LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

77 hedge funds and large institutions have $70.6M invested in BNY Mellon Strategic Municipals in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+9
Holders Change %
+13.24%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
21
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$10.3M
2
ACA
Ackerman Capital Advisors
Texas
$1.89M
3
RCM
Rivernorth Capital Management
Florida
$1.26M
4
Invesco
Invesco
Georgia
$3.13M
5
PPA
Parametric Portfolio Associates
Washington
$845K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.21M
2
KAS
Kestra Advisory Services
Texas
$87K
3
PAG
Private Advisor Group
New Jersey
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$2.25M
5
CA
Cornerstone Advisory
Maryland
$1.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$517K -$25.4K -3,000 -5%
RCM
27
Robinson Capital Management
Michigan
$476K +$476K +56,415 New
EH
28
Equitable Holdings
New York
$460K +$93.2K +11,000 +25%
Mariner
29
Mariner
Kansas
$445K +$5.64K +667 +1%
Millennium Management
30
Millennium Management
New York
$434K +$434K +51,264 New
WCM
31
WealthBridge Capital Management
Ohio
$394K -$69K -8,150 -15%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$388K +$54.9K +6,484 +16%
DLG
33
Daniel L. Goodwin
$364K – – –
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$356K -$12.5K -1,477 -3%
WA
35
WealthTrust Axiom
Pennsylvania
$331K +$203 +24 +0.1%
CMS
36
Capital Market Strategies
Florida
$330K +$330K +39,005 New
PIA
37
Powell Investment Advisors
Florida
$307K +$3.55K +419 +1%
WKWM
38
Walter & Keenan Wealth Management
Indiana
$254K – – –
CA
39
Cetera Advisors
Colorado
$230K -$65.3K -7,713 -22%
FAG
40
Fortitude Advisory Group
Washington
$228K +$228K +26,876 New
SWM
41
SeaCrest Wealth Management
New York
$186K – – –
1WA
42
180 Wealth Advisors
Washington
$162K +$1.42K +183 +0.9%
NA
43
NewEdge Advisors
Louisiana
$158K +$158K +18,600 New
FWM
44
Fairhaven Wealth Management
Illinois
$157K – – –
WS
45
Wedbush Securities
California
$157K – – –
HCM
46
Hollencrest Capital Management
California
$154K +$29.5K +3,492 +24%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$153K +$667 +79 +0.4%
JMF
48
Johnson Midwest Financial
Iowa
$133K – – –
NL
49
NWAM LLC
Washington
$131K – – –
TC
50
Telemus Capital
Michigan
$124K -$82.8K -9,750 -40%
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