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Bank of New York Mellon

1,243 hedge funds and large institutions have $36.1B invested in Bank of New York Mellon in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 404 increasing their positions, 461 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,243
Holders Change
+86
Holders Change %
+7.43%
% of All Funds
18.02%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
162
Increased
404
Reduced
461
Closed
62
Calls
$227M
Puts
$161M
Net Calls
+$66.3M
Net Calls Change
-$3.7M
Name Holding Trade Value Shares
Change
Shares
Change %
BFPW
1076
BOK Financial Private Wealth
Colorado
$73.6K +$28.8K +500 +64%
CFO
1077
CVA Family Office
Colorado
$73.6K +$519 +9 +0.7%
DA
1078
Denali Advisors
California
$71.2K +$173 +3 +0.2%
LWANC
1079
Laurel Wealth Advisors (North Carolina)
North Carolina
$70.5K
PCFFS
1080
Pacific Center for Financial Services
California
$70.4K
LWCFA
1081
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$69.6K +$6.69K +117 +11%
GBT
1082
Grove Bank & Trust
Florida
$69.1K -$3.8K -66 -5%
AWM
1083
AllSquare Wealth Management
New York
$69.1K -$8.7K -151 -11%
CCM
1084
Chilton Capital Management
Texas
$66.8K
GWP
1085
Gen-Wealth Partners
Michigan
$66K +$66K +1,145 New
NF
1086
Norwood Financial
Pennsylvania
$64.1K -$2.88K -50 -4%
CT
1087
Cambridge Trust
Massachusetts
$63.4K
GCM
1088
Gables Capital Management
Florida
$63.4K
DPW
1089
DiNuzzo Private Wealth
Pennsylvania
$62.5K +$40.7K +707 +188%
LFA
1090
Legend Financial Advisors
Pennsylvania
$59.7K
CB
1091
Community Bank
New York
$59.1K +$7.2K +125 +14%
MFG
1092
Mendota Financial Group
Wisconsin
$58.1K -$11K -191 -16%
FCT
1093
First Community Trust
Iowa
$57.6K
EWA
1094
EverSource Wealth Advisors
Alabama
$56.9K +$1.36K +24 +2%
GFPC
1095
Global Financial Private Client
Florida
$55.9K
ETC
1096
Exchange Traded Concepts
Oklahoma
$54.5K -$1.88M -32,583 -97%
SS
1097
Sunbelt Securities
Texas
$51.5K +$230 +4 +0.4%
AA
1098
Addison Advisors
Vermont
$50.6K
FF
1099
Friedenthal Financial
New Jersey
$49.4K +$49.4K +857 New
PK
1100
Pflug Koory
Nebraska
$49K