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LEO

BNY Mellon Strategic Municipals
LEO

64 hedge funds and large institutions have $26.2M invested in BNY Mellon Strategic Municipals in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $21.9M → $26.2M (+$4.33M)

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

0.72% more ownership

Funds ownership: 4.35% → 5.07% (+0.72%)

0% more funds holding

Funds holding: 64 → 64 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

Holders
64
Holders Change
–
Holders Change %
0%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
16
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MIM
Macroview Investment Management
Maryland
+$1.95M
2
LSA
Liberty Street Advisors
New York
+$1.25M
3
SIA
Sit Investment Associates
Minnesota
+$921K
4
Bank of America
Bank of America
North Carolina
+$333K
5
Morgan Stanley
Morgan Stanley
New York
+$332K

Top Sellers

Rank Fund Capital Flow
1
MIG
Mariner Investment Group
New York
-$835K
2
NCM
Newgate Capital Management
Connecticut
-$435K
3
SG Americas Securities
SG Americas Securities
New York
-$395K
4
LCM
Laurion Capital Management
New York
-$291K
5
WAM
Wolverine Asset Management
Illinois
-$171K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAMOG
26
Investors Asset Management of Georgia
Georgia
$242K – – –
SBWM
27
Sunflower Bank Wealth Management
Arizona
$231K – – –
CRC
28
Curi RMB Capital
Illinois
$224K +$223K +26,654 New
SWP
29
Stratos Wealth Partners
Ohio
$218K – – –
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$208K +$36.8K +4,400 +22%
YP
31
Yellowstone Partners
Idaho
$201K – – –
EFS
32
Essex Financial Services
Connecticut
$191K -$20.9K -2,500 -10%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$188K +$27.2K +3,247 +17%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$172K -$6.46K -772 -4%
Comerica Bank
35
Comerica Bank
Texas
$169K +$168K +20,136 New
WKWM
36
Walter & Keenan Wealth Management
Indiana
$168K – – –
CS
37
Credit Suisse
Switzerland
$168K +$167K +20,000 New
FAAS
38
First Allied Advisory Services
California
$162K – – –
DA
39
Doliver Advisors
Texas
$151K -$36.6K -4,373 -20%
KeyBank National Association
40
KeyBank National Association
Ohio
$148K – – –
SI
41
SII Investments
Wisconsin
$147K – – –
CWM
42
Concert Wealth Management
California
$144K +$144K +17,163 New
Invesco
43
Invesco
Georgia
$138K -$122K -14,553 -47%
HIM
44
Hanlon Investment Management
New Jersey
$117K – – –
FCCM
45
First City Capital Management
Georgia
$111K – – –
NL
46
NWAM LLC
Washington
$109K – – –
RJT
47
Raymond James Trust
Florida
$105K – – –
BFEC
48
Benjamin F. Edwards & Company
Missouri
$88K -$7.95K -950 -8%
WA
49
WFG Advisors
Texas
$86K -$51.6K -6,167 -38%
KT
50
Kanaly Trust
Texas
$83K – – –
1
2
3

LEO Hedge Fund Activity: Q1 2015 in Review

64 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q1 2015, worth a combined $26.2M — up 20% from $21.9M a quarter earlier.

Fund positioning in LEO was balanced in Q1 2015: 9 funds opened new positions, 9 closed out, 16 added to existing stakes and 14 trimmed.

The largest buyer was Macroview Investment Management, opening a new position worth an estimated $1.95M. The largest seller was Mariner Investment Group, exiting entirely with an estimated $835K sold.

  • 64 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $26.2M of BNY Mellon Strategic Municipals stock for Q1 2015, up 20% quarter-over-quarter.
  • 9 funds opened new BNY Mellon Strategic Municipals positions in Q1 2015 and 9 closed out, a net change of 0 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q1 2015 was Macroview Investment Management, an estimated $1.95M added.
  • The largest BNY Mellon Strategic Municipals seller in Q1 2015 was Mariner Investment Group, an estimated $835K sold.

Based on aggregated 13F filings for Q1 2015.