We are live on ! Find out more
LEO

BNY Mellon Strategic Municipals
LEO

81 hedge funds and large institutions have $53.9M invested in BNY Mellon Strategic Municipals in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

Capital invested by funds: $54M → $53.9M (-$101K)

0.22% less ownership

Funds ownership: 14.19% → 13.97% (-0.22%)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

2% less funds holding

Funds holding: 83 → 81 (-2)

Holders
81
Holders Change
-2
Holders Change %
-2.41%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
21
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.32M
2
VanEck Associates
VanEck Associates
New York
+$722K
3
RCM
Robinson Capital Management
Michigan
+$619K
4
Bank of America
Bank of America
North Carolina
+$363K
5
Walleye Capital
Walleye Capital
New York
+$235K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$2.52M
2
Invesco
Invesco
Georgia
-$564K
3
WAM
Worth Asset Management
Texas
-$540K
4
ACA
Ackerman Capital Advisors
Texas
-$430K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$368K
Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
26
180 Wealth Advisors
Washington
$303K +$44.5K +7,042 +17%
XF
27
XML Financial
Maryland
$279K – – –
WP
28
Woodline Partners
California
$268K -$353K -55,944 -57%
FAIM
29
Financial Advocates Investment Management
Washington
$250K +$17.1K +2,711 +7%
MWM
30
Melfa Wealth Management
Massachusetts
$238K +$97.3K +15,408 +68%
Walleye Capital
31
Walleye Capital
New York
$232K +$235K +37,152 New
CA
32
Cornerstone Advisory
Maryland
$214K -$32.6K -5,159 -13%
CMS
33
Capital Market Strategies
Florida
$210K -$18.9K -3,000 -8%
WA
34
WealthTrust Axiom
Pennsylvania
$195K +$158 +25 +0.1%
PVM
35
Palogic Value Management
Texas
$187K -$25.3K -4,000 -12%
WKWM
36
Walter & Keenan Wealth Management
Indiana
$187K – – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$178K -$88.4K -14,010 -33%
FAG
38
Fortitude Advisory Group
Washington
$168K – – –
ICMP
39
Integrated Capital Management (Pennsylvania)
Pennsylvania
$149K +$8.54K +1,353 +6%
PMG
40
ProVise Management Group
Florida
$146K -$34.7K -5,500 -19%
SWM
41
SeaCrest Wealth Management
New York
$137K – – –
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$136K +$138K +21,852 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$130K – – –
LCM
44
Landscape Capital Management
New Jersey
$130K -$41K -6,503 -24%
Nomura Holdings
45
Nomura Holdings
Japan
$125K +$126K +20,000 New
KAS
46
Kestra Advisory Services
Texas
$116K +$865 +137 +0.7%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$114K -$10.6K -1,680 -8%
NA
48
NewEdge Advisors
Louisiana
$100K +$4.42K +700 +5%
JMF
49
Johnson Midwest Financial
Iowa
$98.2K – – –
US Bancorp
50
US Bancorp
Minnesota
$97.3K +$63.7K +10,087 +183%
1
2
3 4

LEO Hedge Fund Activity: Q1 2023 in Review

81 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q1 2023, worth a combined $53.9M — down 0.19% from $54M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of LEO and 12 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 21 added.

The largest buyer was Wells Fargo, adding an estimated $3.32M. The largest seller was Guggenheim Capital, cutting an estimated $2.52M.

  • 81 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q1 2023, down from 83 in Q4 2022.
  • Funds reported $53.9M of BNY Mellon Strategic Municipals stock for Q1 2023, down 0.19% quarter-over-quarter.
  • 12 funds opened new BNY Mellon Strategic Municipals positions in Q1 2023 and 13 closed out, a net change of -1 holder.
  • The largest BNY Mellon Strategic Municipals buyer in Q1 2023 was Wells Fargo, an estimated $3.32M added.
  • The largest BNY Mellon Strategic Municipals seller in Q1 2023 was Guggenheim Capital, an estimated $2.52M sold.

Based on aggregated 13F filings for Q1 2023.