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LEO

BNY Mellon Strategic Municipals
LEO

69 hedge funds and large institutions have $63M invested in BNY Mellon Strategic Municipals in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

0.32% more ownership

Funds ownership: 11.33% → 11.65% (+0.32%)

0% less capital invested

Capital invested by funds: $63.2M → $63M (-$196K)

3% less funds holding

Funds holding: 71 → 69 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
20
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.52M
2
Invesco
Invesco
Georgia
+$937K
3
KAS
Kestra Advisory Services
Texas
+$915K
4
ACA
Ackerman Capital Advisors
Texas
+$486K
5
Mariner
Mariner
Kansas
+$475K

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.37M
2
RCM
Robinson Capital Management
Michigan
-$1.31M
3
Osaic Holdings
Osaic Holdings
Arizona
-$686K
4
UBS Group
UBS Group
Switzerland
-$140K
5
BCA
Bay Colony Advisors
Massachusetts
-$121K
Name Holding Trade Value Shares
Change 		Change in
Stake
XF
51
XML Financial
Maryland
$87K +$91.4K +10,000 New
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$79K – – –
PCTC
53
Perkins Coie Trust Company
Washington
$78K – – –
SWM
54
Spire Wealth Management
Virginia
$71K – – –
US Bancorp
55
US Bancorp
Minnesota
$68K – – –
WWM
56
Wolff Wiese Magana
California
$62K – – –
CFGS
57
Concourse Financial Group Securities
Alabama
$55K – – –
EIP
58
Ellis Investment Partners
Pennsylvania
$49K +$594 +65 +1%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$43K – – –
APA
60
American Portfolios Advisors
New York
$35.5K – – –
BAM
61
Bellevue Asset Management
Washington
$29K – – –
BFC
62
Bedel Financial Consulting
Indiana
$25K – – –
FF
63
FourThought Financial
Florida
$20K – – –
GI
64
Gradient Investments
Minnesota
$15K – – –
SPIA
65
Steward Partners Investment Advisory
New York
$13K – – –
TVWM
66
Tower View Wealth Management
Wisconsin
$9K +$9.14K +1,000 New
PWMG
67
Prestige Wealth Management Group
New Jersey
$8K – – –
AWM
68
Accel Wealth Management
Iowa
$4K – – –
HI
69
Harbour Investments
Wisconsin
$1K – – –
RCM
70
Robinson Capital Management
Michigan
– -$1.31M -145,667 Closed
BCA
71
Bay Colony Advisors
Massachusetts
– -$121K -13,444 Closed
M1FG
72
Mach-1 Financial Group
Arkansas
– -$62K -6,963 Closed
NFSG
73
Newbridge Financial Services Group
Florida
– -$11K -1,200 Closed
1 2
3

LEO Hedge Fund Activity: Q3 2021 in Review

69 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q3 2021, worth a combined $63M — down 0.31% from $63.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of LEO and 4 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 20 added.

The largest buyer was Guggenheim Capital, adding an estimated $1.52M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $1.37M.

  • 69 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q3 2021, down from 71 in Q2 2021.
  • Funds reported $63M of BNY Mellon Strategic Municipals stock for Q3 2021, down 0.31% quarter-over-quarter.
  • 4 funds opened new BNY Mellon Strategic Municipals positions in Q3 2021 and 6 closed out, a net change of -2 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q3 2021 was Guggenheim Capital, an estimated $1.52M added.
  • The largest BNY Mellon Strategic Municipals seller in Q3 2021 was Hennion & Walsh Asset Management, an estimated $1.37M sold.

Based on aggregated 13F filings for Q3 2021.