LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

82 hedge funds and large institutions have $58.5M invested in BNY Mellon Strategic Municipals in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-2
Holders Change %
-2.38%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
26
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.3M
2
LB
2
Leo Brokerage
Texas
$1.87M
3
Ameriprise
3
Ameriprise
Minnesota
$1.39M
4
Wells Fargo
4
Wells Fargo
California
$1.25M
5
AA
5
AQR Arbitrage
Connecticut
$819K

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$373K
2
RCM
2
Rivernorth Capital Management
Florida
$3.04M
3
ACA
3
Ackerman Capital Advisors
Texas
$424K
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
UBS Group
5
UBS Group
Switzerland
$3.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$425K +$197K +29,990 +86%
ACA
27
Ackerman Capital Advisors
Texas
$424K -$1.18M -179,034 -74%
PMG
28
ProVise Management Group
Florida
$387K -$46.7K -7,100 -11%
HWAM
29
Hennion & Walsh Asset Management
New Jersey
$373K -$3.23M -492,153 -90%
CA
30
Cornerstone Advisory
Maryland
$368K -$324K -49,158 -47%
AWM
31
AE Wealth Management
Kansas
$358K +$3.95K +601 +1%
Mariner
32
Mariner
Kansas
$337K -$883 -134 -0.3%
BCA
33
Bay Colony Advisors
Massachusetts
$258K +$83.1K +11,898 +48%
WA
34
WealthTrust Axiom
Pennsylvania
$257K +$190 +29 +0.1%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$252K +$3.76K +571 +2%
CMS
36
Capital Market Strategies
Florida
$250K -$6.58K -1,000 -3%
EH
37
Equitable Holdings
New York
$242K -$1.38K -210 -0.6%
LCM
38
Landscape Capital Management
New Jersey
$224K -$156K -23,712 -41%
WKWM
39
Walter & Keenan Wealth Management
Indiana
$197K – – –
MIG
40
Mariner Investment Group
New York
$190K +$121K +18,475 +177%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$188K -$75.8K -11,544 -29%
CA
42
Cetera Advisors
Colorado
$179K – – –
FAG
43
Fortitude Advisory Group
Washington
$177K – – –
ICMP
44
Integrated Capital Management (Pennsylvania)
Pennsylvania
$164K +$7.99K +1,218 +5%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$152K +$152K +23,349 New
SWM
46
SeaCrest Wealth Management
New York
$144K – – –
1WA
47
180 Wealth Advisors
Washington
$143K +$836 +124 +0.6%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$142K -$234K -35,575 -62%
Nomura Holdings
49
Nomura Holdings
Japan
$134K +$134K +20,000 New
FWM
50
Fairhaven Wealth Management
Illinois
$122K – – –
1
2
3 4