LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

72 hedge funds and large institutions have $65.2M invested in BNY Mellon Strategic Municipals in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
20
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisory
Maryland
+$5.97M
2
RCM
Rivernorth Capital Management
Florida
+$5.95M
3
SIA
Sit Investment Associates
Minnesota
+$1.82M
4
Morgan Stanley
Morgan Stanley
New York
+$1.6M
5
DFG
Delphi Financial Group
Delaware
+$1.34M

Top Sellers

1
LCM
Laurion Capital Management
New York
-$4.44M
2
GC
Guggenheim Capital
Illinois
-$939K
3
CRC
Curi RMB Capital
Illinois
-$793K
4
PPA
Parametric Portfolio Associates
Washington
-$546K
5
Wells Fargo
Wells Fargo
California
-$492K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$144K – – –
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$126K -$16.2K -2,250 -11%
IAMOG
53
Investors Asset Management of Georgia
Georgia
$122K -$8.16K -1,132 -6%
EFS
54
Essex Financial Services
Connecticut
$118K -$15.7K -2,200 -12%
MWM
55
Merriman Wealth Management
Washington
$117K +$117K +16,000 New
TSS
56
Two Sigma Securities
New York
$107K +$20.6K +2,878 +24%
FWM
57
Fairhaven Wealth Management
Illinois
$104K +$104K +14,463 New
NL
58
NWAM LLC
Washington
$93K – – –
WS
59
Wedbush Securities
California
$90K -$241K -33,476 -73%
HighTower Advisors
60
HighTower Advisors
Illinois
$88K -$4.6K -638 -5%
Creative Planning
61
Creative Planning
Kansas
$78K -$18.6K -2,583 -19%
NFG
62
Nations Financial Group
Iowa
$75K – – –
APA
63
American Portfolios Advisors
New York
$71.6K – – –
SGS
64
Sterling Global Strategies
California
$51.5K +$51.5K +7,166 New
MIM
65
Macroview Investment Management
Maryland
$38K -$5.09K -700 -12%
BFC
66
Bedel Financial Consulting
Indiana
$25K – – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$21K -$129K -18,181 -86%
US Bancorp
68
US Bancorp
Minnesota
$7K – – –
PWMG
69
Prestige Wealth Management Group
New Jersey
$7K +$7K +950 New
Northern Trust
70
Northern Trust
Illinois
$1K – – –
AWM
71
Avior Wealth Management
Nebraska
$1K – – –
Fidelity Investments
72
Fidelity Investments
Massachusetts
$1K +$1K +114 New
LCM
73
Laurion Capital Management
New York
– -$4.44M -592,213 Closed
CRC
74
Curi RMB Capital
Illinois
– -$793K -105,713 Closed
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
– -$96K -12,770 Closed
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