LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

60 hedge funds and large institutions have $39.1M invested in BNY Mellon Strategic Municipals in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
15
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$9.71M
2
UBS Group
2
UBS Group
Switzerland
$2.04M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$599K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$548K
5
ICAS
5
Investors Capital Advisory Services
Massachusetts
$178K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$930K
2
SIA
2
Sit Investment Associates
Minnesota
$1.97M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.84M
4
MIM
4
Macroview Investment Management
Maryland
$705K
5
CIA
5
Capital Investment Advisors
Georgia
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$285K – – –
HCM
27
Hollencrest Capital Management
California
$271K – – –
IAMOG
28
Investors Asset Management of Georgia
Georgia
$265K – – –
SBWM
29
Sunflower Bank Wealth Management
Arizona
$261K – – –
YP
30
Yellowstone Partners
Idaho
$228K – – –
SIA
31
SeaBridge Investment Advisors
New Jersey
$226K – – –
KeyBank National Association
32
KeyBank National Association
Ohio
$220K – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$216K -$37.8K -3,979 -15%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$193K -$76.1K -8,000 -28%
WKWM
35
Walter & Keenan Wealth Management
Indiana
$190K – – –
ICAS
36
Investors Capital Advisory Services
Massachusetts
$178K +$178K +18,800 New
EFS
37
Essex Financial Services
Connecticut
$169K -$19.7K -2,075 -10%
CAN
38
Cetera Advisor Networks
California
$156K – – –
NFG
39
Next Financial Group
Texas
$145K +$9.74K +1,029 +7%
CWM
40
Concert Wealth Management
California
$139K +$587 +62 +0.4%
FAAS
41
First Allied Advisory Services
California
$135K -$50.7K -5,300 -27%
HIM
42
Hanlon Investment Management
New Jersey
$132K – – –
FCCM
43
First City Capital Management
Georgia
$126K – – –
SI
44
SII Investments
Wisconsin
$126K – – –
NL
45
NWAM LLC
Washington
$124K – – –
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$123K +$21.4K +2,250 +21%
UCFA
47
United Capital Financial Advisors
Texas
$119K – – –
MFS
48
MSI Financial Services
Massachusetts
$99K -$41.5K -4,365 -30%
CL
49
Croft-Leominster
Maryland
$97K +$97K +10,237 New
Creative Planning
50
Creative Planning
Kansas
$96K – – –
1
2
3