LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

57 hedge funds and large institutions have $38.9M invested in BNY Mellon Strategic Municipals in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
16
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisory
Maryland
$3.69M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$432K
3
Wells Fargo
3
Wells Fargo
California
$1.89M
4
VanEck Associates
4
VanEck Associates
New York
$926K
5
Bank of America
5
Bank of America
North Carolina
$538K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$10.1M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$91K
3
SIA
3
Sit Investment Associates
Minnesota
$856K
4
LPL Financial
4
LPL Financial
California
$348K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
26
Hollencrest Capital Management
California
$254K – – –
SBWM
27
Sunflower Bank Wealth Management
Arizona
$245K – – –
KeyBank National Association
28
KeyBank National Association
Ohio
$207K – – –
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$198K +$9.81K +1,100 +5%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$180K – – –
WKWM
31
Walter & Keenan Wealth Management
Indiana
$178K – – –
IAMOG
32
Investors Asset Management of Georgia
Georgia
$177K – – –
MIM
33
Macroview Investment Management
Maryland
$168K -$118K -13,245 -41%
CAN
34
Cetera Advisor Networks
California
$147K – – –
EFS
35
Essex Financial Services
Connecticut
$144K -$14.2K -1,600 -9%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$144K +$437 +49 +0.3%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$139K -$3.42K -384 -2%
SI
38
SII Investments
Wisconsin
$131K – – –
Ameriprise
39
Ameriprise
Minnesota
$128K +$710 +80 +0.6%
NL
40
NWAM LLC
Washington
$116K – – –
SFS
41
Sowell Financial Services
Arkansas
$110K +$616 +68 +0.6%
UCFA
42
United Capital Financial Advisors
Texas
$106K – – –
HighTower Advisors
43
HighTower Advisors
Illinois
$91K -$602K -66,976 -87%
Creative Planning
44
Creative Planning
Kansas
$90K – – –
AG
45
Advisor Group
Arizona
$88K +$8.86K +985 +11%
IA
46
IFP Advisors
Florida
$55K +$44.3K +4,940 +412%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$45K – – –
RPG
48
Risk Paradigm Group
Texas
$35.6K – – –
SPIA
49
Steward Partners Investment Advisory
New York
$35K – – –
Deutsche Bank
50
Deutsche Bank
Germany
$30K – – –
1
2
3