LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

84 hedge funds and large institutions have $70.1M invested in BNY Mellon Strategic Municipals in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
26
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$4.73M
2
RCM
Robinson Capital Management
Michigan
$3.52M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.23M
4
PPA
Parametric Portfolio Associates
Washington
$1.93M
5
PAS
Park Avenue Securities
New York
$1.14M

Top Sellers

1
GC
Guggenheim Capital
Illinois
$7.93M
2
CA
Cornerstone Advisory
Maryland
$756K
3
HWAM
Hennion & Walsh Asset Management
New Jersey
$3.95M
4
Millennium Management
Millennium Management
New York
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Worth Asset Management
Texas
$671K +$671K +99,787 New
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$556K +$118K +16,381 +27%
PMG
28
ProVise Management Group
Florida
$474K -$256K -35,675 -35%
CWG
29
Crown Wealth Group
North Carolina
$464K -$1.58K -219 -0.3%
DLG
30
Daniel L. Goodwin
$436K +$127K +17,600 +41%
AA
31
AQR Arbitrage
Connecticut
$434K +$434K +60,388 New
LCM
32
Landscape Capital Management
New Jersey
$415K -$45.9K -6,388 -10%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$411K +$81.6K +11,338 +25%
AWM
34
AE Wealth Management
Kansas
$387K +$387K +53,844 New
Mariner
35
Mariner
Kansas
$369K -$9.36K -1,301 -2%
LSC
36
Logan Stone Capital
Illinois
$294K +$294K +40,874 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$288K -$13.3K -1,850 -4%
WA
38
WealthTrust Axiom
Pennsylvania
$281K +$187 +26 +0.1%
CMS
39
Capital Market Strategies
Florida
$280K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$271K +$141K +19,597 +108%
EH
41
Equitable Holdings
New York
$266K -$124K -17,284 -32%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$249K +$184K +25,632 +282%
RIG
43
Ramiah Investment Group
Wisconsin
$233K +$233K +32,358 New
VF
44
Virtu Financial
New York
$222K +$222K +30,886 New
WKWM
45
Walter & Keenan Wealth Management
Indiana
$216K – – –
WCM
46
WealthBridge Capital Management
Ohio
$202K -$133K -18,500 -40%
CA
47
Cetera Advisors
Colorado
$195K – – –
FAG
48
Fortitude Advisory Group
Washington
$193K – – –
BCA
49
Bay Colony Advisors
Massachusetts
$180K +$180K +25,047 New
ICMP
50
Integrated Capital Management (Pennsylvania)
Pennsylvania
$171K +$171K +23,770 New
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