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Bank of New York Mellon

1,276 hedge funds and large institutions have $43.3B invested in Bank of New York Mellon in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 427 increasing their positions, 475 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,276
Holders Change
+36
Holders Change %
+2.9%
% of All Funds
18.46%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.29%
New
137
Increased
427
Reduced
475
Closed
85
Calls
$294M
Puts
$186M
Net Calls
+$108M
Net Calls Change
+$67.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
1076
Larson Financial Group
Missouri
$150K +$10.9K +151 +8%
CT
1077
Colonial Trust
South Carolina
$148K +$862 +12 +0.6%
KWAG
1078
Kiely Wealth Advisory Group
North Carolina
$148K
GEA
1079
Glen Eagle Advisors
New Jersey
$147K +$7.33K +102 +5%
PCTC
1080
Perkins Coie Trust Company
Washington
$145K
MHR
1081
Matthew Hamilton Rosenberg
$144K +$26.9K +374 +23%
GITFIT
1082
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$144K
BL
1083
Bleichroeder LP
New York
$144K
MFC
1084
Mechanics Financial Corp
Ohio
$144K
HCP
1085
Hexagon Capital Partners
Arkansas
$141K +$14.5K +202 +11%
CTC
1086
Cetera Trust Company
Minnesota
$139K
IRC
1087
Investors Research Corp
Georgia
$136K -$52.8K -735 -28%
AssetMark Inc
1088
AssetMark Inc
California
$134K +$52.7K +734 +65%
PWMG
1089
Prestige Wealth Management Group
New Jersey
$133K
EWM
1090
Evermay Wealth Management
Virginia
$129K
GWSG
1091
GPS Wealth Strategies Group
Colorado
$125K +$7.19K +100 +6%
AA
1092
AlphaCentric Advisors
Puerto Rico
$123K -$3.95K -55 -3%
KB
1093
Kimelman & Baird
New York
$122K
RP
1094
Rowlandmiller & Partners
Georgia
$121K
AGWCA
1095
Annis Gardner Whiting Capital Advisors
Florida
$119K -$97.6K -1,358 -45%
HDIM
1096
Hanson & Doremus Investment Management
Vermont
$115K
SRCM
1097
Signature Resources Capital Management
California
$115K
BHWM
1098
Bay Harbor Wealth Management
Maryland
$110K -$4.24K -59 -4%
HWM
1099
Hemington Wealth Management
Virginia
$106K +$106K +1,409 New
CA
1100
CoreCap Advisors
Michigan
$101K +$101K +1,409 New