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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 %
PFSC
1101
Peoples Financial Services Corp
Pennsylvania
$100K -$2.01K -28 -2%
BTI
1102
Blue Trust Inc
Georgia
$100K +$48.9K +817 +95%
Loomis, Sayles & Company
1103
Loomis, Sayles & Company
Massachusetts
$100K +$8.25K +115 +9%
CFO
1104
CVA Family Office
Colorado
$98.9K +$3.31K +46 +3%
AA
1105
Ancora Advisors
Ohio
$97K
CBT
1106
CoreFirst Bank & Trust
Kansas
$94.9K +$94.9K +1,320 New
C
1107
Covestor
United Kingdom
$93K +$63.6K +887 +216%
OC
1108
Oakworth Capital
Alabama
$92.8K
CAS
1109
Coppell Advisory Solutions
Texas
$92.2K -$21.5K -300 -19%
BFPW
1110
BOK Financial Private Wealth
Colorado
$91.8K
1IA
1111
1620 Investment Advisors
Massachusetts
$90.1K -$267K -3,716 -75%
LI
1112
LRI Investments
Florida
$89.8K -$4.73K -61 -5%
LWANC
1113
Laurel Wealth Advisors (North Carolina)
North Carolina
$87.9K
PCFFS
1114
Pacific Center for Financial Services
California
$87.7K
AF
1115
Arrow Financial
New York
$86.2K -$7.19K -100 -8%
LWCFA
1116
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$84.2K
CCM
1117
Chilton Capital Management
Texas
$83.3K
VWM
1118
Venturi Wealth Management
Texas
$82.4K +$14.6K +203 +22%
HI
1119
Harbour Investments
Wisconsin
$80.3K +$13.8K +192 +21%
GCM
1120
Gables Capital Management
Florida
$79K
GWP
1121
Gen-Wealth Partners
Michigan
$78.9K -$380 -5 -0.5%
CCA
1122
Catalyst Capital Advisors
New York
$78.5K +$78.5K +1,092 New
CYG
1123
Clean Yield Group
Vermont
$75.6K +$15.7K +219 +26%
CIA
1124
Cape Investment Advisory
Georgia
$74.8K +$26.2K +364 +54%
LFA
1125
Legend Financial Advisors
Pennsylvania
$74.4K