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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 %
AEPWM
1126
Atlantic Edge Private Wealth Management
Florida
$30.7K
CG
1127
Cutler Group
California
$30K +$30K +524 New
SL
1128
Salomon & Ludwin
Virginia
$29.5K
ZB
1129
Zions Bancorporation
Utah
$29.4K -$1.56K -27 -5%
VWM
1130
Venturi Wealth Management
Texas
$28.9K +$6.57K +114 +29%
MSFP
1131
Mark Sheptoff Financial Planning
Connecticut
$28.8K
SGC
1132
Slocum, Gordon & Co
Rhode Island
$28.8K
WIA
1133
Wetzel Investment Advisors
Indiana
$28.2K +$12.7K +230 +82%
PI
1134
PEAK6 Investments
Illinois
$27.9K +$27.9K +484 New
RFG
1135
REAP Financial Group
Texas
$27.8K -$86.7K -1,506 -76%
JWM
1136
Janiczek Wealth Management
Colorado
$27.3K +$115 +2 +0.4%
BTI
1137
Blue Trust Inc
Georgia
$26.4K -$23K -400 -47%
SWA
1138
SOA Wealth Advisors
New York
$25.5K +$173 +3 +0.7%
BONH
1139
Bank of New Hampshire
New Hampshire
$25.5K
MCM
1140
MidAtlantic Capital Management
Virginia
$24.5K -$5.47K -95 -18%
MFA
1141
McClarren Financial Advisors
Pennsylvania
$24K +$240 +4 +1%
HIA
1142
Harbor Investment Advisory
Maryland
$23.6K
KLWA
1143
Kelly Lawrence W & Associates
California
$23K
FSWA
1144
Financial Synergies Wealth Advisors
Texas
$23K +$23K +399 New
CAM
1145
ClariVest Asset Management
California
$22.1K +$18.9K +328 +596%
ACA
1146
Atlas Capital Advisors
Wyoming
$22K
WT
1147
Washington Trust
Rhode Island
$20.7K -$2.31K -40 -10%
VCM
1148
Versant Capital Management
Arizona
$20.5K
PGAM
1149
Princeton Global Asset Management
New Jersey
$19.7K +$58 +1 +0.3%
TC
1150
Trust Company
Kansas
$19.6K -$58K -1,006 -75%