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LEO

BNY Mellon Strategic Municipals
LEO

71 hedge funds and large institutions have $63.2M invested in BNY Mellon Strategic Municipals in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

2% more capital invested

Capital invested by funds: $62M → $63.2M (+$1.28M)

0.9% less ownership

Funds ownership: 12.23% → 11.33% (-0.9%)

3% less funds holding

Funds holding: 73 → 71 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
21
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.14M
2
UBS Group
UBS Group
Switzerland
+$345K
3
Invesco
Invesco
Georgia
+$316K
4
Morgan Stanley
Morgan Stanley
New York
+$230K
5
WCM
WealthBridge Capital Management
Ohio
+$155K

Top Sellers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
-$2.06M
2
CA
Cornerstone Advisory
Maryland
-$944K
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$591K
4
Northern Trust
Northern Trust
Illinois
-$297K
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$215K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$82K – – –
PCTC
52
Perkins Coie Trust Company
Washington
$81K +$79.3K +9,000 New
SWM
53
Spire Wealth Management
Virginia
$74K – – –
US Bancorp
54
US Bancorp
Minnesota
$70K +$51.2K +5,810 +291%
WWM
55
Wolff Wiese Magana
California
$64K – – –
M1FG
56
Mach-1 Financial Group
Arkansas
$62K – – –
CFGS
57
Concourse Financial Group Securities
Alabama
$57K – – –
EIP
58
Ellis Investment Partners
Pennsylvania
$50K +$582 +66 +1%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$44K – – –
APA
60
American Portfolios Advisors
New York
$36.6K – – –
BAM
61
Bellevue Asset Management
Washington
$30K – – –
BFC
62
Bedel Financial Consulting
Indiana
$26K – – –
FF
63
FourThought Financial
Florida
$20K – – –
GI
64
Gradient Investments
Minnesota
$15K – – –
SPIA
65
Steward Partners Investment Advisory
New York
$13K – – –
NFSG
66
Newbridge Financial Services Group
Florida
$11K – – –
PWMG
67
Prestige Wealth Management Group
New Jersey
$9K – – –
AWM
68
Accel Wealth Management
Iowa
$5K – – –
HI
69
Harbour Investments
Wisconsin
$1K – – –
Northern Trust
70
Northern Trust
Illinois
– -$297K -34,771 Closed
CCWA
71
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$215K -25,184 Closed
SFS
72
Sowell Financial Services
Arkansas
– -$108K -12,248 Closed
Citigroup
73
Citigroup
New York
– -$87K -10,150 Closed
WAP
74
Wealthcare Advisory Partners
Pennsylvania
– -$11K -1,285 Closed
PAM
75
Panagora Asset Management
Massachusetts
– -$379 -43 -58%
1 2
3

LEO Hedge Fund Activity: Q2 2021 in Review

71 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q2 2021, worth a combined $63.2M — up 2.1% from $62M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of LEO and 3 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 21 added.

The largest buyer was Guggenheim Capital, adding an estimated $1.14M. The largest seller was Robinson Capital Management, cutting an estimated $2.06M.

  • 71 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q2 2021, down from 73 in Q1 2021.
  • Funds reported $63.2M of BNY Mellon Strategic Municipals stock for Q2 2021, up 2.1% quarter-over-quarter.
  • 3 funds opened new BNY Mellon Strategic Municipals positions in Q2 2021 and 5 closed out, a net change of -2 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q2 2021 was Guggenheim Capital, an estimated $1.14M added.
  • The largest BNY Mellon Strategic Municipals seller in Q2 2021 was Robinson Capital Management, an estimated $2.06M sold.

Based on aggregated 13F filings for Q2 2021.