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Bank of New York Mellon

1,146 hedge funds and large institutions have $39.2B invested in Bank of New York Mellon in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 351 increasing their positions, 396 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,146
Holders Change
+100
Holders Change %
+9.56%
% of All Funds
17.7%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.36%
New
170
Increased
351
Reduced
396
Closed
55
Calls
$153M
Puts
$261M
Net Calls
-$108M
Net Calls Change
-$69.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
1076
Gemmer Asset Management
California
$21K
SWM
1077
Sugarloaf Wealth Management
Georgia
$21K
AWA
1078
Amplius Wealth Advisors
Pennsylvania
$21K +$21K +369 New
ACA
1079
Atlas Capital Advisors
Wyoming
$21K
PGAM
1080
Princeton Global Asset Management
New Jersey
$20K
RCG
1081
Rock Creek Group
District of Columbia
$20K +$12.4K +209 +162%
EWM
1082
Endurance Wealth Management
Rhode Island
$18K
CMA
1083
Cedar Mountain Advisors
Oregon
$18K
AAP
1084
Arax Advisory Partners
Colorado
$18K
SC
1085
SouthState Corp
Florida
$18K +$18K +320 New
CCA
1086
Column Capital Advisors
Indiana
$17K
EARNEST Partners
1087
EARNEST Partners
Georgia
$17K
VCM
1088
Versant Capital Management
Arizona
$17K
HFS
1089
HBC Financial Services
Washington
$17K +$55 +1 +0.3%
SIS
1090
Sound Income Strategies
Florida
$17K +$5.11K +86 +43%
EWA
1091
EverSource Wealth Advisors
Alabama
$17K +$17K +296 New
IPW
1092
IronBridge Private Wealth
Texas
$17K +$17K +296 New
PP
1093
PFS Partners
New Jersey
$16.4K +$16.4K +283 New
ADL
1094
Asset Dedication LLC
California
$13K -$6.67K -115 -34%
BWL
1095
Bogart Wealth LLC
Virginia
$13K
MPWT
1096
MassMutual Private Wealth & Trust
Connecticut
$13K +$1.24K +21 +11%
BFG
1097
Baron Financial Group
New Jersey
$12.1K
HFA
1098
HC Financial Advisors
California
$12K
LF
1099
Lee Financial
Texas
$12K
FCB
1100
First Command Bank
Texas
$12K