LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

58 hedge funds and large institutions have $60.8M invested in BNY Mellon Strategic Municipals in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
23
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$1.06M
2
Invesco
Invesco
Georgia
+$810K
3
LPL Financial
LPL Financial
California
+$733K
4
CA
Cornerstone Advisory
Maryland
+$630K
5
UBS Group
UBS Group
Switzerland
+$259K

Top Sellers

1
RCM
Robinson Capital Management
Michigan
-$5.97M
2
Bank of America
Bank of America
North Carolina
-$305K
3
CA
Cetera Advisors
Colorado
-$301K
4
VanEck Associates
VanEck Associates
New York
-$297K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$291K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$256K – – –
AG
27
Advisor Group
Arizona
$256K +$18.8K +2,300 +8%
HCM
28
Hollencrest Capital Management
California
$240K – – –
MAM
29
Marquette Asset Management
Minnesota
$206K – – –
DAS
30
Dynamic Advisor Solutions
Arizona
$206K +$10.3K +1,258 +5%
Northern Trust
31
Northern Trust
Illinois
$206K +$83.2K +10,160 +68%
SWM
32
SeaCrest Wealth Management
New York
$195K – – –
1WA
33
180 Wealth Advisors
Washington
$176K +$1.58K +183 +0.9%
SWP
34
Stratos Wealth Partners
Ohio
$163K – – –
EWM
35
Empirical Wealth Management
Washington
$163K +$163K +19,923 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$157K +$36.8K +4,500 +31%
NL
37
NWAM LLC
Washington
$127K +$20.5K +2,500 +19%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$121K -$25.7K -3,150 -18%
FWM
39
Fairhaven Wealth Management
Illinois
$118K – – –
Stifel Financial
40
Stifel Financial
Missouri
$116K +$116K +14,323 New
WS
41
Wedbush Securities
California
$114K +$237 +29 +0.2%
SDAM
42
Shulman DeMeo Asset Management
New York
$113K -$7.19K -879 -6%
HighTower Advisors
43
HighTower Advisors
Illinois
$110K +$3.29K +402 +3%
Creative Planning
44
Creative Planning
Kansas
$94K -$7.77K -948 -8%
EFS
45
Essex Financial Services
Connecticut
$82K -$21.8K -2,657 -21%
ASN
46
Advisory Services Network
Georgia
$65K +$65K +7,958 New
EIP
47
Ellis Investment Partners
Pennsylvania
$41K +$41K +5,106 New
MIM
48
Macroview Investment Management
Maryland
$38K – – –
APA
49
American Portfolios Advisors
New York
$33.3K -$48.2K -5,900 -59%
BFC
50
Bedel Financial Consulting
Indiana
$24K -$4.72K -575 -16%
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