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LEO

BNY Mellon Strategic Municipals
LEO

69 hedge funds and large institutions have $63M invested in BNY Mellon Strategic Municipals in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

0.32% more ownership

Funds ownership: 11.33% → 11.65% (+0.32%)

0% less capital invested

Capital invested by funds: $63.2M → $63M (-$196K)

3% less funds holding

Funds holding: 71 → 69 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
20
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.52M
2
Invesco
Invesco
Georgia
+$937K
3
KAS
Kestra Advisory Services
Texas
+$915K
4
ACA
Ackerman Capital Advisors
Texas
+$486K
5
Mariner
Mariner
Kansas
+$475K

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.37M
2
RCM
Robinson Capital Management
Michigan
-$1.31M
3
Osaic Holdings
Osaic Holdings
Arizona
-$686K
4
UBS Group
UBS Group
Switzerland
-$140K
5
BCA
Bay Colony Advisors
Massachusetts
-$121K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$378K +$40.8K +4,458 +11%
EH
27
Equitable Holdings
New York
$377K +$35.2K +3,850 +10%
DLG
28
Daniel L. Goodwin
$375K – – –
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$342K -$18.7K -2,041 -5%
WA
30
WealthTrust Axiom
Pennsylvania
$340K +$219 +24 +0.1%
PIA
31
Powell Investment Advisors
Florida
$312K +$3.7K +405 +1%
CA
32
Cetera Advisors
Colorado
$303K +$70.5K +7,713 +28%
WKWM
33
Walter & Keenan Wealth Management
Indiana
$261K – – –
RIG
34
Ramiah Investment Group
Wisconsin
$226K +$13.1K +1,433 +6%
TC
35
Telemus Capital
Michigan
$212K – – –
SWM
36
SeaCrest Wealth Management
New York
$191K – – –
1WA
37
180 Wealth Advisors
Washington
$179K +$1.13K +124 +0.6%
MAFM
38
Mid Atlantic Financial Management
Pennsylvania
$177K -$9.14K -1,000 -5%
AWA
39
Arete Wealth Advisors
Illinois
$173K – – –
MA
40
MJP Associates
Connecticut
$173K – – –
WS
41
Wedbush Securities
California
$162K -$82 -9 -0%
FWM
42
Fairhaven Wealth Management
Illinois
$162K – – –
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$157K -$10.8K -1,177 -6%
JMF
44
Johnson Midwest Financial
Iowa
$137K – – –
NL
45
NWAM LLC
Washington
$135K – – –
HCM
46
Hollencrest Capital Management
California
$128K – – –
HighTower Advisors
47
HighTower Advisors
Illinois
$122K – – –
KPWS
48
Kestra Private Wealth Services
Texas
$113K +$110 +12 +0.1%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$98K -$73 -8 -0.1%
AWM
50
AE Wealth Management
Kansas
$87K – – –
1
2
3

LEO Hedge Fund Activity: Q3 2021 in Review

69 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q3 2021, worth a combined $63M — down 0.31% from $63.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of LEO and 4 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 20 added.

The largest buyer was Guggenheim Capital, adding an estimated $1.52M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $1.37M.

  • 69 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q3 2021, down from 71 in Q2 2021.
  • Funds reported $63M of BNY Mellon Strategic Municipals stock for Q3 2021, down 0.31% quarter-over-quarter.
  • 4 funds opened new BNY Mellon Strategic Municipals positions in Q3 2021 and 6 closed out, a net change of -2 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q3 2021 was Guggenheim Capital, an estimated $1.52M added.
  • The largest BNY Mellon Strategic Municipals seller in Q3 2021 was Hennion & Walsh Asset Management, an estimated $1.37M sold.

Based on aggregated 13F filings for Q3 2021.