LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

62 hedge funds and large institutions have $61.6M invested in BNY Mellon Strategic Municipals in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
18
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$7.14M
2
Invesco
Invesco
Georgia
$3.64M
3
Bank of America
Bank of America
North Carolina
$1.24M
4
UBS Group
UBS Group
Switzerland
$2.91M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$316K

Top Sellers

1
RCM
Robinson Capital Management
Michigan
$0
2
CA
Cornerstone Advisory
Maryland
$18M
3
SIA
Sit Investment Associates
Minnesota
$3.61M
4
MAFM
Mid Atlantic Financial Management
Pennsylvania
$173K
5
Wells Fargo
Wells Fargo
California
$621K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$43K +$17.4K +2,000 +68%
MIM
52
Macroview Investment Management
Maryland
$40K – – –
RCAG
53
Rehmann Capital Advisory Group
Michigan
$37.9K +$37.9K +4,502 New
APA
54
American Portfolios Advisors
New York
$35K – – –
BFC
55
Bedel Financial Consulting
Indiana
$25K – – –
GI
56
Gradient Investments
Minnesota
$15K – – –
SPIA
57
Steward Partners Investment Advisory
New York
$12K -$56 -7 -0.5%
PAM
58
Panagora Asset Management
Massachusetts
$12K +$12K +1,428 New
US Bancorp
59
US Bancorp
Minnesota
$9K – – –
PWMG
60
Prestige Wealth Management Group
New Jersey
$8K – – –
WCG
61
Weaver Consulting Group
California
$5K – – –
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$1K +$1K +76 New
RCM
63
Robinson Capital Management
Michigan
– -$5.66M -672,359 Closed
RCM
64
Rivernorth Capital Management
Florida
– -$2.74K -335,552 Closed
ACA
65
Ackerman Capital Advisors
Texas
– -$265 -32,478 Closed
EWM
66
Empirical Wealth Management
Washington
– -$163K -19,923 Closed
SDAM
67
Shulman DeMeo Asset Management
New York
– -$113K -13,811 Closed
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