LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

60 hedge funds and large institutions have $37.5M invested in BNY Mellon Strategic Municipals in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
11
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$1.68M
2
GC
2
Guggenheim Capital
Illinois
$10.7M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$857K
4
VKH
4
Virtu KCG Holdings
New York
$220K
5
Bank of America
5
Bank of America
North Carolina
$394K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
VanEck Associates
2
VanEck Associates
New York
$813K
3
SIA
3
SeaBridge Investment Advisors
New Jersey
$0
4
SIA
4
Sit Investment Associates
Minnesota
$1.55M
5
LPL Financial
5
LPL Financial
California
$724K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$342K -$78.2K -9,300 -19%
SWP
27
Stratos Wealth Partners
Ohio
$336K +$84K +10,000 +33%
HCM
28
Hollencrest Capital Management
California
$240K – – –
SBWM
29
Sunflower Bank Wealth Management
Arizona
$231K – – –
VKH
30
Virtu KCG Holdings
New York
$220K +$220K +26,244 New
KeyBank National Association
31
KeyBank National Association
Ohio
$195K – – –
WKWM
32
Walter & Keenan Wealth Management
Indiana
$168K – – –
IAMOG
33
Investors Asset Management of Georgia
Georgia
$167K -$67.3K -8,000 -29%
EFS
34
Essex Financial Services
Connecticut
$150K – – –
RJFSA
35
Raymond James Financial Services Advisors
Florida
$139K -$63.1K -7,490 -31%
CAN
36
Cetera Advisor Networks
California
$138K -$138K -16,462 -50%
HIM
37
Hanlon Investment Management
New Jersey
$117K – – –
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$114K -$21.4K -2,552 -16%
SI
39
SII Investments
Wisconsin
$111K – – –
NL
40
NWAM LLC
Washington
$109K – – –
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$109K – – –
Squarepoint
42
Squarepoint
New York
$107K +$107K +12,700 New
SFS
43
Sowell Financial Services
Arkansas
$103K +$103K +12,014 New
UCFA
44
United Capital Financial Advisors
Texas
$100K – – –
Creative Planning
45
Creative Planning
Kansas
$85K -$4.21K -500 -5%
KT
46
Kanaly Trust
Texas
$83K – – –
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$42K +$42K +5,000 New
MFS
48
MSI Financial Services
Massachusetts
$38K +$51 +6 +0.1%
RPG
49
Risk Paradigm Group
Texas
$33.6K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$33K +$33K +4,000 New
1
2
3