LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

60 hedge funds and large institutions have $32M invested in BNY Mellon Strategic Municipals in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-6
Holders Change %
-9.09%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
2
Increased
23
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$4.47M
2
ITIM
Indiana Trust & Investment Management
Indiana
$1.93M
3
AAM
Advisors Asset Management
Colorado
$1.81M
4
UBS Group
UBS Group
Switzerland
$1.36M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$1.02M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.89M
2
BW
Bison Wealth
Georgia
$0
3
SIA
Sit Investment Associates
Minnesota
$2.33M
4
MIM
Macroview Investment Management
Maryland
$799K
5
CS
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$240K +$9.18K +1,022 +4%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$232K +$21.1K +2,346 +10%
Bank of America
28
Bank of America
North Carolina
$224K -$46.3K -5,164 -17%
YP
29
Yellowstone Partners
Idaho
$215K – – –
SIA
30
SeaBridge Investment Advisors
New Jersey
$213K +$21.5K +2,400 +11%
KeyBank National Association
31
KeyBank National Association
Ohio
$208K – – –
WKWM
32
Walter & Keenan Wealth Management
Indiana
$179K – – –
EFS
33
Essex Financial Services
Connecticut
$178K – – –
FAAS
34
First Allied Advisory Services
California
$174K +$42.2K +4,700 +32%
CA
35
Cetera Advisors
Colorado
$165K +$165K +18,400 New
CAN
36
Cetera Advisor Networks
California
$148K – – –
MFS
37
MSI Financial Services
Massachusetts
$132K +$39.2K +4,383 +42%
CWM
38
Concert Wealth Management
California
$131K +$842 +94 +0.6%
NFG
39
Next Financial Group
Texas
$128K +$52.8K +5,891 +70%
HIM
40
Hanlon Investment Management
New Jersey
$125K – – –
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$122K -$8.82K -986 -7%
FCCM
42
First City Capital Management
Georgia
$119K – – –
SI
43
SII Investments
Wisconsin
$118K – – –
NL
44
NWAM LLC
Washington
$117K – – –
UCFA
45
United Capital Financial Advisors
Texas
$107K -$7.49K -833 -7%
VKH
46
Virtu KCG Holdings
New York
$103K -$254K -28,185 -71%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$96K +$14.6K +1,620 +18%
Creative Planning
48
Creative Planning
Kansas
$91K +$90.1K +10,000 +10,000%
KT
49
Kanaly Trust
Texas
$89K – – –
RPG
50
Risk Paradigm Group
Texas
$35.9K – – –
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2
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