LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

63 hedge funds and large institutions have $59.9M invested in BNY Mellon Strategic Municipals in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
21
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$1.32M
2
UBS Group
UBS Group
Switzerland
+$884K
3
RCM
Robinson Capital Management
Michigan
+$391K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$318K
5
Wells Fargo
Wells Fargo
California
+$265K

Top Sellers

1
CA
Cornerstone Advisory
Maryland
-$1.74M
2
SIA
Sit Investment Associates
Minnesota
-$1.46M
3
COLIM
City of London Investment Management
United Kingdom
-$778K
4
Invesco
Invesco
Georgia
-$690K
5
DFG
Delphi Financial Group
Delaware
-$444K
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
26
Hollencrest Capital Management
California
$250K – – –
BSW
27
Buckingham Strategic Wealth
Missouri
$230K – – –
DAS
28
Dynamic Advisor Solutions
Arizona
$215K – – –
MAM
29
Marquette Asset Management
Minnesota
$214K – – –
SWP
30
Stratos Wealth Partners
Ohio
$213K – – –
DFG
31
Delphi Financial Group
Delaware
$209K -$444K -52,000 -68%
SWM
32
SeaCrest Wealth Management
New York
$203K – – –
1WA
33
180 Wealth Advisors
Washington
$179K +$1.57K +181 +0.9%
MAFM
34
Mid Atlantic Financial Management
Pennsylvania
$172K +$1.14K +134 +0.7%
WKWM
35
Walter & Keenan Wealth Management
Indiana
$170K +$170K +20,000 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$163K – – –
NL
37
NWAM LLC
Washington
$132K – – –
WS
38
Wedbush Securities
California
$130K -$31.6K -3,713 -20%
Northern Trust
39
Northern Trust
Illinois
$130K +$2.59K +305 +2%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$126K – – –
SS
41
Sunbelt Securities
Texas
$126K +$15.4K +1,808 +14%
FWM
42
Fairhaven Wealth Management
Illinois
$123K – – –
Stifel Financial
43
Stifel Financial
Missouri
$110K +$12K +1,400 +12%
HighTower Advisors
44
HighTower Advisors
Illinois
$106K -$8.24K -972 -7%
SFS
45
Sowell Financial Services
Arkansas
$93K +$1.09K +129 +1%
Creative Planning
46
Creative Planning
Kansas
$86K -$11.6K -1,365 -12%
EFS
47
Essex Financial Services
Connecticut
$85K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$77K – – –
EIP
49
Ellis Investment Partners
Pennsylvania
$44K +$538 +64 +1%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$42K – – –
1
2
3