
$17K +$17K +350 New
EWM
1061
Endurance Wealth Management
Rhode Island
$16K
CMA
1062
Cedar Mountain Advisors
Oregon
$16K
MUMSS
1063
Mitsubishi UFJ Morgan Stanley Securities
Japan
$16K +$16K +320 New
TFO
1064
Tarbox Family Office
California
$15K -$3.25K -65 -18%
SC
1065
SouthState Corp
Florida
$15K -$1.16K -23 -7%
EARNEST Partners
1066
EARNEST Partners
Georgia
$15K
AAP
1067
Arax Advisory Partners
Colorado
$15K
CCA
1068
Column Capital Advisors
Indiana
$15K
VCM
1069
Versant Capital Management
Arizona
$15K
CAC
1070
Certified Advisory Corp
Florida
$15K +$15K +295 New
HBW
1071
Hazlett, Burt & Watson
West Virginia
$15K +$15K +298 New
ACM
1072
Aquatic Capital Management
Illinois
$15K +$15K +300 New
PP
1073
PFS Partners
New Jersey
$14K
SIS
1074
Sound Income Strategies
Florida
$14K
HFS
1075
HBC Financial Services
Washington
$13K +$84 +2 +0.6%