LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

102 hedge funds and large institutions have $135M invested in BNY Mellon Strategic Municipals in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
37
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$29.8M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$8.99M
3
Capstone Investment Advisors
3
Capstone Investment Advisors
New York
$1.74M
4
AAM
4
Advisors Asset Management
Colorado
$1.45M
5
COLIM
5
City of London Investment Management
United Kingdom
$1.41M

Top Sellers

1
AA
1
AQR Arbitrage
Connecticut
$2.11M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.85M
3
RCM
3
Rivernorth Capital Management
Florida
$14.2M
4
NMC
4
Nine Masts Capital
Hong Kong
$161K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$600K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
26
Thoma Capital Management
Maryland
$980K +$980K +162,317 New
Raymond James Financial
27
Raymond James Financial
Florida
$920K +$920K +152,250 New
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$822K +$259K +42,810 +46%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$783K – – –
UBS Group
30
UBS Group
Switzerland
$695K -$72.7K -12,034 -9%
CF
31
Centaurus Financial
California
$683K -$145K -23,975 -17%
LPL Financial
32
LPL Financial
California
$675K -$10.9K -1,801 -2%
AC
33
Almitas Capital
California
$645K +$299K +49,480 +86%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$600K -$253K -41,813 -30%
NWMP
35
Noble Wealth Management PBC
Colorado
$599K +$599K +99,196 New
WAM
36
Wolverine Asset Management
Illinois
$584K +$277K +45,783 +90%
Ameriprise
37
Ameriprise
Minnesota
$520K +$296 +49 +0.1%
HighTower Advisors
38
HighTower Advisors
Illinois
$515K +$142K +23,557 +38%
P
39
&Partners
Tennessee
$495K +$3.76K +610 +0.8%
NFG
40
Nations Financial Group
Iowa
$454K – – –
KeyBank National Association
41
KeyBank National Association
Ohio
$453K – – –
RAM
42
Readystate Asset Management
Illinois
$443K +$443K +73,275 New
1WA
43
180 Wealth Advisors
Washington
$379K -$33.2K -5,494 -8%
MWM
44
Melfa Wealth Management
Massachusetts
$364K +$18.1K +3,000 +5%
Nomura Holdings
45
Nomura Holdings
Japan
$362K +$362K +60,000 New
DWM
46
Daner Wealth Management
Georgia
$319K +$319K +51,900 New
TJHA
47
Thomas J. Herzfeld Advisors
Florida
$297K +$80.7K +13,356 +37%
AGA
48
Arkos Global Advisors
Texas
$288K -$1.65K -273 -0.6%
CA
49
Cornerstone Advisory
Maryland
$264K +$139K +22,210 +110%
Creative Planning
50
Creative Planning
Kansas
$261K +$23.9K +3,951 +10%
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