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LEO

BNY Mellon Strategic Municipals
LEO

80 hedge funds and large institutions have $50.8M invested in BNY Mellon Strategic Municipals in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.89% less ownership

Funds ownership: 14.32% → 13.44% (-0.89%)

4% less funds holding

Funds holding: 83 → 80 (-3)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

13% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 23

13% less capital invested

Capital invested by funds: $58.6M → $50.8M (-$7.86M)

Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.97M
2
GC
Guggenheim Capital
Illinois
+$1.01M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$330K
4
XF
XML Financial
Maryland
+$255K
5
FAIM
Financial Advocates Investment Management
Washington
+$250K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$1.96M
2
RCM
Robinson Capital Management
Michigan
-$1.44M
3
Invesco
Invesco
Georgia
-$617K
4
Morgan Stanley
Morgan Stanley
New York
-$597K
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$433K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$366K -$31K -4,643 -7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$361K +$206K +30,796 +108%
Mariner
28
Mariner
Kansas
$311K – – –
PMG
29
ProVise Management Group
Florida
$268K -$98.6K -14,741 -25%
CA
30
Cornerstone Advisory
Maryland
$258K -$89.9K -13,437 -24%
MIG
31
Mariner Investment Group
New York
$252K +$84.4K +12,622 +44%
WA
32
WealthTrust Axiom
Pennsylvania
$238K +$134 +20 +0.1%
XF
33
XML Financial
Maryland
$232K +$255K +38,150 New
CMS
34
Capital Market Strategies
Florida
$231K – – –
FAIM
35
Financial Advocates Investment Management
Washington
$227K +$250K +37,371 New
BCA
36
Bay Colony Advisors
Massachusetts
$225K +$956 +143 +0.4%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$222K -$11.9K -1,774 -5%
WKWM
38
Walter & Keenan Wealth Management
Indiana
$182K – – –
EH
39
Equitable Holdings
New York
$181K -$47.3K -7,074 -19%
NFG
40
Nations Financial Group
Iowa
$174K +$191K +28,550 New
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$172K +$33.4K +5,000 +21%
CA
42
Cetera Advisors
Colorado
$165K – – –
RIG
43
Ramiah Investment Group
Wisconsin
$164K +$43.5K +6,505 +32%
FAG
44
Fortitude Advisory Group
Washington
$163K – – –
ICMP
45
Integrated Capital Management (Pennsylvania)
Pennsylvania
$149K -$3.03K -453 -2%
KAS
46
Kestra Advisory Services
Texas
$149K +$46.7K +6,980 +40%
WWM
47
Western Wealth Management
Colorado
$138K +$152K +22,762 New
SWM
48
SeaCrest Wealth Management
New York
$133K – – –
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$130K -$1.16K -174 -0.8%
1WA
50
180 Wealth Advisors
Washington
$130K +$996 +149 +0.7%
1
2
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LEO Hedge Fund Activity: Q3 2022 in Review

80 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q3 2022, worth a combined $50.8M — down 13% from $58.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of LEO and 7 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 20 added.

The largest buyer was Wells Fargo, adding an estimated $1.97M. The largest seller was Rivernorth Capital Management, cutting an estimated $1.96M.

  • 80 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q3 2022, down from 83 in Q2 2022.
  • Funds reported $50.8M of BNY Mellon Strategic Municipals stock for Q3 2022, down 13% quarter-over-quarter.
  • 7 funds opened new BNY Mellon Strategic Municipals positions in Q3 2022 and 8 closed out, a net change of -1 holder.
  • The largest BNY Mellon Strategic Municipals buyer in Q3 2022 was Wells Fargo, an estimated $1.97M added.
  • The largest BNY Mellon Strategic Municipals seller in Q3 2022 was Rivernorth Capital Management, an estimated $1.96M sold.

Based on aggregated 13F filings for Q3 2022.