LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

60 hedge funds and large institutions have $31.6M invested in BNY Mellon Strategic Municipals in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
20
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$2.43M
2
UBS Group
UBS Group
Switzerland
$2.49M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$167K
4
Bank of America
Bank of America
North Carolina
$708K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$317K

Top Sellers

1
GC
Guggenheim Capital
Illinois
$5.26M
2
LCM
Laurion Capital Management
New York
$113K
3
CA
Cornerstone Advisory
Maryland
$3.16M
4
DA
Doliver Advisors
Texas
$0
5
UCFA
United Capital Financial Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$208K +$21.8K +2,524 +12%
YP
27
Yellowstone Partners
Idaho
$207K – – –
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$174K -$26.7K -3,100 -13%
WKWM
29
Walter & Keenan Wealth Management
Indiana
$173K – – –
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$167K +$167K +19,335 New
1WA
31
180 Wealth Advisors
Washington
$166K +$166K +19,181 New
EFS
32
Essex Financial Services
Connecticut
$162K – – –
KeyBank National Association
33
KeyBank National Association
Ohio
$157K -$43.1K -5,000 -22%
IAMOG
34
Investors Asset Management of Georgia
Georgia
$156K – – –
SIA
35
Sit Investment Associates
Minnesota
$144K – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$143K +$3.03K +350 +2%
CAN
37
Cetera Advisor Networks
California
$142K – – –
Ameriprise
38
Ameriprise
Minnesota
$133K +$949 +110 +0.7%
SI
39
SII Investments
Wisconsin
$128K – – –
MIM
40
Macroview Investment Management
Maryland
$126K -$12.8K -1,485 -9%
Creative Planning
41
Creative Planning
Kansas
$116K -$69 -8 -0.1%
LCM
42
Laurion Capital Management
New York
$113K -$815K -94,478 -88%
NL
43
NWAM LLC
Washington
$112K – – –
SFS
44
Sowell Financial Services
Arkansas
$106K +$415 +48 +0.4%
PCA
45
Personal Capital Advisors
California
$103K +$103K +11,952 New
HighTower Advisors
46
HighTower Advisors
Illinois
$102K +$13.7K +1,573 +15%
APA
47
American Portfolios Advisors
New York
$86.2K +$86.2K +9,979 New
SPIA
48
Steward Partners Investment Advisory
New York
$57K – – –
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$43K – – –
RPG
50
Risk Paradigm Group
Texas
$34.6K +$34.6K +4,000 New
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2
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