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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 %
HGERS
1201
Householder Group Estate & Retirement Specialist
Arizona
$15K
BWAM
1202
Boyd Watterson Asset Management
Ohio
$14.4K
NC
1203
nVerses Capital
Florida
$14.4K +$14.4K +200 New
ZB
1204
Zions Bancorporation
Utah
$13.8K -$9.99K -139 -42%
OA
1205
Operose Advisors
Wisconsin
$13.7K
PB
1206
Pinnacle Bancorp
Nebraska
$13.4K
PGAM
1207
Princeton Global Asset Management
New Jersey
$13.4K -$11.4K -158 -46%
CB
1208
Centennial Bank
Arkansas
$13.3K
LIA
1209
Luken Investment Analytics
Tennessee
$13.2K
RFG
1210
REAP Financial Group
Texas
$12.7K -$20.8K -289 -62%
TIM
1211
Tortoise Investment Management
New York
$12.6K
S
1212
Sachetta
Massachusetts
$12.4K
ADL
1213
Asset Dedication LLC
California
$12.3K +$2.88K +40 +31%
TH
1214
TCTC Holdings
Texas
$12K
RTL
1215
Red Tortoise LLC
Georgia
$12K
CMA
1216
Cedar Mountain Advisors
Oregon
$11.9K -$5.03K -70 -30%
OC
1217
Oarsman Capital
Wisconsin
$11.9K +$11.9K +165 New
GTAM
1218
Global Trust Asset Management
Florida
$11.8K
WIM
1219
Westside Investment Management
California
$11.6K -$4.74K -66 -29%
MCM
1220
MidAtlantic Capital Management
Virginia
$11.4K +$11.4K +158 New
SWM
1221
Sugarloaf Wealth Management
Georgia
$11.2K
AW
1222
Avion Wealth
Texas
$11K +$494 +7 +5%
HCA
1223
Harbor Capital Advisors
Illinois
$11K +$11K +151 New
FPFS
1224
First Personal Financial Services
North Carolina
$10.8K
WCM
1225
Westend Capital Management
California
$10.1K +$10.1K +141 New