LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

80 hedge funds and large institutions have $60.8M invested in BNY Mellon Strategic Municipals in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$5.77M
2
LSC
Logan Stone Capital
Illinois
$3.72M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
$2.28M
4
AA
AQR Arbitrage
Connecticut
$2.51M
5
WAM
Wolverine Asset Management
Illinois
$420K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$5.25M
2
GC
Guggenheim Capital
Illinois
$4.3M
3
WP
Woodline Partners
California
$411K
4
RCM
Robinson Capital Management
Michigan
$3.06M
5
Invesco
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
26
Nations Financial Group
Iowa
$419K – – –
WP
27
Woodline Partners
California
$411K -$558K -104,634 -58%
1WA
28
180 Wealth Advisors
Washington
$405K +$154K +28,976 +62%
Mariner
29
Mariner
Kansas
$273K – – –
SIA
30
Sit Investment Associates
Minnesota
$271K -$124K -23,200 -31%
MWM
31
Melfa Wealth Management
Massachusetts
$264K -$11.1K -2,090 -4%
AWS
32
Atria Wealth Solutions
New York
$264K +$1.98K +370 +0.8%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$250K -$26.6K -5,005 -10%
XF
34
XML Financial
Maryland
$235K -$137K -25,650 -37%
CA
35
Cornerstone Advisory
Maryland
$199K +$7.42K +1,392 +4%
MFG
36
Merit Financial Group
Georgia
$194K +$943 +177 +0.5%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$186K +$629 +118 +0.3%
CMS
38
Capital Market Strategies
Florida
$178K – – –
WKWM
39
Walter & Keenan Wealth Management
Indiana
$160K – – –
PVM
40
Palogic Value Management
Texas
$160K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$147K – – –
WA
42
WealthTrust Axiom
Pennsylvania
$146K -$21.2K -3,984 -13%
FAG
43
Fortitude Advisory Group
Washington
$143K – – –
ICMP
44
Integrated Capital Management (Pennsylvania)
Pennsylvania
$143K +$9.02K +1,693 +7%
API
45
Advisor Partners II
California
$142K +$142K +26,657 New
WI
46
Wintrust Investments
Illinois
$131K +$37.3K +7,000 +40%
IC
47
IEQ Capital
California
$130K +$917 +172 +0.7%
AC
48
Almitas Capital
California
$125K +$125K +23,538 New
SWM
49
SeaCrest Wealth Management
New York
$117K – – –
HighTower Advisors
50
HighTower Advisors
Illinois
$110K +$193 +36 +0.2%
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