LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

60 hedge funds and large institutions have $53.9M invested in BNY Mellon Strategic Municipals in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-4
Holders Change %
-6.25%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
22
Reduced
10
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$939K
2
Osaic Holdings
Osaic Holdings
Arizona
+$659K
3
RCM
Robinson Capital Management
Michigan
+$359K
4
Ameriprise
Ameriprise
Minnesota
+$303K
5
WKWM
Walter & Keenan Wealth Management
Indiana
+$233K

Top Sellers

1
CA
Cornerstone Advisory
Maryland
-$2.18M
2
Invesco
Invesco
Georgia
-$527K
3
WAM
Wolverine Asset Management
Illinois
-$379K
4
BRWM
B. Riley Wealth Management
Tennessee
-$250K
5
LPL Financial
LPL Financial
California
-$179K
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
51
American Portfolios Advisors
New York
$31.7K – – –
BAM
52
Bellevue Asset Management
Washington
$26K – – –
BFC
53
Bedel Financial Consulting
Indiana
$23K – – –
CAN
54
Cetera Advisor Networks
California
$17K +$17K +2,181 New
GI
55
Gradient Investments
Minnesota
$13K – – –
SPIA
56
Steward Partners Investment Advisory
New York
$12K – – –
US Bancorp
57
US Bancorp
Minnesota
$8K – – –
PWMG
58
Prestige Wealth Management Group
New Jersey
$7K – – –
PAM
59
Panagora Asset Management
Massachusetts
$4K – – –
WAM
60
Wolverine Asset Management
Illinois
– -$379K -50,891 Closed
BRWM
61
B. Riley Wealth Management
Tennessee
– -$250K -33,500 Closed
1WA
62
180 Wealth Advisors
Washington
– -$144K -19,914 Closed
LCM
63
Landscape Capital Management
New Jersey
– -$143K -19,219 Closed
ACA
64
Ackerman Capital Advisors
Texas
– -$141K -18,901 Closed
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
– -$100K -13,390 Closed
EFS
66
Essex Financial Services
Connecticut
– -$75K -10,000 Closed
FIA
67
FNY Investment Advisers
New York
– -$58K -7,795 Closed
DWM
68
Darwin Wealth Management
Florida
– -$7K -1,000 Closed
MIM
69
Macroview Investment Management
Maryland
– -$7K -933 Closed
ASN
70
Advisory Services Network
Georgia
– -$3K -400 Closed
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