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LEO

BNY Mellon Strategic Municipals
LEO

65 hedge funds and large institutions have $52.7M 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, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

2% more funds holding

Funds holding: 64 → 65 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more ownership

Funds ownership: 11.92% → 11.92% (+0%)

12% less capital invested

Capital invested by funds: $60.2M → $52.7M (-$7.49M)

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.43%
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
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1M
2
RCM
Robinson Capital Management
Michigan
+$988K
3
GC
Guggenheim Capital
Illinois
+$688K
4
WAM
Wolverine Asset Management
Illinois
+$425K
5
COLIM
City of London Investment Management
United Kingdom
+$384K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisory
Maryland
-$4.66M
2
VanEck Associates
VanEck Associates
New York
-$291K
3
BSW
Buckingham Strategic Wealth
Missouri
-$230K
4
WKWM
Walter & Keenan Wealth Management
Indiana
-$170K
5
SIA
Sit Investment Associates
Minnesota
-$143K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$274K +$20.9K +2,500 +7%
BRWM
27
B. Riley Wealth Management
Tennessee
$250K +$280K +33,500 New
PIA
28
Powell Investment Advisors
Florida
$248K +$3.34K +400 +1%
HCM
29
Hollencrest Capital Management
California
$219K – – –
RIG
30
Ramiah Investment Group
Wisconsin
$193K -$12.3K -1,477 -5%
DAS
31
Dynamic Advisor Solutions
Arizona
$188K – – –
MAM
32
Marquette Asset Management
Minnesota
$188K – – –
SWP
33
Stratos Wealth Partners
Ohio
$186K – – –
CF
34
Centaurus Financial
California
$186K +$209K +25,000 New
DFG
35
Delphi Financial Group
Delaware
$183K – – –
MAFM
36
Mid Atlantic Financial Management
Pennsylvania
$175K +$27.6K +3,300 +16%
SWM
37
SeaCrest Wealth Management
New York
$172K -$5.89K -705 -3%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$163K +$22.9K +2,737 +14%
WS
39
Wedbush Securities
California
$157K +$49K +5,862 +38%
1WA
40
180 Wealth Advisors
Washington
$144K -$6.52K -780 -4%
LCM
41
Landscape Capital Management
New Jersey
$143K +$161K +19,219 New
ACA
42
Ackerman Capital Advisors
Texas
$141K +$158K +18,901 New
Stifel Financial
43
Stifel Financial
Missouri
$117K +$24.2K +2,900 +23%
NL
44
NWAM LLC
Washington
$115K – – –
FWM
45
Fairhaven Wealth Management
Illinois
$108K – – –
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$100K -$12.1K -1,450 -10%
HighTower Advisors
47
HighTower Advisors
Illinois
$93K +$242 +29 +0.2%
Creative Planning
48
Creative Planning
Kansas
$88K +$14.6K +1,746 +17%
SFS
49
Sowell Financial Services
Arkansas
$86K +$5.07K +606 +6%
EFS
50
Essex Financial Services
Connecticut
$75K – – –
1
2
3

LEO Hedge Fund Activity: Q1 2020 in Review

65 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q1 2020, worth a combined $52.7M — down 12% from $60.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new LEO positions and 6 closed out — a net gain of 3 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was UBS Group, adding an estimated $1M. The largest seller was Cornerstone Advisory, cutting an estimated $4.66M.

  • 65 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q1 2020, up from 64 in Q4 2019.
  • Funds reported $52.7M of BNY Mellon Strategic Municipals stock for Q1 2020, down 12% quarter-over-quarter.
  • 9 funds opened new BNY Mellon Strategic Municipals positions in Q1 2020 and 6 closed out, a net change of +3 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q1 2020 was UBS Group, an estimated $1M added.
  • The largest BNY Mellon Strategic Municipals seller in Q1 2020 was Cornerstone Advisory, an estimated $4.66M sold.

Based on aggregated 13F filings for Q1 2020.