LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

66 hedge funds and large institutions have $38.5M invested in BNY Mellon Strategic Municipals in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
17
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
+$6.3M
2
LCM
Laurion Capital Management
New York
+$3.07M
3
WAM
Wolverine Asset Management
Illinois
+$1.29M
4
SG Americas Securities
SG Americas Securities
New York
+$1.17M
5
CRC
Curi RMB Capital
Illinois
+$1.08M

Top Sellers

1
ITIM
Indiana Trust & Investment Management
Indiana
-$1.86M
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.03M
3
UBS Group
UBS Group
Switzerland
-$739K
4
GC
Guggenheim Capital
Illinois
-$466K
5
Wells Fargo
Wells Fargo
California
-$396K
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
51
American Portfolios Advisors
New York
$76.9K – – –
SPIA
52
Steward Partners Investment Advisory
New York
$51K – – –
MIM
53
Macroview Investment Management
Maryland
$46K -$67.2K -8,650 -59%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$39K – – –
RPG
55
Risk Paradigm Group
Texas
$30.8K – – –
BFC
56
Bedel Financial Consulting
Indiana
$27K +$27K +3,500 New
AG
57
Advisor Group
Arizona
$20K – – –
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$16K – – –
HNB
59
Huntington National Bank
Ohio
$15K -$17K – –
US Bancorp
60
US Bancorp
Minnesota
$8K – – –
APP
61
Avantax Planning Partners
Iowa
$7K +$7K +856 New
FCMT
62
Founders Capital Management (Texas)
Texas
$6K – – –
Northern Trust
63
Northern Trust
Illinois
$1K -$387 -5,800 -28%
Bessemer Group
64
Bessemer Group
New Jersey
$1K – – –
CFA
65
Carroll Financial Associates
North Carolina
$1K – – –
RFA
66
Reilly Financial Advisors
California
$1K +$15 +3 +2%
ITIM
67
Indiana Trust & Investment Management
Indiana
– -$1.86M -215,008 Closed
Baird Financial Group
68
Baird Financial Group
Wisconsin
– -$1.03M -119,733 Closed
CA
69
Cetera Advisors
Colorado
– -$339K -39,190 Closed
KeyBank National Association
70
KeyBank National Association
Ohio
– -$157K -18,200 Closed
SIA
71
Sit Investment Associates
Minnesota
– -$144K -16,700 Closed
CAN
72
Cetera Advisor Networks
California
– -$142K -16,462 Closed
SI
73
SII Investments
Wisconsin
– -$128K -14,723 Closed
PCA
74
Personal Capital Advisors
California
– -$103K -11,952 Closed
Deutsche Bank
75
Deutsche Bank
Germany
– -$29K -3,381 Closed
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