BK icon

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 %
CB
1176
Centennial Bank
Arkansas
$10.7K
LIA
1177
Luken Investment Analytics
Tennessee
$10.6K
EC
1178
EntryPoint Capital
New York
$10.4K -$21.9K -380 -68%
HWA
1179
Heritage Wealth Advisors
Virginia
$10.4K -$427K -7,409 -98%
TIM
1180
Tortoise Investment Management
New York
$10.1K
TH
1181
TCTC Holdings
Texas
$9.62K
RTL
1182
Red Tortoise LLC
Georgia
$9.62K
GTAM
1183
Global Trust Asset Management
Florida
$9.48K
PWMG
1184
Private Wealth Management Group
New Jersey
$9.05K -$6.68K -116 -42%
SWM
1185
Sugarloaf Wealth Management
Georgia
$8.99K
FFO
1186
Fortitude Family Office
Arizona
$8.99K
WWP
1187
WR Wealth Planners
Missouri
$8.87K +$8.87K +154 New
FPFS
1188
First Personal Financial Services
North Carolina
$8.64K
LI
1189
LRI Investments
Florida
$8.3K +$8.3K +144 New
FFL
1190
Financial Freedom LLC
Ohio
$8.07K
CA
1191
CoreCap Advisors
Michigan
$7.72K +$7.72K +134 New
FFA
1192
Frazier Financial Advisors
Ohio
$7.43K +$5.99K +104 +416%
AWM
1193
Abound Wealth Management
Tennessee
$7.43K +$634 +11 +9%
ADL
1194
Asset Dedication LLC
California
$7K
SIC
1195
Salem Investment Counselors
North Carolina
$6.74K -$12.1K -210 -64%
SA
1196
SRH Advisors
Kansas
$6.74K +$6.74K +117 New
MTIC
1197
Missouri Trust & Investment Company
Missouri
$6.4K
PSB
1198
Piscataqua Savings Bank
New Hampshire
$6.28K -$12.1K -210 -66%
WWM
1199
Wolff Wiese Magana
California
$5.88K +$3.57K +62 +155%
GIM
1200
Gold Investment Management
Alberta, Canada
$5.76K