LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

64 hedge funds and large institutions have $52.5M invested in BNY Mellon Strategic Municipals in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
21
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$895K
2
RCM
Robinson Capital Management
Michigan
+$881K
3
GC
Guggenheim Capital
Illinois
+$613K
4
WAM
Wolverine Asset Management
Illinois
+$379K
5
COLIM
City of London Investment Management
United Kingdom
+$344K

Top Sellers

1
CA
Cornerstone Advisory
Maryland
-$4.15M
2
VanEck Associates
VanEck Associates
New York
-$259K
3
BSW
Buckingham Strategic Wealth
Missouri
-$230K
4
WKWM
Walter & Keenan Wealth Management
Indiana
-$170K
5
Northern Trust
Northern Trust
Illinois
-$130K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$274K +$18.6K +2,500 +7%
BRWM
27
B. Riley Wealth Management
Tennessee
$250K +$250K +33,500 New
PIA
28
Powell Investment Advisors
Florida
$248K +$2.99K +400 +1%
HCM
29
Hollencrest Capital Management
California
$219K – – –
MAM
30
Marquette Asset Management
Minnesota
$188K – – –
DAS
31
Dynamic Advisor Solutions
Arizona
$188K – – –
SWP
32
Stratos Wealth Partners
Ohio
$186K – – –
CF
33
Centaurus Financial
California
$186K +$186K +25,000 New
DFG
34
Delphi Financial Group
Delaware
$183K – – –
MAFM
35
Mid Atlantic Financial Management
Pennsylvania
$175K +$24.5K +3,300 +16%
SWM
36
SeaCrest Wealth Management
New York
$172K -$5.25K -705 -3%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$163K +$20.3K +2,737 +14%
WS
38
Wedbush Securities
California
$157K +$43.6K +5,862 +38%
1WA
39
180 Wealth Advisors
Washington
$144K -$5.64K -780 -4%
LCM
40
Landscape Capital Management
New Jersey
$143K +$143K +19,219 New
ACA
41
Ackerman Capital Advisors
Texas
$141K +$141K +18,901 New
Stifel Financial
42
Stifel Financial
Missouri
$117K +$21.5K +2,900 +23%
NL
43
NWAM LLC
Washington
$115K – – –
FWM
44
Fairhaven Wealth Management
Illinois
$108K – – –
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$100K -$10.8K -1,450 -10%
HighTower Advisors
46
HighTower Advisors
Illinois
$93K +$215 +29 +0.2%
Creative Planning
47
Creative Planning
Kansas
$88K +$13K +1,746 +17%
SFS
48
Sowell Financial Services
Arkansas
$86K +$4.5K +606 +6%
EFS
49
Essex Financial Services
Connecticut
$75K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$68K – – –
1
2
3