BK icon

Bank of New York Mellon

1,157 hedge funds and large institutions have $33.8B invested in Bank of New York Mellon in 2023 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 361 increasing their positions, 428 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,157
Holders Change
+82
Holders Change %
+7.63%
% of All Funds
16.96%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
177
Increased
361
Reduced
428
Closed
78
Calls
$234M
Puts
$164M
Net Calls
+$70M
Net Calls Change
+$40.1M
Name Holding Trade Value Shares
Change
Shares
Change %
LIA
1101
Luken Investment Analytics
Tennessee
$9.58K
TIM
1102
Tortoise Investment Management
New York
$9.11K
DAC
1103
Dividend Assets Capital
South Carolina
$9K
RTL
1104
Red Tortoise LLC
Georgia
$8.69K -$3.02K -58 -26%
TH
1105
TCTC Holdings
Texas
$8.69K
GTAM
1106
Global Trust Asset Management
Florida
$8.56K
SWM
1107
Sugarloaf Wealth Management
Georgia
$8.12K
FFO
1108
Fortitude Family Office
Arizona
$8.12K +$8.12K +156 New
FPFS
1109
First Personal Financial Services
North Carolina
$7.81K
IBOK
1110
Independence Bank of Kentucky
Kentucky
$7.81K
FFL
1111
Financial Freedom LLC
Ohio
$7.29K +$4.06K +78 +126%
IPW
1112
Impact Partnership Wealth
Georgia
$7.05K -$54.2K -1,045 -88%
ADL
1113
Asset Dedication LLC
California
$7K
LF
1114
Lee Financial
Texas
$6.61K +$5.73K +110 +647%
Jones Financial Companies
1115
Jones Financial Companies
Missouri
$6.51K
AWM
1116
Abound Wealth Management
Tennessee
$6.15K +$1.67K +32 +37%
NSG
1117
Nalls Sherbakoff Group
Tennessee
$6.14K
PCMC
1118
Planning Capital Management Corporation
Pennsylvania
$6.04K +$6.04K +116 New
SAG
1119
Spotlight Asset Group
Illinois
$5.97K
MTIC
1120
Missouri Trust & Investment Company
Missouri
$5.78K
KFI
1121
Key Financial Inc
Pennsylvania
$5.21K
GIM
1122
Gold Investment Management
Alberta, Canada
$5.21K +$5.21K +100 New
MA
1123
MCF Advisors
Kentucky
$5K
CTA
1124
Colonial Trust Advisors
South Carolina
$4.63K
SIC
1125
SJS Investment Consulting
Ohio
$4.23K -$52 -1 -1%