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LEO

BNY Mellon Strategic Municipals
LEO

89 hedge funds and large institutions have $93.3M invested in BNY Mellon Strategic Municipals in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

54% more capital invested

Capital invested by funds: $60.8M → $93.3M (+$32.5M)

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

11% more funds holding

Funds holding: 80 → 89 (+9)

7.25% more ownership

Funds ownership: 18.31% → 25.56% (+7.3%)

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
25
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LSC
Logan Stone Capital
Illinois
+$4.87M
2
RCM
Rivernorth Capital Management
Florida
+$4.47M
3
SCM
Saba Capital Management
New York
+$3.82M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$3.12M
5
Morgan Stanley
Morgan Stanley
New York
+$2.71M

Top Sellers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
-$3.06M
2
Wells Fargo
Wells Fargo
California
-$1.47M
3
GC
Guggenheim Capital
Illinois
-$688K
4
WP
Woodline Partners
California
-$411K
5
Ameriprise
Ameriprise
Minnesota
-$206K
Name Holding Trade Value Shares
Change 		Change in
Stake
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$740K +$694K +126,255 New
CRC
27
Curi RMB Capital
Illinois
$733K +$687K +125,000 New
LPL Financial
28
LPL Financial
California
$729K +$54.8K +9,974 +9%
N
29
Nuveen
North Carolina
$704K +$660K +120,078 New
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$627K -$31.4K -5,711 -5%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$546K +$512K +93,133 New
1WA
32
180 Wealth Advisors
Washington
$526K +$73.1K +13,302 +17%
NFG
33
Nations Financial Group
Iowa
$460K – – –
HighTower Advisors
34
HighTower Advisors
Illinois
$446K +$304K +55,224 +269%
FPCP
35
Fort Point Capital Partners
California
$445K +$418K +76,011 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$407K +$124K +22,557 +48%
WAM
37
Weiss Asset Management
Massachusetts
$359K +$337K +61,227 New
EC
38
Elequin Capital
New York
$359K +$337K +61,220 New
MWM
39
Melfa Wealth Management
Massachusetts
$354K +$59.1K +10,751 +22%
Cohen & Steers
40
Cohen & Steers
New York
$352K +$330K +60,000 New
Nomura Holdings
41
Nomura Holdings
Japan
$346K +$324K +59,000 New
Mariner
42
Mariner
Kansas
$325K +$23.6K +4,283 +8%
SIA
43
Sit Investment Associates
Minnesota
$298K – – –
AWS
44
Atria Wealth Solutions
New York
$291K +$1.97K +358 +0.7%
AGA
45
Arkos Global Advisors
Texas
$281K +$264K +48,000 New
RIL
46
Rothschild Investment LLC
Illinois
$234K +$220K +40,000 New
Creative Planning
47
Creative Planning
Kansas
$219K +$205K +37,342 New
MFG
48
Merit Financial Group
Georgia
$197K -$15K -2,734 -8%
WCM
49
WealthBridge Capital Management
Ohio
$197K +$185K +33,607 New
CA
50
Cornerstone Advisory
Maryland
$192K -$25.3K -4,593 -12%
1
2
3 4 5

LEO Hedge Fund Activity: Q4 2023 in Review

89 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q4 2023, worth a combined $93.3M — up 54% from $60.8M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new LEO positions and 13 closed out — a net gain of 12 holders — while 25 added to existing stakes and 21 trimmed.

The largest buyer was Logan Stone Capital, adding an estimated $4.87M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $3.06M sold.

  • 89 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q4 2023, up from 80 in Q3 2023.
  • Funds reported $93.3M of BNY Mellon Strategic Municipals stock for Q4 2023, up 54% quarter-over-quarter.
  • 25 funds opened new BNY Mellon Strategic Municipals positions in Q4 2023 and 13 closed out, a net change of +12 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q4 2023 was Logan Stone Capital, an estimated $4.87M added.
  • The largest BNY Mellon Strategic Municipals seller in Q4 2023 was Robinson Capital Management, an estimated $3.06M sold.

Based on aggregated 13F filings for Q4 2023.