LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

58 hedge funds and large institutions have $35.8M invested in BNY Mellon Strategic Municipals in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
20
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$946K
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$611K
3
Wells Fargo
3
Wells Fargo
California
$2.03M
4
DA
4
Doliver Advisors
Texas
$148K
5
PMG
5
ProVise Management Group
Florida
$1.27M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$76K
2
AAM
2
Advisors Asset Management
Colorado
$0
3
GC
3
Guggenheim Capital
Illinois
$9.12M
4
SIA
4
Sit Investment Associates
Minnesota
$147K
5
SBWM
5
Sunflower Bank Wealth Management
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$206K +$11K +1,250 +6%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$205K +$27.3K +3,100 +15%
KeyBank National Association
28
KeyBank National Association
Ohio
$204K – – –
RJFSA
29
Raymond James Financial Services Advisors
Florida
$189K +$52.1K +5,933 +38%
WKWM
30
Walter & Keenan Wealth Management
Indiana
$176K – – –
EFS
31
Essex Financial Services
Connecticut
$164K +$21.9K +2,500 +15%
IAMOG
32
Investors Asset Management of Georgia
Georgia
$159K -$15.8K -1,800 -9%
DA
33
Doliver Advisors
Texas
$148K +$148K +16,831 New
SIA
34
Sit Investment Associates
Minnesota
$147K -$699K -79,392 -83%
CAN
35
Cetera Advisor Networks
California
$145K – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$142K +$430 +49 +0.3%
MIM
37
Macroview Investment Management
Maryland
$141K -$24.4K -2,780 -15%
Ameriprise
38
Ameriprise
Minnesota
$135K +$7.89K +895 +6%
SI
39
SII Investments
Wisconsin
$129K – – –
AG
40
Advisor Group
Arizona
$125K +$39.2K +4,475 +46%
Creative Planning
41
Creative Planning
Kansas
$118K +$29.3K +3,341 +33%
NL
42
NWAM LLC
Washington
$114K – – –
SFS
43
Sowell Financial Services
Arkansas
$106K +$616 +71 +0.6%
UCFA
44
United Capital Financial Advisors
Texas
$105K – – –
HighTower Advisors
45
HighTower Advisors
Illinois
$91K +$340 +38 +0.4%
Bessemer Group
46
Bessemer Group
New Jersey
$76K -$1.54M -176,307 -95%
SPIA
47
Steward Partners Investment Advisory
New York
$58K +$23.3K +2,691 +67%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$44K – – –
RFWA
49
RPg Family Wealth Advisory
Massachusetts
$35.2K +$35.2K +4,000 New
Deutsche Bank
50
Deutsche Bank
Germany
$29K – – –
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