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LEO

BNY Mellon Strategic Municipals
LEO

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

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

0% more funds holding

Funds holding: 60 → 60 (0)

0.36% less ownership

Funds ownership: 7.25% → 6.88% (-0.36%)

3% less capital invested

Capital invested by funds: $37.5M → $36.5M (-$1.04M)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
1.49%
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

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$182K
2
RJA
Raymond James & Associates
Florida
+$138K
3
Ameriprise
Ameriprise
Minnesota
+$123K
4
DA
Doliver Advisors
Texas
+$114K
5
Stifel Financial
Stifel Financial
Missouri
+$102K

Top Sellers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
-$726K
2
GC
Guggenheim Capital
Illinois
-$621K
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 		Change in
Stake
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 +$182K +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 +$21.3K +2,474 +18%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$137K -$4.52K -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 +$594 +69 +0.6%
Stifel Financial
45
Stifel Financial
Missouri
$104K +$102K +11,905 New
UCFA
46
United Capital Financial Advisors
Texas
$102K – – –
Creative Planning
47
Creative Planning
Kansas
$87K – – –
AG
48
Advisor Group
Arizona
$76K +$52.9K +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

LEO Hedge Fund Activity: Q1 2017 in Review

60 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q1 2017, worth a combined $36.5M — down 2.8% from $37.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new LEO positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 15 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $182K. The largest seller was Capital Investment Advisors, cutting an estimated $726K.

  • 60 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $36.5M of BNY Mellon Strategic Municipals stock for Q1 2017, down 2.8% quarter-over-quarter.
  • 5 funds opened new BNY Mellon Strategic Municipals positions in Q1 2017 and 3 closed out, a net change of +2 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q1 2017 was Janney Montgomery Scott, an estimated $182K added.
  • The largest BNY Mellon Strategic Municipals seller in Q1 2017 was Capital Investment Advisors, an estimated $726K sold.

Based on aggregated 13F filings for Q1 2017.