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LEO

BNY Mellon Strategic Municipals
LEO

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

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

54% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 24

15% more funds holding

Funds holding: 89 → 102 (+13)

3.81% more ownership

Funds ownership: 32.04% → 35.85% (+3.8%)

4% more capital invested

Capital invested by funds: $130M → $135M (+$5.11M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
1.34%
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

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$3.13M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$2.43M
3
Capstone Investment Advisors
Capstone Investment Advisors
New York
+$1.81M
4
AAM
Advisors Asset Management
Colorado
+$1.51M
5
COLIM
City of London Investment Management
United Kingdom
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
AA
AQR Arbitrage
Connecticut
-$764K
2
Morgan Stanley
Morgan Stanley
New York
-$655K
3
RCM
Rivernorth Capital Management
Florida
-$418K
4
NMC
Nine Masts Capital
Hong Kong
-$295K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$264K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
26
Thoma Capital Management
Maryland
$980K +$1.02M +162,317 New
Raymond James Financial
27
Raymond James Financial
Florida
$920K +$960K +152,250 New
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$822K +$270K +42,810 +46%
N
29
Nuveen
North Carolina
$783K – – –
UBS Group
30
UBS Group
Switzerland
$695K -$75.9K -12,034 -9%
CF
31
Centaurus Financial
California
$683K -$151K -23,975 -17%
LPL Financial
32
LPL Financial
California
$675K -$11.4K -1,801 -2%
AC
33
Almitas Capital
California
$645K +$312K +49,480 +86%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$600K -$264K -41,813 -30%
NWMP
35
Noble Wealth Management PBC
Colorado
$599K +$626K +99,196 New
WAM
36
Wolverine Asset Management
Illinois
$584K +$289K +45,783 +90%
Ameriprise
37
Ameriprise
Minnesota
$520K +$309 +49 +0.1%
HighTower Advisors
38
HighTower Advisors
Illinois
$515K +$149K +23,557 +38%
P
39
&Partners
Tennessee
$495K +$3.85K +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 +$462K +73,275 New
1WA
43
180 Wealth Advisors
Washington
$379K -$34.7K -5,494 -8%
MWM
44
Melfa Wealth Management
Massachusetts
$364K +$18.9K +3,000 +5%
Nomura Holdings
45
Nomura Holdings
Japan
$362K +$379K +60,000 New
DWM
46
Daner Wealth Management
Georgia
$319K +$327K +51,900 New
TJHA
47
Thomas J. Herzfeld Advisors
Florida
$297K +$84.3K +13,356 +37%
AGA
48
Arkos Global Advisors
Texas
$288K -$1.72K -273 -0.6%
CA
49
Cornerstone Advisory
Maryland
$264K +$140K +22,210 +110%
Creative Planning
50
Creative Planning
Kansas
$261K +$24.9K +3,951 +10%
1
2
3 4 5

LEO Hedge Fund Activity: Q4 2024 in Review

102 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q4 2024, worth a combined $135M — up 3.9% from $130M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new LEO positions and 5 closed out — a net gain of 15 holders — while 37 added to existing stakes and 24 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $3.13M. The largest seller was AQR Arbitrage, cutting an estimated $764K.

  • 102 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q4 2024, up from 89 in Q3 2024.
  • Funds reported $135M of BNY Mellon Strategic Municipals stock for Q4 2024, up 3.9% quarter-over-quarter.
  • 20 funds opened new BNY Mellon Strategic Municipals positions in Q4 2024 and 5 closed out, a net change of +15 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q4 2024 was Saba Capital Management, an estimated $3.13M added.
  • The largest BNY Mellon Strategic Municipals seller in Q4 2024 was AQR Arbitrage, an estimated $764K sold.

Based on aggregated 13F filings for Q4 2024.