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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 %
Loomis, Sayles & Company
1076
Loomis, Sayles & Company
Massachusetts
$13K +$13K +256 New
PH
1077
Pinnacle Holdings
Oklahoma
$12.5K +$12.5K +251 New
DBG
1078
De Burlo Group
Massachusetts
$12.4K +$12.4K +250 New
SIC
1079
Salem Investment Counselors
North Carolina
$12K -$1.11M -23,058 -99%
FPS
1080
Fieldpoint Private Securities
Connecticut
$11K -$13.8K -270 -56%
MPWT
1081
MassMutual Private Wealth & Trust
Connecticut
$11K -$50 -1 -0.5%
ADL
1082
Asset Dedication LLC
California
$11K
BWL
1083
Bogart Wealth LLC
Virginia
$11K
SPWM
1084
Spartan Planning & Wealth Management
North Carolina
$11K +$11K +212 New
BFG
1085
Baron Financial Group
New Jersey
$10.3K
RCG
1086
Rock Creek Group
District of Columbia
$10K -$7.33K -143 -42%
LFG
1087
Larson Financial Group
Missouri
$10K
HFA
1088
HC Financial Advisors
California
$10K
LF
1089
Lee Financial
Texas
$10K
VRM
1090
Vectors Research Management
New York
$10K
CFD
1091
Creative Financial Designs
Indiana
$10K +$2.43K +51 +32%
SC
1092
Siena Capital
Ohio
$10K +$10K +200 New
PB
1093
Pinnacle Bancorp
Nebraska
$9K
TIM
1094
Tortoise Investment Management
New York
$9K
TCM
1095
Tradewinds Capital Management
Washington
$9K
TIM
1096
Tevis Investment Management
Texas
$8K
TH
1097
TCTC Holdings
Texas
$8K +$8K +167 New
SMG
1098
Spectrum Management Group
Indiana
$8K +$8K +167 New
HCP
1099
Hexagon Capital Partners
Arkansas
$7K
IBOK
1100
Independence Bank of Kentucky
Kentucky
$7K