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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 %
SWM
1176
Sugarloaf Wealth Management
Georgia
$9.34K
FPFS
1177
First Personal Financial Services
North Carolina
$8.98K
FFL
1178
Financial Freedom LLC
Ohio
$8.39K
AW
1179
Avion Wealth
Texas
$8K -$3.76M -69,955 -100%
ADL
1180
Asset Dedication LLC
California
$7.85K
VWA
1181
Valued Wealth Advisors
Utah
$7.85K +$4.31K +72 +122%
FFA
1182
Frazier Financial Advisors
Ohio
$7.73K
AWM
1183
Abound Wealth Management
Tennessee
$7.72K
CB
1184
Community Bank
New York
$7.49K -$53.9K -900 -88%
MTIC
1185
Missouri Trust & Investment Company
Missouri
$6.65K
IWP
1186
IAG Wealth Partners
Wisconsin
$6.17K +$6.17K +103 New
WWM
1187
Wolff Wiese Magana
California
$6.11K
AFWM
1188
Abich Financial Wealth Management
Virginia
$6.11K +$2.4K +40 +65%
CJ
1189
Caitlin John
Michigan
$6.05K +$5.63K +94 +1,343%
AP
1190
Atwood & Palmer
Missouri
$5.99K -$5.99K -100 -50%
GIM
1191
Gold Investment Management
Alberta, Canada
$5.99K
TCM
1192
Tradewinds Capital Management
Washington
$5.99K
KFI
1193
Key Financial Inc
Pennsylvania
$5.99K
CAM
1194
ClariVest Asset Management
California
$5.81K -$17.1K -286 -75%
MA
1195
MCF Advisors
Kentucky
$5.75K
ANBT
1196
American National Bank & Trust
Texas
$5.75K +$5.75K +96 New
EDRH
1197
Edmond de Rothschild Holding
Switzerland
$5.39K -$130K -2,175 -96%
PSB
1198
Piscataqua Savings Bank
New Hampshire
$5.33K -$1.2K -20 -18%
CWC
1199
Carolinas Wealth Consulting
North Carolina
$4.91K +$299 +5 +6%
SIC
1200
SJS Investment Consulting
Ohio
$4.88K