LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

71 hedge funds and large institutions have $84M invested in BNY Mellon Strategic Municipals in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
23
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$16.3M
2
CA
Cornerstone Advisory
Maryland
+$6.37M
3
RCM
Robinson Capital Management
Michigan
+$1.48M
4
SIA
Sit Investment Associates
Minnesota
+$987K
5
PPA
Parametric Portfolio Associates
Washington
+$982K

Top Sellers

1
LCM
Laurion Capital Management
New York
-$2.76M
2
SG Americas Securities
SG Americas Securities
New York
-$806K
3
Wells Fargo
Wells Fargo
California
-$613K
4
CRC
Curi RMB Capital
Illinois
-$148K
5
DA
Doliver Advisors
Texas
-$103K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$96K +$96K +12,770 New
Baird Financial Group
52
Baird Financial Group
Wisconsin
$96K +$96K +12,857 New
SFS
53
Sowell Financial Services
Arkansas
$94K +$564 +75 +0.6%
AG
54
Advisor Group
Arizona
$94K +$19.8K +2,630 +27%
TSS
55
Two Sigma Securities
New York
$90K +$90K +12,062 New
NFG
56
Nations Financial Group
Iowa
$78K +$78K +10,400 New
APA
57
American Portfolios Advisors
New York
$74.8K – – –
SWA
58
Sutton Wealth Advisors
Florida
$56.1K +$56.1K +7,474 New
MIM
59
Macroview Investment Management
Maryland
$44K – – –
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$38K – – –
SPIA
61
Steward Partners Investment Advisory
New York
$30K – – –
BFC
62
Bedel Financial Consulting
Indiana
$25K – – –
US Bancorp
63
US Bancorp
Minnesota
$8K – – –
FCMT
64
Founders Capital Management (Texas)
Texas
$6K – – –
APP
65
Avantax Planning Partners
Iowa
$6K +$6K +856 New
WSTAM
66
Wilbanks Smith & Thomas Asset Management
Virginia
$4K +$4K +500 New
Northern Trust
67
Northern Trust
Illinois
$1K – – –
CFA
68
Carroll Financial Associates
North Carolina
$1K – – –
RFA
69
Reilly Financial Advisors
California
$1K +$15 +3 +2%
AWM
70
Avior Wealth Management
Nebraska
$1K +$1K +187 New
WKWM
71
Walter & Keenan Wealth Management
Indiana
$150 – – –
SG Americas Securities
72
SG Americas Securities
New York
– -$806K -105,024 Closed
DA
73
Doliver Advisors
Texas
– -$103K -13,447 Closed
CF
74
Centaurus Financial
California
– -$5K -651 Closed
Bessemer Group
75
Bessemer Group
New Jersey
– -$1K -175 Closed
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