LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

72 hedge funds and large institutions have $61.8M invested in BNY Mellon Strategic Municipals in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
$3.25M
2
Bank of America
Bank of America
North Carolina
$3.19M
3
Morgan Stanley
Morgan Stanley
New York
$6.83M
4
Invesco
Invesco
Georgia
$1.12M
5
Northern Trust
Northern Trust
Illinois
$297K

Top Sellers

1
CA
Cornerstone Advisory
Maryland
$3.15M
2
KAS
Kestra Advisory Services
Texas
$0
3
ACA
Ackerman Capital Advisors
Texas
$0
4
Millennium Management
Millennium Management
New York
$0
5
SIA
Sit Investment Associates
Minnesota
$792K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$327K +$23.2K +2,723 +8%
PIA
27
Powell Investment Advisors
Florida
$299K +$3.66K +428 +1%
Northern Trust
28
Northern Trust
Illinois
$297K +$297K +34,771 New
WKWM
29
Walter & Keenan Wealth Management
Indiana
$256K – – –
EH
30
Equitable Holdings
New York
$233K +$70.5K +8,250 +43%
CA
31
Cetera Advisors
Colorado
$232K +$232K +27,157 New
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$215K +$215K +25,184 New
TC
33
Telemus Capital
Michigan
$208K +$83.3K +9,750 +67%
SWM
34
SeaCrest Wealth Management
New York
$187K -$9.83K -1,154 -5%
MAFM
35
Mid Atlantic Financial Management
Pennsylvania
$183K -$5.13K -600 -3%
1WA
36
180 Wealth Advisors
Washington
$180K -$1.16K -131 -0.6%
MA
37
MJP Associates
Connecticut
$170K -$20.1K -2,346 -11%
AWA
38
Arete Wealth Advisors
Illinois
$170K -$20.1K -2,346 -11%
WCM
39
WealthBridge Capital Management
Ohio
$165K +$17.1K +2,000 +12%
FWM
40
Fairhaven Wealth Management
Illinois
$159K – – –
WS
41
Wedbush Securities
California
$159K +$50.3K +5,889 +46%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$154K -$215K -25,131 -58%
JMF
43
Johnson Midwest Financial
Iowa
$134K – – –
NL
44
NWAM LLC
Washington
$132K – – –
HCM
45
Hollencrest Capital Management
California
$126K – – –
HighTower Advisors
46
HighTower Advisors
Illinois
$119K -$24K -2,824 -17%
BCA
47
Bay Colony Advisors
Massachusetts
$118K -$120K -14,080 -50%
SFS
48
Sowell Financial Services
Arkansas
$108K +$1.76K +200 +2%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$88K -$8.53K -1,000 -9%
Citigroup
50
Citigroup
New York
$87K +$87K +10,150 New
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