LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

74 hedge funds and large institutions have $54.9M invested in BNY Mellon Strategic Municipals in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
21
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
+$1.74M
2
KAS
Kestra Advisory Services
Texas
+$1.12M
3
ACA
Ackerman Capital Advisors
Texas
+$614K
4
Bank of America
Bank of America
North Carolina
+$572K
5
PAG
Private Advisor Group
New Jersey
+$368K

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$1.06M
2
CA
Cornerstone Advisory
Maryland
-$995K
3
GC
Guggenheim Capital
Illinois
-$933K
4
Invesco
Invesco
Georgia
-$746K
5
BRWM
B. Riley Wealth Management
Tennessee
-$277K
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
WealthTrust Axiom
Pennsylvania
$331K +$220 +26 +0.1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$302K +$1.04K +123 +0.3%
Millennium Management
28
Millennium Management
New York
$299K +$299K +35,162 New
PIA
29
Powell Investment Advisors
Florida
$294K +$3.69K +434 +1%
WKWM
30
Walter & Keenan Wealth Management
Indiana
$255K – – –
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$237K -$79.3K -9,342 -25%
BCA
32
Bay Colony Advisors
Massachusetts
$237K +$2.15K +253 +0.9%
DAS
33
Dynamic Advisor Solutions
Arizona
$215K – – –
MAM
34
Marquette Asset Management
Minnesota
$214K – – –
SWP
35
Stratos Wealth Partners
Ohio
$212K – – –
DFG
36
Delphi Financial Group
Delaware
$208K – – –
SWM
37
SeaCrest Wealth Management
New York
$196K – – –
AWA
38
Arete Wealth Advisors
Illinois
$189K – – –
MA
39
MJP Associates
Connecticut
$189K +$189K +22,231 New
MAFM
40
Mid Atlantic Financial Management
Pennsylvania
$187K – – –
1WA
41
180 Wealth Advisors
Washington
$171K +$1.64K +197 +1%
EH
42
Equitable Holdings
New York
$161K +$161K +19,002 New
FWM
43
Fairhaven Wealth Management
Illinois
$158K – – –
WCM
44
WealthBridge Capital Management
Ohio
$147K +$47.6K +5,600 +48%
HighTower Advisors
45
HighTower Advisors
Illinois
$143K +$36.1K +4,252 +34%
Stifel Financial
46
Stifel Financial
Missouri
$137K +$2.77K +325 +2%
JMF
47
Johnson Midwest Financial
Iowa
$134K +$134K +15,733 New
NL
48
NWAM LLC
Washington
$132K – – –
HCM
49
Hollencrest Capital Management
California
$125K – – –
TC
50
Telemus Capital
Michigan
$124K +$124K +14,600 New
1
2
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