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LEO

BNY Mellon Strategic Municipals
LEO

78 hedge funds and large institutions have $70.8M invested in BNY Mellon Strategic Municipals in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

13% more funds holding

Funds holding: 69 → 78 (+9)

12% more capital invested

Capital invested by funds: $63M → $70.8M (+$7.75M)

1.79% more ownership

Funds ownership: 11.65% → 13.44% (+1.8%)

Holders
78
Holders Change
+9
Holders Change %
+13.04%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
22
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.24M
2
ACA
Ackerman Capital Advisors
Texas
+$1.44M
3
RCM
Rivernorth Capital Management
Florida
+$1.26M
4
Invesco
Invesco
Georgia
+$847K
5
PPA
Parametric Portfolio Associates
Washington
+$845K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.22M
2
KAS
Kestra Advisory Services
Texas
-$847K
3
PAG
Private Advisor Group
New Jersey
-$756K
4
Osaic Holdings
Osaic Holdings
Arizona
-$410K
5
CA
Cornerstone Advisory
Maryland
-$250K
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
51
Telemus Capital
Michigan
$124K -$82.6K -9,750 -40%
HighTower Advisors
52
HighTower Advisors
Illinois
$119K – – –
Fisher Asset Management
53
Fisher Asset Management
Washington
$106K +$106K +12,500 New
KPWS
54
Kestra Private Wealth Services
Texas
$100K -$9.25K -1,092 -8%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$96K – – –
MIG
56
Mariner Investment Group
New York
$96K +$95.7K +11,300 New
KAS
57
Kestra Advisory Services
Texas
$87K -$847K -99,927 -91%
XF
58
XML Financial
Maryland
$85K – – –
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$77K – – –
PCTC
60
Perkins Coie Trust Company
Washington
$76K – – –
SWM
61
Spire Wealth Management
Virginia
$69K – – –
US Bancorp
62
US Bancorp
Minnesota
$61K -$5.88K -694 -9%
WWM
63
Wolff Wiese Magana
California
$61K – – –
M1FG
64
Mach-1 Financial Group
Arkansas
$58K +$59K +6,963 New
CFGS
65
Concourse Financial Group Securities
Alabama
$53K – – –
EIP
66
Ellis Investment Partners
Pennsylvania
$48K +$551 +65 +1%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$42K – – –
CA
68
CoreCap Advisors
Michigan
$31K +$30.6K +3,615 New
BAM
69
Bellevue Asset Management
Washington
$28K – – –
BFC
70
Bedel Financial Consulting
Indiana
$25K – – –
GI
71
Gradient Investments
Minnesota
$14K – – –
TFP
72
Tilia Fiduciary Partners
North Carolina
$14K +$13.6K +1,600 New
SPIA
73
Steward Partners Investment Advisory
New York
$13K – – –
FF
74
FourThought Financial
Florida
$11K -$8.47K -1,000 -43%
PWMG
75
Prestige Wealth Management Group
New Jersey
$8K – – –
1 2
3
4

LEO Hedge Fund Activity: Q4 2021 in Review

78 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q4 2021, worth a combined $70.8M — up 12% from $63M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LEO positions and 6 closed out — a net gain of 10 holders — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.24M. The largest seller was Bank of America, cutting an estimated $1.22M.

  • 78 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q4 2021, up from 69 in Q3 2021.
  • Funds reported $70.8M of BNY Mellon Strategic Municipals stock for Q4 2021, up 12% quarter-over-quarter.
  • 16 funds opened new BNY Mellon Strategic Municipals positions in Q4 2021 and 6 closed out, a net change of +10 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q4 2021 was Morgan Stanley, an estimated $3.24M added.
  • The largest BNY Mellon Strategic Municipals seller in Q4 2021 was Bank of America, an estimated $1.22M sold.

Based on aggregated 13F filings for Q4 2021.