LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

64 hedge funds and large institutions have $45.1M invested in BNY Mellon Strategic Municipals in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
22
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Laurion Capital Management
New York
+$4.21M
2
RCM
Robinson Capital Management
Michigan
+$3.18M
3
SIA
Sit Investment Associates
Minnesota
+$1.37M
4
WAM
Wolverine Asset Management
Illinois
+$459K
5
VanEck Associates
VanEck Associates
New York
+$434K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$1.86M
2
SG Americas Securities
SG Americas Securities
New York
-$359K
3
UBS Group
UBS Group
Switzerland
-$280K
4
WAM
Weiss Asset Management
Massachusetts
-$254K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$140K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
26
Marquette Asset Management
Minnesota
$293K – – –
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$288K +$159K +20,793 +124%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$243K -$3.43K -448 -1%
TJHA
29
Thomas J. Herzfeld Advisors
Florida
$230K – – –
AA
30
AQR Arbitrage
Connecticut
$222K +$128K +16,694 +137%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$212K -$36.6K -4,775 -15%
DAS
32
Dynamic Advisor Solutions
Arizona
$206K +$22K +2,871 +12%
HCM
33
Hollencrest Capital Management
California
$203K – – –
SWM
34
SeaCrest Wealth Management
New York
$186K – – –
AWA
35
Arete Wealth Advisors
Illinois
$171K +$171K +22,231 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$168K +$176 +23 +0.1%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$162K – – –
SWP
38
Stratos Wealth Partners
Ohio
$153K -$76.5K -10,000 -33%
WKWM
39
Walter & Keenan Wealth Management
Indiana
$153K – – –
1WA
40
180 Wealth Advisors
Washington
$150K +$1.43K +187 +1%
EFS
41
Essex Financial Services
Connecticut
$143K – – –
IAMOG
42
Investors Asset Management of Georgia
Georgia
$139K – – –
DA
43
Doliver Advisors
Texas
$103K -$32.1K -4,188 -24%
Creative Planning
44
Creative Planning
Kansas
$103K – – –
NL
45
NWAM LLC
Washington
$100K – – –
SFS
46
Sowell Financial Services
Arkansas
$96K +$525 +68 +0.5%
Ameriprise
47
Ameriprise
Minnesota
$93K -$37.3K -4,841 -29%
HighTower Advisors
48
HighTower Advisors
Illinois
$91K +$285 +37 +0.3%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$86K +$69.9K +9,087 +433%
APA
50
American Portfolios Advisors
New York
$76.5K – – –
1
2
3