LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

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
Holders
64
Holders Change
–
Holders Change %
0%
% of All Funds
1.71%
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

1
MIM
Macroview Investment Management
Maryland
$1.95M
2
LSA
Liberty Street Advisors
New York
$1.71M
3
SIA
Sit Investment Associates
Minnesota
$2.04M
4
Bank of America
Bank of America
North Carolina
$415K
5
Morgan Stanley
Morgan Stanley
New York
$2.46M

Top Sellers

1
MIG
Mariner Investment Group
New York
$0
2
NCM
Newgate Capital Management
Connecticut
$1.97M
3
SG Americas Securities
SG Americas Securities
New York
$0
4
LCM
Laurion Capital Management
New York
$0
5
WAM
Wolverine Asset Management
Illinois
$258K
Name Holding Trade Value Shares
Change 		Shares
Change %
IAMOG
26
Investors Asset Management of Georgia
Georgia
$242K – – –
SBWM
27
Sunflower Bank Wealth Management
Arizona
$231K – – –
CRC
28
Curi RMB Capital
Illinois
$224K +$224K +26,654 New
SWP
29
Stratos Wealth Partners
Ohio
$218K – – –
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$208K +$36.9K +4,400 +22%
YP
31
Yellowstone Partners
Idaho
$201K – – –
EFS
32
Essex Financial Services
Connecticut
$191K -$21K -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 -$6.48K -772 -4%
Comerica Bank
35
Comerica Bank
Texas
$169K +$169K +20,136 New
WKWM
36
Walter & Keenan Wealth Management
Indiana
$168K – – –
CS
37
Credit Suisse
Switzerland
$168K +$168K +20,000 New
FAAS
38
First Allied Advisory Services
California
$162K – – –
DA
39
Doliver Advisors
Texas
$151K -$36.8K -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 -$7.98K -950 -8%
WA
49
WFG Advisors
Texas
$86K -$51.8K -6,167 -38%
KT
50
Kanaly Trust
Texas
$83K – – –
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2
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