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LEO

BNY Mellon Strategic Municipals
LEO

83 hedge funds and large institutions have $58.6M 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, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

1% less funds holding

Funds holding: 84 → 83 (-1)

1.35% less ownership

Funds ownership: 15.67% → 14.32% (-1.3%)

16% less capital invested

Capital invested by funds: $70.1M → $58.6M (-$11.4M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
26
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.37M
2
LB
Leo Brokerage
Texas
+$1.92M
3
Ameriprise
Ameriprise
Minnesota
+$651K
4
Wells Fargo
Wells Fargo
California
+$513K
5
AA
AQR Arbitrage
Connecticut
+$435K

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$3.34M
2
RCM
Rivernorth Capital Management
Florida
-$1.33M
3
ACA
Ackerman Capital Advisors
Texas
-$1.21M
4
WAM
Wolverine Asset Management
Illinois
-$1.09M
5
UBS Group
UBS Group
Switzerland
-$791K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$425K +$203K +29,990 +86%
ACA
27
Ackerman Capital Advisors
Texas
$424K -$1.21M -179,034 -74%
PMG
28
ProVise Management Group
Florida
$387K -$48.1K -7,100 -11%
HWAM
29
Hennion & Walsh Asset Management
New Jersey
$373K -$3.34M -492,153 -90%
CA
30
Cornerstone Advisory
Maryland
$368K -$333K -49,158 -47%
AWM
31
AE Wealth Management
Kansas
$358K +$4.07K +601 +1%
Mariner
32
Mariner
Kansas
$337K -$908 -134 -0.3%
BCA
33
Bay Colony Advisors
Massachusetts
$258K +$80.7K +11,898 +48%
WA
34
WealthTrust Axiom
Pennsylvania
$257K +$197 +29 +0.1%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$252K +$3.87K +571 +2%
CMS
36
Capital Market Strategies
Florida
$250K -$6.78K -1,000 -3%
EH
37
Equitable Holdings
New York
$242K -$1.42K -210 -0.6%
LCM
38
Landscape Capital Management
New Jersey
$224K -$161K -23,712 -41%
WKWM
39
Walter & Keenan Wealth Management
Indiana
$197K – – –
MIG
40
Mariner Investment Group
New York
$190K +$125K +18,475 +177%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$188K -$78.3K -11,544 -29%
CA
42
Cetera Advisors
Colorado
$179K – – –
FAG
43
Fortitude Advisory Group
Washington
$177K – – –
ICMP
44
Integrated Capital Management (Pennsylvania)
Pennsylvania
$164K +$8.26K +1,218 +5%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$152K +$158K +23,349 New
SWM
46
SeaCrest Wealth Management
New York
$144K – – –
1WA
47
180 Wealth Advisors
Washington
$143K +$841 +124 +0.6%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$142K -$241K -35,575 -62%
RIG
49
Ramiah Investment Group
Wisconsin
$135K -$80.3K -11,839 -37%
Nomura Holdings
50
Nomura Holdings
Japan
$134K +$136K +20,000 New
1
2
3 4

LEO Hedge Fund Activity: Q2 2022 in Review

83 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q2 2022, worth a combined $58.6M — down 16% from $70.1M a quarter earlier.

Fund positioning in LEO was balanced in Q2 2022: 9 funds opened new positions, 9 closed out, 26 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.37M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $3.34M.

  • 83 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q2 2022, down from 84 in Q1 2022.
  • Funds reported $58.6M of BNY Mellon Strategic Municipals stock for Q2 2022, down 16% quarter-over-quarter.
  • 9 funds opened new BNY Mellon Strategic Municipals positions in Q2 2022 and 9 closed out, a net change of 0 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q2 2022 was Morgan Stanley, an estimated $2.37M added.
  • The largest BNY Mellon Strategic Municipals seller in Q2 2022 was Hennion & Walsh Asset Management, an estimated $3.34M sold.

Based on aggregated 13F filings for Q2 2022.