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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 %
SC
1076
Schubert & Co
Texas
$8.09K -$364 -8 -4%
TIM
1077
Tortoise Investment Management
New York
$7.95K
TH
1078
TCTC Holdings
Texas
$7.59K
GTAM
1079
Global Trust Asset Management
Florida
$7.47K
TWD
1080
True Wealth Design
Ohio
$7.32K +$7.32K +161 New
SWM
1081
Sugarloaf Wealth Management
Georgia
$7.09K
IBOK
1082
Independence Bank of Kentucky
Kentucky
$6.82K
ADL
1083
Asset Dedication LLC
California
$6K -$4.26K -93 -42%
CTA
1084
Colonial Trust Advisors
South Carolina
$5.95K -$1.86K -41 -24%
Jones Financial Companies
1085
Jones Financial Companies
Missouri
$5.68K -$1.95K -43 -26%
AA
1086
Addison Advisors
Vermont
$5.68K
NSG
1087
Nalls Sherbakoff Group
Tennessee
$5.3K +$5.3K +118 New
NC
1088
NewSquare Capital
Pennsylvania
$5.23K +$5.23K +115 New
MTIC
1089
Missouri Trust & Investment Company
Missouri
$5.04K
IGWM
1090
ICA Group Wealth Management
Colorado
$5K -$63.7K -1,403 -93%
LSA
1091
Lansing Street Advisors
Pennsylvania
$4.93K +$45 +1 +0.9%
SSC
1092
Syverson Strege & Co
Iowa
$4.73K +$4.73K +104 New
KFI
1093
Key Financial Inc
Pennsylvania
$4.54K
MA
1094
MCF Advisors
Kentucky
$4.36K -$86.9K -1,913 -95%
CWC
1095
Carolinas Wealth Consulting
North Carolina
$4.18K
AWM
1096
Abound Wealth Management
Tennessee
$3.92K
SIC
1097
SJS Investment Consulting
Ohio
$3.76K +$136 +3 +4%
JGIA
1098
Jackson Grant Investment Advisers
Connecticut
$3.54K +$3.54K +78 New
BCPWM
1099
Bradley & Co Private Wealth Management
Florida
$3.23K
DI
1100
Disciplined Investments
Oklahoma
$3K +$409 +9 +16%