LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

88 hedge funds and large institutions have $93.2M invested in BNY Mellon Strategic Municipals in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
24
Increased
25
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LSC
1
Logan Stone Capital
Illinois
$9.27M
2
RCM
2
Rivernorth Capital Management
Florida
$11.1M
3
SCM
3
Saba Capital Management
New York
$4.07M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$5.84M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.66M

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
Wells Fargo
2
Wells Fargo
California
$9.4M
3
GC
3
Guggenheim Capital
Illinois
$3.99M
4
WP
4
Woodline Partners
California
$0
5
Ameriprise
5
Ameriprise
Minnesota
$833K
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$740K +$740K +126,255 New
CRC
27
Curi RMB Capital
Illinois
$733K +$733K +125,000 New
LPL Financial
28
LPL Financial
California
$729K +$58.4K +9,974 +9%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$704K +$704K +120,078 New
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$627K -$33.5K -5,711 -5%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$546K +$546K +93,133 New
1WA
32
180 Wealth Advisors
Washington
$526K +$78.3K +13,302 +17%
NFG
33
Nations Financial Group
Iowa
$460K – – –
HighTower Advisors
34
HighTower Advisors
Illinois
$446K +$325K +55,224 +269%
FPCP
35
Fort Point Capital Partners
California
$445K +$445K +76,011 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$407K +$132K +22,557 +48%
WAM
37
Weiss Asset Management
Massachusetts
$359K +$359K +61,227 New
EC
38
Elequin Capital
New York
$359K +$359K +61,220 New
MWM
39
Melfa Wealth Management
Massachusetts
$354K +$63K +10,751 +22%
Cohen & Steers
40
Cohen & Steers
New York
$352K +$352K +60,000 New
Nomura Holdings
41
Nomura Holdings
Japan
$346K +$346K +59,000 New
Mariner
42
Mariner
Kansas
$325K +$25.1K +4,283 +8%
SIA
43
Sit Investment Associates
Minnesota
$298K – – –
AWS
44
Atria Wealth Solutions
New York
$291K +$2.1K +358 +0.7%
AGA
45
Arkos Global Advisors
Texas
$281K +$281K +48,000 New
RIL
46
Rothschild Investment LLC
Illinois
$234K +$234K +40,000 New
Creative Planning
47
Creative Planning
Kansas
$219K +$219K +37,342 New
MFG
48
Merit Financial Group
Georgia
$197K -$16K -2,734 -8%
WCM
49
WealthBridge Capital Management
Ohio
$197K +$197K +33,607 New
CA
50
Cornerstone Advisory
Maryland
$192K -$26.9K -4,593 -12%
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