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Bank of New York Mellon

1,240 hedge funds and large institutions have $37.5B invested in Bank of New York Mellon in 2024 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 446 increasing their positions, 448 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,240
Holders Change
-3
Holders Change %
-0.24%
% of All Funds
18.04%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.32%
New
104
Increased
446
Reduced
448
Closed
90
Calls
$205M
Puts
$164M
Net Calls
+$40.9M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Shares
Change %
AAP
1101
Arax Advisory Partners
Colorado
$41.7K +$41.7K +697 New
CIA
1102
Cape Investment Advisory
Georgia
$40.5K +$4.67K +78 +13%
TFF
1103
The Family Firm
Maryland
$40.2K +$40.2K +672 New
HWA
1104
HHM Wealth Advisors
Tennessee
$40.1K
SS
1105
Sunbelt Securities
Texas
$40.1K -$13.4K -224 -25%
CBT
1106
Central Bank & Trust
Kentucky
$39.5K
ATC
1107
Adirondack Trust Company
New York
$37.2K
OIA
1108
Optimum Investment Advisors
Illinois
$35.9K
HFM
1109
Hartford Financial Management
Connecticut
$34.6K -$5.03K -84 -13%
FCA
1110
FinTrust Capital Advisors
South Carolina
$34.3K -$94.4K -1,577 -73%
BBHC
1111
Brown Brothers Harriman & Co
New York
$33.5K -$5.45K -91 -14%
KSWA
1112
Kathleen S. Wright Associates
Pennsylvania
$32.9K
FCAS
1113
First Command Advisory Services
Texas
$32.8K
SSB
1114
Sandy Spring Bank
Maryland
$32.6K -$17.1K -285 -34%
FWA
1115
FSC Wealth Advisors
New York
$32.5K
CT
1116
Clearstead Trust
Maine
$32.4K +$32.4K +541 New
AEPWM
1117
Atlantic Edge Private Wealth Management
Florida
$31.9K
RWMG
1118
Redwood Wealth Management Group
New Jersey
$30.2K +$30.2K +505 New
GBT
1119
Grove Bank & Trust
Florida
$29.9K -$41.9K -700 -58%
MSFP
1120
Mark Sheptoff Financial Planning
Connecticut
$29.9K
SGC
1121
Slocum, Gordon & Co
Rhode Island
$29.9K
OW
1122
Olistico Wealth
Oklahoma
$29.9K +$29.9K +500 New
WIA
1123
Wetzel Investment Advisors
Indiana
$29.4K
FPB
1124
First PREMIER Bank
South Dakota
$29K -$11.5K -188 -28%
RFG
1125
REAP Financial Group
Texas
$27.9K -$1.02K -17 -4%