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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 %
SW
1276
SteelPeak Wealth
California
-$264K -5,078 Closed
CLOS
1277
Compagnie Lombard Odier SCmA
Switzerland
-$260K -5,000 Closed
CWA
1278
CM Wealth Advisors
Ohio
-$260K -5,000 Closed
EP
1279
Edgestream Partners
New Jersey
-$255K -4,895 Closed
VF
1280
Virtu Financial
New York
-$247K -4,748 Closed
TFS
1281
Thoroughbred Financial Services
Tennessee
-$236K -4,540 Closed
CAAS
1282
Capital Asset Advisory Services
Michigan
-$233K -4,482 Closed
SWA
1283
Sax Wealth Advisors
New Jersey
-$233K -4,481 Closed
TI
1284
Truepoint Inc
Ohio
-$233K -4,480 Closed
AP
1285
Appleton Partners
Massachusetts
-$230K -4,411 Closed
BHIA
1286
Birch Hill Investment Advisors
Massachusetts
-$208K -4,000 Closed
APA
1287
Astoria Portfolio Advisors
New York
-$220K -3,996 Closed
HI
1288
Hudock Inc
Pennsylvania
-$206K -3,966 Closed
GWS
1289
Glassman Wealth Services
Virginia
-$103K -1,972 Closed
AP
1290
Arlington Partners
Alabama
-$95.8K -1,840 Closed
BWM
1291
BKM Wealth Management
Wisconsin
-$81.5K -1,565 Closed
FWM
1292
Focused Wealth Management
New York
-$75.7K -1,455 Closed
TCWA
1293
Turtle Creek Wealth Advisors
Texas
-$71.8K -1,379 Closed
SC
1294
Sawyer & Company
Massachusetts
-$52K -1,000 Closed
BCM
1295
Bourgeon Capital Management
Connecticut
-$52.1K -1,000 Closed
RIM
1296
Rockbridge Investment Management
New York
-$50.1K -962 Closed
AWM
1297
Able Wealth Management
New Jersey
-$32K -615 Closed
TFGT
1298
TS Financial Group (TSFG)
Illinois
-$16K -300 Closed
DAC
1299
Dividend Assets Capital
South Carolina
-$9K -164 Closed
IBOK
1300
Independence Bank of Kentucky
Kentucky
-$7.81K -150 Closed