LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

66 hedge funds and large institutions have $38.5M invested in BNY Mellon Strategic Municipals in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
17
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
+$6.3M
2
LCM
Laurion Capital Management
New York
+$3.07M
3
WAM
Wolverine Asset Management
Illinois
+$1.29M
4
SG Americas Securities
SG Americas Securities
New York
+$1.17M
5
CRC
Curi RMB Capital
Illinois
+$1.08M

Top Sellers

1
ITIM
Indiana Trust & Investment Management
Indiana
-$1.86M
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.03M
3
UBS Group
UBS Group
Switzerland
-$739K
4
GC
Guggenheim Capital
Illinois
-$466K
5
Wells Fargo
Wells Fargo
California
-$396K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Weiss Asset Management
Massachusetts
$254K +$254K +32,964 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$250K -$33.2K -4,300 -12%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$248K +$248K +32,200 New
SWP
29
Stratos Wealth Partners
Ohio
$231K -$77K -10,000 -25%
TJHA
30
Thomas J. Herzfeld Advisors
Florida
$231K +$231K +30,000 New
HCM
31
Hollencrest Capital Management
California
$204K – – –
SWM
32
SeaCrest Wealth Management
New York
$187K -$22.1K -2,865 -11%
DAS
33
Dynamic Advisor Solutions
Arizona
$185K +$185K +24,016 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$169K -$16.9K -2,186 -9%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$163K +$7.37K +956 +5%
WKWM
36
Walter & Keenan Wealth Management
Indiana
$154K – – –
1WA
37
180 Wealth Advisors
Washington
$150K +$1.49K +193 +1%
EFS
38
Essex Financial Services
Connecticut
$144K – – –
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$140K -$9.19K -1,191 -6%
IAMOG
40
Investors Asset Management of Georgia
Georgia
$139K – – –
DA
41
Doliver Advisors
Texas
$136K +$136K +17,635 New
Ameriprise
42
Ameriprise
Minnesota
$130K +$11.5K +1,500 +10%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$129K +$1.69K +219 +1%
Millennium Management
44
Millennium Management
New York
$111K +$111K +14,443 New
Creative Planning
45
Creative Planning
Kansas
$104K – – –
NL
46
NWAM LLC
Washington
$100K – – –
TSS
47
Two Sigma Securities
New York
$99K +$99K +12,794 New
SFS
48
Sowell Financial Services
Arkansas
$94K +$715 +94 +0.8%
AA
49
AQR Arbitrage
Connecticut
$94K +$94K +12,193 New
HighTower Advisors
50
HighTower Advisors
Illinois
$91K +$301 +39 +0.3%
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