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Bank of New York Mellon

1,119 hedge funds and large institutions have $29.9B invested in Bank of New York Mellon in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 434 increasing their positions, 364 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
+7
Holders Change %
+0.63%
% of All Funds
17.91%
Holding in Top 10
12
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-42.86%
% of All Funds
0.19%
New
118
Increased
434
Reduced
364
Closed
87
Calls
$171M
Puts
$228M
Net Calls
-$57.1M
Net Calls Change
-$46.3M
Name Holding Trade Value Shares
Change
Shares
Change %
NECFA
1051
New England Capital Financial Advisors
Connecticut
$14.2K +$91 +2 +0.6%
FMP
1052
Financial Management Professionals
Texas
$14K -$133 -3 -0.9%
DAC
1053
Dividend Assets Capital
South Carolina
$14K
TFGT
1054
TS Financial Group (TSFG)
Illinois
$14K
EWM
1055
Endurance Wealth Management
Rhode Island
$14K
HFS
1056
HBC Financial Services
Washington
$14K +$87 +2 +0.6%
PCM
1057
Pointe Capital Management
Michigan
$13.8K +$13.8K +304 New
CCA
1058
Column Capital Advisors
Indiana
$13.6K -$545 -12 -4%
EARNEST Partners
1059
EARNEST Partners
Georgia
$13.6K
PP
1060
PFS Partners
New Jersey
$12.9K
BAAM
1061
Baker Avenue Asset Management
California
$12.4K +$3.77K +83 +44%
NF
1062
Norwood Financial
Pennsylvania
$12.3K -$53.3K -1,173 -81%
CAC
1063
Core Alternative Capital
Georgia
$11.5K +$2.18K +48 +23%
LF
1064
Lee Financial
Texas
$10.8K +$1.23K +27 +13%
BWL
1065
Bogart Wealth LLC
Virginia
$10.5K
WIM
1066
Westside Investment Management
California
$10.3K
Fuller & Thaler Asset Management
1067
Fuller & Thaler Asset Management
California
$10.2K
BWM
1068
BerganKDV Wealth Management
Minnesota
$10.1K +$8.36K +184 +472%
CAL
1069
Capital Advisors Ltd
Ohio
$10K -$2.77K -64 -22%
SFG
1070
Steward Financial Group
Texas
$10K +$5.76K +132 +136%
RTL
1071
Red Tortoise LLC
Georgia
$10K -$682 -15 -6%
TAM
1072
Tucker Asset Management
Colorado
$9.13K +$5.95K +131 +187%
Commonwealth Equity Services
1073
Commonwealth Equity Services
Massachusetts
$8.59K +$141 +3,102 +2%
PB
1074
Pinnacle Bancorp
Nebraska
$8.5K
LIA
1075
Luken Investment Analytics
Tennessee
$8.36K