LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

65 hedge funds and large institutions have $24.6M invested in BNY Mellon Strategic Municipals in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
14
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
$406K
2
RJFSA
Raymond James Financial Services Advisors
Florida
$248K
3
SIA
Sit Investment Associates
Minnesota
$2.72M
4
BW
Bison Wealth
Georgia
$143K
5
CAN
Cetera Advisor Networks
California
$135K

Top Sellers

1
NCM
Newgate Capital Management
Connecticut
$0
2
MIM
Macroview Investment Management
Maryland
$1.57M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
4
Comerica Bank
Comerica Bank
Texas
$155K
5
LPL Financial
LPL Financial
California
$542K
Name Holding Trade Value Shares
Change 		Shares
Change %
IAMOG
26
Investors Asset Management of Georgia
Georgia
$236K – – –
SBWM
27
Sunflower Bank Wealth Management
Arizona
$225K – – –
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$204K +$9.07K +1,108 +5%
YP
29
Yellowstone Partners
Idaho
$196K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$195K +$11.1K +1,357 +6%
KeyBank National Association
31
KeyBank National Association
Ohio
$190K – – –
SIA
32
SeaBridge Investment Advisors
New Jersey
$174K – – –
WKWM
33
Walter & Keenan Wealth Management
Indiana
$164K – – –
EFS
34
Essex Financial Services
Connecticut
$163K -$23.8K -2,900 -13%
Comerica Bank
35
Comerica Bank
Texas
$155K -$175K -21,336 -53%
BW
36
Bison Wealth
Georgia
$143K +$143K +17,583 New
CAN
37
Cetera Advisor Networks
California
$135K +$135K +16,462 New
CWM
38
Concert Wealth Management
California
$119K +$924 +112 +0.8%
SI
39
SII Investments
Wisconsin
$116K – – –
HIM
40
Hanlon Investment Management
New Jersey
$114K – – –
FCCM
41
First City Capital Management
Georgia
$108K – – –
FAAS
42
First Allied Advisory Services
California
$106K -$36.4K -4,500 -26%
CA
43
Cetera Advisors
Colorado
$105K -$7.65K -940 -7%
UCFA
44
United Capital Financial Advisors
Texas
$104K +$13.6K +1,667 +15%
LCM
45
Landscape Capital Management
New Jersey
$87K +$87K +10,682 New
CL
46
Croft-Leominster
Maryland
$84K – – –
KT
47
Kanaly Trust
Texas
$81K – – –
BFEC
48
Benjamin F. Edwards & Company
Missouri
$78K -$7.33K -900 -9%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$74K – – –
NFG
50
Next Financial Group
Texas
$67K +$1.05K +130 +2%
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