LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

71 hedge funds and large institutions have $84M invested in BNY Mellon Strategic Municipals in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
23
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$16.3M
2
CA
Cornerstone Advisory
Maryland
+$6.37M
3
RCM
Robinson Capital Management
Michigan
+$1.48M
4
SIA
Sit Investment Associates
Minnesota
+$987K
5
PPA
Parametric Portfolio Associates
Washington
+$982K

Top Sellers

1
LCM
Laurion Capital Management
New York
-$2.76M
2
SG Americas Securities
SG Americas Securities
New York
-$806K
3
Wells Fargo
Wells Fargo
California
-$613K
4
CRC
Curi RMB Capital
Illinois
-$148K
5
DA
Doliver Advisors
Texas
-$103K
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$345K +$22.6K +3,014 +7%
WA
27
WealthTrust Axiom
Pennsylvania
$315K -$5.43K -725 -2%
CA
28
Cetera Advisors
Colorado
$286K -$7.49K -1,000 -3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$283K -$22K -2,941 -7%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$276K -$5.79K -771 -2%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$276K +$38.3K +5,122 +16%
MAM
32
Marquette Asset Management
Minnesota
$249K -$36.7K -4,900 -13%
AA
33
AQR Arbitrage
Connecticut
$238K +$21.5K +2,874 +10%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$235K +$151K +20,126 +180%
HCM
35
Hollencrest Capital Management
California
$232K +$23.4K +2,970 +11%
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$225K – – –
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$213K +$213K +28,387 New
SWM
38
SeaCrest Wealth Management
New York
$182K – – –
DAS
39
Dynamic Advisor Solutions
Arizona
$180K -$21.5K -2,871 -11%
AWA
40
Arete Wealth Advisors
Illinois
$167K – – –
RJFSA
41
Raymond James Financial Services Advisors
Florida
$164K +$172 +23 +0.1%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$159K – – –
SWP
43
Stratos Wealth Partners
Ohio
$150K – – –
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$148K -$59.1K -7,885 -29%
1WA
45
180 Wealth Advisors
Washington
$148K +$1.42K +190 +1%
EFS
46
Essex Financial Services
Connecticut
$140K – – –
IAMOG
47
Investors Asset Management of Georgia
Georgia
$135K – – –
Creative Planning
48
Creative Planning
Kansas
$101K – – –
NL
49
NWAM LLC
Washington
$98K – – –
HighTower Advisors
50
HighTower Advisors
Illinois
$97K +$7.83K +1,038 +9%
1
2
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