LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

66 hedge funds and large institutions have $27.1M invested in BNY Mellon Strategic Municipals in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
15
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$2.14M
2
LPL Financial
LPL Financial
California
$1.78M
3
AAM
Advisors Asset Management
Colorado
$1.08M
4
Wells Fargo
Wells Fargo
California
$1.14M
5
VKH
Virtu KCG Holdings
New York
$338K

Top Sellers

1
LSA
Liberty Street Advisors
New York
$0
2
MIM
Macroview Investment Management
Maryland
$1.01M
3
Morgan Stanley
Morgan Stanley
New York
$3.05M
4
Bank of America
Bank of America
North Carolina
$257K
5
SIA
Sit Investment Associates
Minnesota
$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$242K -$17.5K -2,050 -7%
IAMOG
27
Investors Asset Management of Georgia
Georgia
$238K -$8.54K -1,000 -3%
SBWM
28
Sunflower Bank Wealth Management
Arizona
$235K – – –
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$220K -$34.1K -3,986 -13%
YP
30
Yellowstone Partners
Idaho
$205K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$201K -$3.05K -357 -1%
KeyBank National Association
32
KeyBank National Association
Ohio
$198K – – –
SIA
33
SeaBridge Investment Advisors
New Jersey
$182K +$1.11K +130 +0.6%
WKWM
34
Walter & Keenan Wealth Management
Indiana
$171K – – –
EFS
35
Essex Financial Services
Connecticut
$170K – – –
Comerica Bank
36
Comerica Bank
Texas
$166K – – –
CAN
37
Cetera Advisor Networks
California
$141K – – –
FAAS
38
First Allied Advisory Services
California
$126K +$13.7K +1,600 +12%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$125K -$88K -10,299 -41%
CWM
40
Concert Wealth Management
California
$124K +$921 +108 +0.7%
HIM
41
Hanlon Investment Management
New Jersey
$119K – – –
FCCM
42
First City Capital Management
Georgia
$113K – – –
SI
43
SII Investments
Wisconsin
$113K -$8.86K -1,037 -7%
NL
44
NWAM LLC
Washington
$111K +$111K +13,000 New
UCFA
45
United Capital Financial Advisors
Texas
$109K – – –
MFS
46
MSI Financial Services
Massachusetts
$89K +$70.1K +8,178 +370%
KT
47
Kanaly Trust
Texas
$85K – – –
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$77K – – –
NFG
49
Next Financial Group
Texas
$71K +$1.07K +127 +2%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$42K -$38.8K -4,600 -48%
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