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LEO

BNY Mellon Strategic Municipals
LEO

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 12 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

8% more funds holding

Funds holding: 78 → 84 (+6)

2.23% more ownership

Funds ownership: 13.44% → 15.67% (+2.2%)

1% less capital invested

Capital invested by funds: $70.8M → $70.1M (-$740K)

Holders
84
Holders Change
+6
Holders Change %
+7.69%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
27
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$3.89M
2
RCM
Robinson Capital Management
Michigan
+$3.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.31M
4
PPA
Parametric Portfolio Associates
Washington
+$1.29M
5
PAS
Park Avenue Securities
New York
+$1.21M

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.98M
2
CA
Cornerstone Advisory
Maryland
-$938K
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$516K
4
Millennium Management
Millennium Management
New York
-$434K
5
Osaic Holdings
Osaic Holdings
Arizona
-$434K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
26
Worth Asset Management
Texas
$671K +$763K +99,787 New
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$556K +$125K +16,381 +27%
PMG
28
ProVise Management Group
Florida
$474K -$273K -35,675 -35%
CWG
29
Crown Wealth Group
North Carolina
$464K -$1.68K -219 -0.3%
DLG
30
Daniel L. Goodwin
$436K +$135K +17,600 +41%
AA
31
AQR Arbitrage
Connecticut
$434K +$462K +60,388 New
LCM
32
Landscape Capital Management
New Jersey
$415K -$48.9K -6,388 -10%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$411K +$86.7K +11,338 +25%
AWM
34
AE Wealth Management
Kansas
$387K +$412K +53,844 New
Mariner
35
Mariner
Kansas
$369K -$9.95K -1,301 -2%
LSC
36
Logan Stone Capital
Illinois
$294K +$313K +40,874 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$288K -$14.2K -1,850 -4%
WA
38
WealthTrust Axiom
Pennsylvania
$281K +$199 +26 +0.1%
CMS
39
Capital Market Strategies
Florida
$280K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$271K +$150K +19,597 +108%
EH
41
Equitable Holdings
New York
$266K -$132K -17,284 -32%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$249K +$196K +25,632 +282%
RIG
43
Ramiah Investment Group
Wisconsin
$233K +$43.6K +5,699 +21%
VF
44
Virtu Financial
New York
$222K +$236K +30,886 New
WKWM
45
Walter & Keenan Wealth Management
Indiana
$216K – – –
WCM
46
WealthBridge Capital Management
Ohio
$202K -$142K -18,500 -40%
CA
47
Cetera Advisors
Colorado
$195K – – –
FAG
48
Fortitude Advisory Group
Washington
$193K – – –
BCA
49
Bay Colony Advisors
Massachusetts
$180K +$192K +25,047 New
ICMP
50
Integrated Capital Management (Pennsylvania)
Pennsylvania
$171K +$182K +23,770 New
1
2
3 4

LEO Hedge Fund Activity: Q1 2022 in Review

84 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q1 2022, worth a combined $70.1M — down 1% from $70.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LEO positions and 6 closed out — a net gain of 6 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $3.89M. The largest seller was Guggenheim Capital, cutting an estimated $1.98M.

  • 84 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q1 2022, up from 78 in Q4 2021.
  • Funds reported $70.1M of BNY Mellon Strategic Municipals stock for Q1 2022, down 1% quarter-over-quarter.
  • 12 funds opened new BNY Mellon Strategic Municipals positions in Q1 2022 and 6 closed out, a net change of +6 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q1 2022 was Rivernorth Capital Management, an estimated $3.89M added.
  • The largest BNY Mellon Strategic Municipals seller in Q1 2022 was Guggenheim Capital, an estimated $1.98M sold.

Based on aggregated 13F filings for Q1 2022.