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LEO

BNY Mellon Strategic Municipals
LEO

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

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

17% more capital invested

Capital invested by funds: $38.5M → $45.1M (+$6.57M)

1.72% more ownership

Funds ownership: 8.46% → 10.18% (+1.7%)

3% less funds holding

Funds holding: 66 → 64 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.46%
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

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
+$4.19M
2
RCM
Robinson Capital Management
Michigan
+$3.17M
3
SIA
Sit Investment Associates
Minnesota
+$1.37M
4
WAM
Wolverine Asset Management
Illinois
+$457K
5
VanEck Associates
VanEck Associates
New York
+$432K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.86M
2
SG Americas Securities
SG Americas Securities
New York
-$357K
3
UBS Group
UBS Group
Switzerland
-$279K
4
WAM
Weiss Asset Management
Massachusetts
-$254K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$140K
Name Holding Trade Value Shares
Change 		Change in
Stake
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 -$3.42K -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 -$36.5K -4,775 -15%
DAS
32
Dynamic Advisor Solutions
Arizona
$206K +$21.9K +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 +$170K +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 -$76.4K -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 -$32K -4,188 -24%
Creative Planning
44
Creative Planning
Kansas
$103K – – –
NL
45
NWAM LLC
Washington
$100K – – –
SFS
46
Sowell Financial Services
Arkansas
$96K +$519 +68 +0.5%
Ameriprise
47
Ameriprise
Minnesota
$93K -$37K -4,841 -29%
HighTower Advisors
48
HighTower Advisors
Illinois
$91K +$283 +37 +0.3%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$86K +$69.4K +9,087 +433%
APA
50
American Portfolios Advisors
New York
$76.5K – – –
1
2
3

LEO Hedge Fund Activity: Q2 2018 in Review

64 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q2 2018, worth a combined $45.1M — up 17% from $38.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of LEO and 4 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 22 added.

The largest buyer was Laurion Capital Management, adding an estimated $4.19M. The largest seller was Guggenheim Capital, cutting an estimated $1.86M.

  • 64 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q2 2018, down from 66 in Q1 2018.
  • Funds reported $45.1M of BNY Mellon Strategic Municipals stock for Q2 2018, up 17% quarter-over-quarter.
  • 4 funds opened new BNY Mellon Strategic Municipals positions in Q2 2018 and 6 closed out, a net change of -2 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q2 2018 was Laurion Capital Management, an estimated $4.19M added.
  • The largest BNY Mellon Strategic Municipals seller in Q2 2018 was Guggenheim Capital, an estimated $1.86M sold.

Based on aggregated 13F filings for Q2 2018.