LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

82 hedge funds and large institutions have $99.8M invested in BNY Mellon Strategic Municipals in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-6
Holders Change %
-6.82%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
28
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$9.45M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
$8.26M
3
GC
Guggenheim Capital
Illinois
$5.24M
4
Wells Fargo
Wells Fargo
California
$10.6M
5
NMC
Nine Masts Capital
Hong Kong
$619K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$4.53M
2
AC
Almitas Capital
California
$0
3
WAM
Weiss Asset Management
Massachusetts
$0
4
EC
Elequin Capital
New York
$0
5
Ameriprise
Ameriprise
Minnesota
$556K
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
26
Curi RMB Capital
Illinois
$763K – – –
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$741K +$6.12K +1,000 +0.8%
NMC
28
Nine Masts Capital
Hong Kong
$619K +$619K +101,459 New
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$593K -$59.6K -9,769 -9%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$573K +$4.97K +814 +0.9%
Ameriprise
31
Ameriprise
Minnesota
$556K -$312K -51,119 -36%
1WA
32
180 Wealth Advisors
Washington
$508K -$37.2K -6,097 -7%
NFG
33
Nations Financial Group
Iowa
$476K -$2.75K -450 -0.6%
FPCP
34
Fort Point Capital Partners
California
$396K -$67.6K -11,085 -15%
HighTower Advisors
35
HighTower Advisors
Illinois
$385K -$66K -11,085 -15%
Cohen & Steers
36
Cohen & Steers
New York
$366K – – –
MWM
37
Melfa Wealth Management
Massachusetts
$349K -$19.1K -3,124 -5%
Mariner
38
Mariner
Kansas
$338K – – –
SIA
39
Sit Investment Associates
Minnesota
$310K – – –
Nomura Holdings
40
Nomura Holdings
Japan
$302K -$58K -9,500 -16%
AGA
41
Arkos Global Advisors
Texas
$293K – – –
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$251K -$174K -28,438 -41%
RIL
43
Rothschild Investment LLC
Illinois
$244K – – –
AWS
44
Atria Wealth Solutions
New York
$240K -$63.7K -10,415 -21%
WCM
45
WealthBridge Capital Management
Ohio
$210K +$4.88K +800 +2%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$199K +$37.4K +6,135 +23%
CA
47
Cornerstone Advisory
Maryland
$193K -$6.37K -1,044 -3%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$187K +$74.3K +12,173 +66%
ICMP
49
Integrated Capital Management (Pennsylvania)
Pennsylvania
$171K +$5.53K +906 +3%
FAG
50
Fortitude Advisory Group
Washington
$170K +$6.1K +1,000 +4%
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