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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 %
KFI
1201
Key Financial Inc
Pennsylvania
$5.76K
TCM
1202
Tradewinds Capital Management
Washington
$5.76K +$5.76K +100 New
MA
1203
MCF Advisors
Kentucky
$5.53K
SHIM
1204
Stone House Investment Management
Pennsylvania
$5.11K +$5.11K +89 New
SIC
1205
SJS Investment Consulting
Ohio
$4.69K
BWL
1206
Bogart Wealth LLC
Virginia
$4.67K
CWC
1207
Carolinas Wealth Consulting
North Carolina
$4.44K +$288 +5 +7%
BCPWM
1208
Bradley & Co Private Wealth Management
Florida
$4.09K
TAM
1209
Tucker Asset Management
Colorado
$4.03K
DF
1210
Dunhill Financial
United Kingdom
$3.8K +$576 +10 +18%
PA
1211
Pineridge Advisors
Missouri
$3.63K -$230 -4 -6%
AFWM
1212
Abich Financial Wealth Management
Virginia
$3.57K +$3.57K +62 New
S
1213
Sachetta
Massachusetts
$3.54K
VWA
1214
Valued Wealth Advisors
Utah
$3.4K +$1.79K +31 +111%
RWA
1215
Redmont Wealth Advisors
Illinois
$3.23K +$3.23K +56 New
PA
1216
PSI Advisors
Florida
$3.17K
SA
1217
Scarborough Advisors
Maryland
$2.65K
CFD
1218
Creative Financial Designs
Indiana
$2.42K
Kayne Anderson Rudnick Investment Management
1219
Kayne Anderson Rudnick Investment Management
California
$2.21K +$2.21K +38 New
ECM
1220
Everence Capital Management
Indiana
$2.19K
TFM
1221
TFC Financial Management
Massachusetts
$2.08K +$231 +4 +13%
CCMI
1222
Creative Capital Management Investments
California
$2.07K
JFGIW
1223
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.02K -$35.7K -620 -95%
RFG
1224
RFP Financial Group
Georgia
$2.02K +$2.02K +35 New
CA
1225
Centerpoint Advisors
Massachusetts
$2K