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LEO

BNY Mellon Strategic Municipals
LEO

78 hedge funds and large institutions have $70.8M invested in BNY Mellon Strategic Municipals in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

13% more funds holding

Funds holding: 69 → 78 (+9)

12% more capital invested

Capital invested by funds: $63M → $70.8M (+$7.75M)

1.79% more ownership

Funds ownership: 11.65% → 13.44% (+1.8%)

Holders
78
Holders Change
+9
Holders Change %
+13.04%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
22
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.24M
2
ACA
Ackerman Capital Advisors
Texas
+$1.44M
3
RCM
Rivernorth Capital Management
Florida
+$1.26M
4
Invesco
Invesco
Georgia
+$847K
5
PPA
Parametric Portfolio Associates
Washington
+$845K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.22M
2
KAS
Kestra Advisory Services
Texas
-$847K
3
PAG
Private Advisor Group
New Jersey
-$756K
4
Osaic Holdings
Osaic Holdings
Arizona
-$410K
5
CA
Cornerstone Advisory
Maryland
-$250K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$517K -$25.4K -3,000 -5%
RCM
27
Robinson Capital Management
Michigan
$476K +$478K +56,415 New
EH
28
Equitable Holdings
New York
$460K +$93.2K +11,000 +25%
Mariner
29
Mariner
Kansas
$445K +$5.65K +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
RIG
41
Ramiah Investment Group
Wisconsin
$226K +$5.33K +629 +2%
SWM
42
SeaCrest Wealth Management
New York
$186K – – –
1WA
43
180 Wealth Advisors
Washington
$162K +$1.55K +183 +0.9%
NA
44
NewEdge Advisors
Louisiana
$158K +$158K +18,600 New
FWM
45
Fairhaven Wealth Management
Illinois
$157K – – –
WS
46
Wedbush Securities
California
$157K – – –
HCM
47
Hollencrest Capital Management
California
$154K +$29.6K +3,492 +24%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$153K +$669 +79 +0.4%
JMF
49
Johnson Midwest Financial
Iowa
$133K – – –
NL
50
NWAM LLC
Washington
$131K – – –
1
2
3 4

LEO Hedge Fund Activity: Q4 2021 in Review

78 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q4 2021, worth a combined $70.8M — up 12% from $63M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LEO positions and 6 closed out — a net gain of 10 holders — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.24M. The largest seller was Bank of America, cutting an estimated $1.22M.

  • 78 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q4 2021, up from 69 in Q3 2021.
  • Funds reported $70.8M of BNY Mellon Strategic Municipals stock for Q4 2021, up 12% quarter-over-quarter.
  • 16 funds opened new BNY Mellon Strategic Municipals positions in Q4 2021 and 6 closed out, a net change of +10 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q4 2021 was Morgan Stanley, an estimated $3.24M added.
  • The largest BNY Mellon Strategic Municipals seller in Q4 2021 was Bank of America, an estimated $1.22M sold.

Based on aggregated 13F filings for Q4 2021.