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LEO

BNY Mellon Strategic Municipals
LEO

64 hedge funds and large institutions have $60.2M invested in BNY Mellon Strategic Municipals in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

3% more funds holding

Funds holding: 62 → 64 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.18% less ownership

Funds ownership: 12.1% → 11.92% (-0.18%)

2% less capital invested

Capital invested by funds: $61.6M → $60.2M (-$1.43M)

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
21
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.33M
2
UBS Group
UBS Group
Switzerland
+$885K
3
RCM
Robinson Capital Management
Michigan
+$392K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$318K
5
Wells Fargo
Wells Fargo
California
+$265K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisory
Maryland
-$1.74M
2
SIA
Sit Investment Associates
Minnesota
-$1.46M
3
COLIM
City of London Investment Management
United Kingdom
-$778K
4
Invesco
Invesco
Georgia
-$691K
5
DFG
Delphi Financial Group
Delaware
-$443K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$42K – – –
MIM
52
Macroview Investment Management
Maryland
$40K – – –
APA
53
American Portfolios Advisors
New York
$34.7K – – –
BAM
54
Bellevue Asset Management
Washington
$29K +$28.5K +3,350 New
BFC
55
Bedel Financial Consulting
Indiana
$25K – – –
ASN
56
Advisory Services Network
Georgia
$18K -$49.7K -5,839 -73%
GI
57
Gradient Investments
Minnesota
$14K – – –
SPIA
58
Steward Partners Investment Advisory
New York
$12K +$9 +1 +0.1%
US Bancorp
59
US Bancorp
Minnesota
$9K – – –
PWMG
60
Prestige Wealth Management Group
New Jersey
$8K – – –
PAM
61
Panagora Asset Management
Massachusetts
$5K -$7.11K -835 -58%
WCG
62
Weaver Consulting Group
California
$5K – – –
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$1K – – –
COLIM
64
City of London Investment Management
United Kingdom
– -$778K -90,669 Closed
AWA
65
Arete Wealth Advisors
Illinois
– -$191K -22,231 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
– -$99K -11,483 Closed
JP Morgan Chase
67
JP Morgan Chase
New York
– +$9 +1 New
1 2
3

LEO Hedge Fund Activity: Q4 2019 in Review

64 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q4 2019, worth a combined $60.2M — down 2.3% from $61.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new LEO positions and 3 closed out — a net gain of 3 holders — while 21 added to existing stakes and 14 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.33M. The largest seller was Cornerstone Advisory, cutting an estimated $1.74M.

  • 64 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q4 2019, up from 62 in Q3 2019.
  • Funds reported $60.2M of BNY Mellon Strategic Municipals stock for Q4 2019, down 2.3% quarter-over-quarter.
  • 6 funds opened new BNY Mellon Strategic Municipals positions in Q4 2019 and 3 closed out, a net change of +3 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q4 2019 was Guggenheim Capital, an estimated $1.33M added.
  • The largest BNY Mellon Strategic Municipals seller in Q4 2019 was Cornerstone Advisory, an estimated $1.74M sold.

Based on aggregated 13F filings for Q4 2019.