LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

60 hedge funds and large institutions have $36.5M invested in BNY Mellon Strategic Municipals in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
13
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$181K
2
RJA
Raymond James & Associates
Florida
+$138K
3
Ameriprise
Ameriprise
Minnesota
+$123K
4
DA
Doliver Advisors
Texas
+$114K
5
Stifel Financial
Stifel Financial
Missouri
+$104K

Top Sellers

1
CIA
Capital Investment Advisors
Georgia
-$725K
2
GC
Guggenheim Capital
Illinois
-$620K
3
SIA
Sit Investment Associates
Minnesota
-$285K
4
UBS Group
UBS Group
Switzerland
-$234K
5
VKH
Virtu KCG Holdings
New York
-$220K
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
26
Macroview Investment Management
Maryland
$276K -$74K -8,600 -21%
HCM
27
Hollencrest Capital Management
California
$245K – – –
SBWM
28
Sunflower Bank Wealth Management
Arizona
$237K – – –
KeyBank National Association
29
KeyBank National Association
Ohio
$200K – – –
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$181K +$181K +21,100 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$174K -$179K -20,776 -51%
WKWM
32
Walter & Keenan Wealth Management
Indiana
$172K – – –
IAMOG
33
Investors Asset Management of Georgia
Georgia
$171K – – –
EFS
34
Essex Financial Services
Connecticut
$153K – – –
CAN
35
Cetera Advisor Networks
California
$142K – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$138K +$21.2K +2,474 +18%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$137K -$4.5K -525 -3%
SI
38
SII Investments
Wisconsin
$127K +$12.9K +1,500 +11%
Ameriprise
39
Ameriprise
Minnesota
$123K +$123K +14,334 New
HIM
40
Hanlon Investment Management
New Jersey
$120K – – –
DA
41
Doliver Advisors
Texas
$114K +$114K +13,275 New
NL
42
NWAM LLC
Washington
$112K – – –
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$111K – – –
SFS
44
Sowell Financial Services
Arkansas
$106K +$605 +69 +0.6%
Stifel Financial
45
Stifel Financial
Missouri
$104K +$104K +11,905 New
UCFA
46
United Capital Financial Advisors
Texas
$102K – – –
Creative Planning
47
Creative Planning
Kansas
$87K – – –
AG
48
Advisor Group
Arizona
$76K +$53.1K +6,150 +232%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$45K +$26.9K +3,125 +149%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$43K – – –
1
2
3