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LEO

BNY Mellon Strategic Municipals
LEO

75 hedge funds and large institutions have $55.1M 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, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

10% more funds holding

Funds holding: 68 → 75 (+7)

5% more capital invested

Capital invested by funds: $52.4M → $55.1M (+$2.72M)

0.28% more ownership

Funds ownership: 10.67% → 10.95% (+0.28%)

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
21
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
+$1.71M
2
KAS
Kestra Advisory Services
Texas
+$1.1M
3
ACA
Ackerman Capital Advisors
Texas
+$603K
4
Bank of America
Bank of America
North Carolina
+$561K
5
PAG
Private Advisor Group
New Jersey
+$362K

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$1.06M
2
CA
Cornerstone Advisory
Maryland
-$977K
3
GC
Guggenheim Capital
Illinois
-$916K
4
Invesco
Invesco
Georgia
-$733K
5
BRWM
B. Riley Wealth Management
Tennessee
-$277K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
WealthTrust Axiom
Pennsylvania
$331K +$217 +26 +0.1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$302K +$1.02K +123 +0.3%
Millennium Management
28
Millennium Management
New York
$299K +$293K +35,162 New
PIA
29
Powell Investment Advisors
Florida
$294K +$3.62K +434 +1%
WKWM
30
Walter & Keenan Wealth Management
Indiana
$255K – – –
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$237K -$77.8K -9,342 -25%
BCA
32
Bay Colony Advisors
Massachusetts
$237K +$2.11K +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 – – –
RIG
38
Ramiah Investment Group
Wisconsin
$192K -$32.6K -3,915 -15%
AWA
39
Arete Wealth Advisors
Illinois
$189K – – –
MA
40
MJP Associates
Connecticut
$189K +$185K +22,231 New
MAFM
41
Mid Atlantic Financial Management
Pennsylvania
$187K – – –
1WA
42
180 Wealth Advisors
Washington
$171K +$1.64K +197 +1%
EH
43
Equitable Holdings
New York
$161K +$158K +19,002 New
FWM
44
Fairhaven Wealth Management
Illinois
$158K – – –
WCM
45
WealthBridge Capital Management
Ohio
$147K +$46.7K +5,600 +48%
HighTower Advisors
46
HighTower Advisors
Illinois
$143K +$35.4K +4,252 +34%
Stifel Financial
47
Stifel Financial
Missouri
$137K +$2.71K +325 +2%
JMF
48
Johnson Midwest Financial
Iowa
$134K +$131K +15,733 New
NL
49
NWAM LLC
Washington
$132K – – –
HCM
50
Hollencrest Capital Management
California
$125K – – –
1
2
3 4

LEO Hedge Fund Activity: Q4 2020 in Review

75 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q4 2020, worth a combined $55.1M — up 5.2% from $52.4M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new LEO positions and 8 closed out — a net gain of 7 holders — while 21 added to existing stakes and 14 trimmed.

The largest buyer was Robinson Capital Management, opening a new position worth an estimated $1.71M. The largest seller was Nuveen, exiting entirely with an estimated $1.06M sold.

  • 75 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q4 2020, up from 68 in Q3 2020.
  • Funds reported $55.1M of BNY Mellon Strategic Municipals stock for Q4 2020, up 5.2% quarter-over-quarter.
  • 15 funds opened new BNY Mellon Strategic Municipals positions in Q4 2020 and 8 closed out, a net change of +7 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q4 2020 was Robinson Capital Management, an estimated $1.71M added.
  • The largest BNY Mellon Strategic Municipals seller in Q4 2020 was Nuveen, an estimated $1.06M sold.

Based on aggregated 13F filings for Q4 2020.