LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

85 hedge funds and large institutions have $112M invested in BNY Mellon Strategic Municipals in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
31
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$24.8M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$2.9M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$8.97M
4
AC
4
Almitas Capital
California
$351K
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$346K

Top Sellers

1
LSC
1
Logan Stone Capital
Illinois
$7.23M
2
Wells Fargo
2
Wells Fargo
California
$9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$117K
4
Truist Financial
4
Truist Financial
North Carolina
$0
5
CRC
5
Curi RMB Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$619K +$61.8K +10,105 +11%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$582K +$7.01K +1,145 +1%
NMC
28
Nine Masts Capital
Hong Kong
$565K -$56K -9,157 -9%
NFG
29
Nations Financial Group
Iowa
$478K – – –
1WA
30
180 Wealth Advisors
Washington
$473K -$45.1K -7,244 -9%
FPCP
31
Fort Point Capital Partners
California
$404K +$6.43K +1,050 +2%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$380K +$238K +38,870 +168%
Cohen & Steers
33
Cohen & Steers
New York
$367K – – –
AC
34
Almitas Capital
California
$351K +$351K +57,374 New
MWM
35
Melfa Wealth Management
Massachusetts
$351K +$312 +51 +0.1%
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$346K +$240K +39,255 +228%
HighTower Advisors
37
HighTower Advisors
Illinois
$337K -$49K -8,204 -13%
Nomura Holdings
38
Nomura Holdings
Japan
$303K – – –
AGA
39
Arkos Global Advisors
Texas
$294K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$274K +$74.1K +12,089 +37%
Mariner
41
Mariner
Kansas
$268K -$71.3K -11,650 -21%
RIL
42
Rothschild Investment LLC
Illinois
$245K – – –
Creative Planning
43
Creative Planning
Kansas
$239K +$70.9K +11,590 +42%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$232K -$19.7K -3,219 -8%
WCM
45
WealthBridge Capital Management
Ohio
$232K +$21.4K +3,500 +10%
ICMP
46
Integrated Capital Management (Pennsylvania)
Pennsylvania
$200K +$28.8K +4,709 +17%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$190K +$2.03K +332 +1%
FAG
48
Fortitude Advisory Group
Washington
$171K – – –
KWA
49
Kingswood Wealth Advisors
California
$156K +$156K +25,530 New
NPFS
50
Novak & Powell Financial Services
Florida
$154K +$1.7K +278 +1%
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