LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

89 hedge funds and large institutions have $130M invested in BNY Mellon Strategic Municipals in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
26
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$7.18M
2
RCM
2
Rivernorth Capital Management
Florida
$15.7M
3
SCM
3
Saba Capital Management
New York
$28.9M
4
SIA
4
Sit Investment Associates
Minnesota
$1.8M
5
1CP
5
1607 Capital Partners
Virginia
$1.54M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$828K
2
LCM
2
Landscape Capital Management
New Jersey
$0
3
WAM
3
Wolverine Asset Management
Illinois
$332K
4
AA
4
AQR Arbitrage
Connecticut
$3.06M
5
Wells Fargo
5
Wells Fargo
California
$9.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$828K -$1.63M -250,228 -66%
RJA
27
Raymond James & Associates
Florida
$794K -$109K -16,793 -12%
LPL Financial
28
LPL Financial
California
$740K +$64.8K +9,954 +10%
BBPWM
29
Blue Bell Private Wealth Management
Pennsylvania
$608K +$240K +36,885 +65%
Ameriprise
30
Ameriprise
Minnesota
$560K -$98.9K -15,193 -15%
P
31
&Partners
Tennessee
$518K +$518K +79,646 New
NFG
32
Nations Financial Group
Iowa
$489K -$19.5K -3,000 -4%
KeyBank National Association
33
KeyBank National Association
Ohio
$488K +$488K +75,000 New
NMC
34
Nine Masts Capital
Hong Kong
$478K -$123K -18,920 -20%
1WA
35
180 Wealth Advisors
Washington
$444K -$50.8K -7,797 -10%
HighTower Advisors
36
HighTower Advisors
Illinois
$398K +$33.8K +5,240 +9%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$396K -$8.31K -1,276 -2%
AC
38
Almitas Capital
California
$374K – – –
MWM
39
Melfa Wealth Management
Massachusetts
$373K – – –
WAM
40
Wolverine Asset Management
Illinois
$332K -$990K -152,066 -75%
AGA
41
Arkos Global Advisors
Texas
$312K – – –
RIL
42
Rothschild Investment LLC
Illinois
$260K – – –
Creative Planning
43
Creative Planning
Kansas
$255K +$1.34K +206 +0.5%
LF
44
Lee Financial
Texas
$248K +$248K +38,012 New
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$248K +$1.43K +219 +0.6%
WCM
46
WealthBridge Capital Management
Ohio
$247K – – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$238K -$53.6K -8,224 -18%
TJHA
48
Thomas J. Herzfeld Advisors
Florida
$233K +$233K +35,789 New
ICMP
49
Integrated Capital Management (Pennsylvania)
Pennsylvania
$208K -$5.05K -775 -2%
FAG
50
Fortitude Advisory Group
Washington
$181K – – –
1
2
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