LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

64 hedge funds and large institutions have $26.2M invested in BNY Mellon Strategic Municipals in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
–
Holders Change %
0%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
16
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIM
Macroview Investment Management
Maryland
$1.95M
2
LSA
Liberty Street Advisors
New York
$1.71M
3
SIA
Sit Investment Associates
Minnesota
$2.04M
4
Bank of America
Bank of America
North Carolina
$415K
5
Morgan Stanley
Morgan Stanley
New York
$2.46M

Top Sellers

1
MIG
Mariner Investment Group
New York
$0
2
NCM
Newgate Capital Management
Connecticut
$1.97M
3
SG Americas Securities
SG Americas Securities
New York
$0
4
LCM
Laurion Capital Management
New York
$0
5
WAM
Wolverine Asset Management
Illinois
$258K
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$79K – – –
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$76K +$16.8K +2,000 +28%
NFG
53
Next Financial Group
Texas
$67K +$67K +8,008 New
DBT
54
Dubuque Bank & Trust
Iowa
$66K +$66K +7,900 New
Deutsche Bank
55
Deutsche Bank
Germany
$28K – – –
MFS
56
MSI Financial Services
Massachusetts
$22K – – –
FMII
57
Farmers & Merchants Investments Inc
Nebraska
$17K -$8.5K -1,000 -33%
PIA
58
Peachtree Investment Advisors
Georgia
$15K – – –
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$13K – – –
FAM
60
Formidable Asset Management
Ohio
$10K – – –
Citigroup
61
Citigroup
New York
$4K – – –
Creative Planning
62
Creative Planning
Kansas
$1K – – –
Northern Trust
63
Northern Trust
Illinois
$1K – – –
MIG
64
Mariner Investment Group
New York
– -$835K -102,000 Closed
SG Americas Securities
65
SG Americas Securities
New York
– -$395K -48,228 Closed
LCM
66
Laurion Capital Management
New York
– -$291K -35,520 Closed
VKH
67
Virtu KCG Holdings
New York
– -$109K -13,278 Closed
CL
68
Croft-Leominster
Maryland
– -$84K -10,237 Closed
BRWA
69
B. Riley Wealth Advisors
Florida
– -$32 -3,916 Closed
CCA
70
Catalyst Capital Advisors
New York
– -$20K -2,400 Closed
NPC
71
National Planning Corporation
California
– -$16.8K -2,000 Closed
AIG
72
American International Group
New York
– -$16.4K -2,000 Closed
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