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BNY Mellon Strategic Municipals

102 hedge funds and large institutions have $181M invested in BNY Mellon Strategic Municipals in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $163M → $181M (+$17.7M)

2% more funds holding

Funds holding: 100102 (+2)

0.09% more ownership

Funds ownership: 44.51%44.59% (+0.09%)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
13
Increased
30
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$1.31M +$86.2K +13,732 +7%
AC
27
Almitas Capital
California
$1.25M
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.24M -$3.41K -543 -0.3%
PAS
29
Park Avenue Securities
New York
$1.22M -$12.2K -1,942 -1%
Invesco
30
Invesco
Georgia
$1.2M +$549K +87,538 +87%
LPL Financial
31
LPL Financial
California
$1.07M +$32.8K +5,229 +3%
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$1.02M +$1M +160,000 New
ACA
33
Ackerman Capital Advisors
Texas
$998K -$429K -68,344 -30%
Raymond James Financial
34
Raymond James Financial
Florida
$978K +$1.98K +316 +0.2%
P
35
&Partners
Tennessee
$920K +$790K +125,898 +674%
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$810K -$3.06K -488 -0.4%
TCM
37
Traub Capital Management
Massachusetts
$757K
MC
38
Matisse Capital
Oregon
$750K -$974K -155,165 -57%
CEFA
39
Closed-End Fund Advisors
Virginia
$672K +$663K +105,651 New
CF
40
Centaurus Financial
California
$604K -$46.9K -7,475 -7%
TJHA
41
Thomas J. Herzfeld Advisors
Florida
$600K +$4.14K +660 +0.7%
Jane Street
42
Jane Street
New York
$526K +$391K +62,321 +305%
PHWA
43
Petersen Hastings Wealth Advisors
Washington
$513K +$506K +80,605 New
LSC
44
Logan Stone Capital
Illinois
$420K -$4.06M -646,507 -91%
1WA
45
180 Wealth Advisors
Washington
$406K -$6.85K -1,092 -2%
MWM
46
Melfa Wealth Management
Massachusetts
$383K
Ameriprise
47
Ameriprise
Minnesota
$363K -$36.8K -5,862 -9%
Creative Planning
48
Creative Planning
Kansas
$357K +$3.25K +518 +0.9%
DWM
49
Daner Wealth Management
Georgia
$337K
HighTower Advisors
50
HighTower Advisors
Illinois
$335K -$67.2K -10,714 -17%