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LEO

BNY Mellon Strategic Municipals
LEO

71 hedge funds and large institutions have $63.2M invested in BNY Mellon Strategic Municipals in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

2% more capital invested

Capital invested by funds: $62M → $63.2M (+$1.28M)

0.9% less ownership

Funds ownership: 12.23% → 11.33% (-0.9%)

3% less funds holding

Funds holding: 73 → 71 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
21
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.14M
2
UBS Group
UBS Group
Switzerland
+$345K
3
Invesco
Invesco
Georgia
+$316K
4
Morgan Stanley
Morgan Stanley
New York
+$230K
5
WCM
WealthBridge Capital Management
Ohio
+$155K

Top Sellers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
-$2.06M
2
CA
Cornerstone Advisory
Maryland
-$944K
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$591K
4
Northern Trust
Northern Trust
Illinois
-$297K
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$215K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
WealthTrust Axiom
Pennsylvania
$350K +$220 +25 +0.1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$350K +$6.62K +751 +2%
WCM
28
WealthBridge Capital Management
Ohio
$331K +$155K +17,600 +91%
PIA
29
Powell Investment Advisors
Florida
$318K +$3.72K +422 +1%
WKWM
30
Walter & Keenan Wealth Management
Indiana
$269K – – –
CA
31
Cetera Advisors
Colorado
$244K – – –
RIG
32
Ramiah Investment Group
Wisconsin
$221K +$4.03K +457 +2%
TC
33
Telemus Capital
Michigan
$218K – – –
SWM
34
SeaCrest Wealth Management
New York
$197K – – –
MAFM
35
Mid Atlantic Financial Management
Pennsylvania
$192K – – –
1WA
36
180 Wealth Advisors
Washington
$192K +$1.64K +186 +0.9%
AWA
37
Arete Wealth Advisors
Illinois
$178K – – –
MA
38
MJP Associates
Connecticut
$178K – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$172K +$10.4K +1,177 +7%
FWM
40
Fairhaven Wealth Management
Illinois
$167K – – –
WS
41
Wedbush Securities
California
$167K – – –
JMF
42
Johnson Midwest Financial
Iowa
$141K – – –
NL
43
NWAM LLC
Washington
$139K – – –
HCM
44
Hollencrest Capital Management
California
$132K – – –
HighTower Advisors
45
HighTower Advisors
Illinois
$126K – – –
BCA
46
Bay Colony Advisors
Massachusetts
$121K -$3.38K -383 -3%
KPWS
47
Kestra Private Wealth Services
Texas
$116K +$114K +12,930 New
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$102K +$8.88K +1,008 +10%
AWM
49
AE Wealth Management
Kansas
$90K +$26 +3 +0%
KAS
50
Kestra Advisory Services
Texas
$90K +$88.8K +10,078 New
1
2
3

LEO Hedge Fund Activity: Q2 2021 in Review

71 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q2 2021, worth a combined $63.2M — up 2.1% from $62M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of LEO and 3 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 21 added.

The largest buyer was Guggenheim Capital, adding an estimated $1.14M. The largest seller was Robinson Capital Management, cutting an estimated $2.06M.

  • 71 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q2 2021, down from 73 in Q1 2021.
  • Funds reported $63.2M of BNY Mellon Strategic Municipals stock for Q2 2021, up 2.1% quarter-over-quarter.
  • 3 funds opened new BNY Mellon Strategic Municipals positions in Q2 2021 and 5 closed out, a net change of -2 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q2 2021 was Guggenheim Capital, an estimated $1.14M added.
  • The largest BNY Mellon Strategic Municipals seller in Q2 2021 was Robinson Capital Management, an estimated $2.06M sold.

Based on aggregated 13F filings for Q2 2021.