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Bank of New York Mellon

1,112 hedge funds and large institutions have $31B invested in Bank of New York Mellon in 2022 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 371 increasing their positions, 373 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
+89
Holders Change %
+8.7%
% of All Funds
17.94%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.34%
New
173
Increased
371
Reduced
373
Closed
65
Calls
$148M
Puts
$159M
Net Calls
-$10.7M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
1051
Endurance Wealth Management
Rhode Island
$14K
TFGT
1052
TS Financial Group (TSFG)
Illinois
$14K
AF
1053
Affiance Financial
Minnesota
$13.8K +$13.8K +304 New
EARNEST Partners
1054
EARNEST Partners
Georgia
$13.6K
QL
1055
Quarry LP
New York
$13.6K +$13.6K +299 New
SC
1056
SouthState Corp
Florida
$13.5K
CAL
1057
Capital Advisors Ltd
Ohio
$13K -$925 -21 -7%
PP
1058
PFS Partners
New Jersey
$12.9K
MIM
1059
Macroview Investment Management
Maryland
$11.7K +$11.7K +257 New
RTL
1060
Red Tortoise LLC
Georgia
$10.7K +$10.7K +235 New
BWL
1061
Bogart Wealth LLC
Virginia
$10.5K
ADL
1062
Asset Dedication LLC
California
$10K
HGERS
1063
Householder Group Estate & Retirement Specialist
Arizona
$10K
Fuller & Thaler Asset Management
1064
Fuller & Thaler Asset Management
California
$10K +$10K +225 New
LF
1065
Lee Financial
Texas
$9.61K
CAC
1066
Core Alternative Capital
Georgia
$9.33K
PB
1067
Pinnacle Bancorp
Nebraska
$9K
HWMA
1068
Heritage Wealth Management (Arizona)
Arizona
$8.92K +$5.92K +130 +197%
BAAM
1069
Baker Avenue Asset Management
California
$8.65K +$8.65K +190 New
SC
1070
Schubert & Co
Texas
$8.47K -$46 -1 -0.5%
LIA
1071
Luken Investment Analytics
Tennessee
$8.38K +$8.38K +184 New
Jones Financial Companies
1072
Jones Financial Companies
Missouri
$8K +$8K +168 New
TIM
1073
Tortoise Investment Management
New York
$7.97K
CTA
1074
Colonial Trust Advisors
South Carolina
$7.83K +$7.83K +172 New
TH
1075
TCTC Holdings
Texas
$7.6K