LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

62 hedge funds and large institutions have $61.6M invested in BNY Mellon Strategic Municipals in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
18
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$3.89M
2
Invesco
Invesco
Georgia
+$714K
3
Bank of America
Bank of America
North Carolina
+$505K
4
UBS Group
UBS Group
Switzerland
+$420K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$316K

Top Sellers

1
RCM
Robinson Capital Management
Michigan
-$5.66M
2
CA
Cornerstone Advisory
Maryland
-$1.84M
3
SIA
Sit Investment Associates
Minnesota
-$279K
4
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$261K
5
Wells Fargo
Wells Fargo
California
-$196K
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
26
Hollencrest Capital Management
California
$253K – – –
BSW
27
Buckingham Strategic Wealth
Missouri
$232K +$232K +27,061 New
DAS
28
Dynamic Advisor Solutions
Arizona
$217K – – –
MAM
29
Marquette Asset Management
Minnesota
$216K – – –
SWP
30
Stratos Wealth Partners
Ohio
$215K +$43K +5,000 +25%
SWM
31
SeaCrest Wealth Management
New York
$204K – – –
AWA
32
Arete Wealth Advisors
Illinois
$191K +$191K +22,231 New
1WA
33
180 Wealth Advisors
Washington
$174K +$1.01K +119 +0.6%
MAFM
34
Mid Atlantic Financial Management
Pennsylvania
$173K -$261K -30,398 -60%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$165K – – –
WS
36
Wedbush Securities
California
$163K +$43.2K +5,029 +36%
NL
37
NWAM LLC
Washington
$133K – – –
Northern Trust
38
Northern Trust
Illinois
$129K -$87.4K -10,160 -40%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$127K – – –
FWM
40
Fairhaven Wealth Management
Illinois
$124K – – –
HighTower Advisors
41
HighTower Advisors
Illinois
$115K +$230 +27 +0.2%
SS
42
Sunbelt Securities
Texas
$112K +$112K +13,000 New
Stifel Financial
43
Stifel Financial
Missouri
$99K -$24.9K -2,875 -20%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$99K +$99K +11,483 New
Creative Planning
45
Creative Planning
Kansas
$98K – – –
SFS
46
Sowell Financial Services
Arkansas
$93K +$93K +10,850 New
EFS
47
Essex Financial Services
Connecticut
$86K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$78K -$191K -22,226 -71%
ASN
49
Advisory Services Network
Georgia
$65K – – –
EIP
50
Ellis Investment Partners
Pennsylvania
$44K +$536 +63 +1%
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2
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