LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

66 hedge funds and large institutions have $27.1M invested in BNY Mellon Strategic Municipals in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
15
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$2.14M
2
LPL Financial
LPL Financial
California
$1.78M
3
AAM
Advisors Asset Management
Colorado
$1.08M
4
Wells Fargo
Wells Fargo
California
$1.14M
5
VKH
Virtu KCG Holdings
New York
$338K

Top Sellers

1
LSA
Liberty Street Advisors
New York
$0
2
MIM
Macroview Investment Management
Maryland
$1.01M
3
Morgan Stanley
Morgan Stanley
New York
$3.05M
4
Bank of America
Bank of America
North Carolina
$257K
5
SIA
Sit Investment Associates
Minnesota
$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPG
51
Risk Paradigm Group
Texas
$34.2K – – –
Deutsche Bank
52
Deutsche Bank
Germany
$28K – – –
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$26K +$26K +3,000 New
AIA
54
Allegis Investment Advisors
Idaho
$26K +$26K +3,000 New
FMII
55
Farmers & Merchants Investments Inc
Nebraska
$17K – – –
AIG
56
American International Group
New York
$15K +$15K +1,800 New
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$14K – – –
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$14K – – –
FAM
59
Formidable Asset Management
Ohio
$10K – – –
IA
60
IFP Advisors
Florida
$4K +$4K +500 New
Northern Trust
61
Northern Trust
Illinois
$1K -$104 -1,100 -9%
TRCT
62
Tower Research Capital (TRC)
New York
$1K -$536 -59 -35%
Creative Planning
63
Creative Planning
Kansas
$1K – – –
Nuveen Asset Management
64
Nuveen Asset Management
Illinois
$461 -$212 -24,820 -32%
LSA
65
Liberty Street Advisors
New York
– -$1.9M -232,264 Closed
CA
66
Cetera Advisors
Colorado
– -$105K -12,900 Closed
LCM
67
Landscape Capital Management
New Jersey
– -$87K -10,682 Closed
CL
68
Croft-Leominster
Maryland
– -$84K -10,237 Closed
SEI Investments
69
SEI Investments
Pennsylvania
– -$16K -2,000 Closed
BCM
70
Brookstone Capital Management
Illinois
– -$8K -1,000 Closed
1 2
3