LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

82 hedge funds and large institutions have $58.5M invested in BNY Mellon Strategic Municipals in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-2
Holders Change %
-2.38%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
26
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.3M
2
LB
2
Leo Brokerage
Texas
$1.87M
3
Ameriprise
3
Ameriprise
Minnesota
$1.39M
4
Wells Fargo
4
Wells Fargo
California
$1.25M
5
AA
5
AQR Arbitrage
Connecticut
$819K

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$373K
2
RCM
2
Rivernorth Capital Management
Florida
$3.04M
3
ACA
3
Ackerman Capital Advisors
Texas
$424K
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
UBS Group
5
UBS Group
Switzerland
$3.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
51
Concourse Financial Group Securities
Alabama
$120K – – –
KAS
52
Kestra Advisory Services
Texas
$115K +$5.76K +877 +5%
NA
53
NewEdge Advisors
Louisiana
$105K -$11.8K -1,800 -10%
JMF
54
Johnson Midwest Financial
Iowa
$104K – – –
NL
55
NWAM LLC
Washington
$102K – – –
HighTower Advisors
56
HighTower Advisors
Illinois
$96K +$2.73K +411 +3%
HCM
57
Hollencrest Capital Management
California
$79K -$40.9K -6,212 -34%
KPWS
58
Kestra Private Wealth Services
Texas
$78K – – –
WCM
59
WealthBridge Capital Management
Ohio
$76K -$109K -16,550 -59%
VF
60
Virtu Financial
New York
$74K -$130K -19,679 -64%
PCTC
61
Perkins Coie Trust Company
Washington
$59K – – –
WWM
62
Wolff Wiese Magana
California
$47K – – –
US Bancorp
63
US Bancorp
Minnesota
$47K – – –
M1FG
64
Mach-1 Financial Group
Arkansas
$45K – – –
IAMOG
65
Investors Asset Management of Georgia
Georgia
$45K +$45K +6,902 New
SPIA
66
Steward Partners Investment Advisory
New York
$44K +$27.3K +4,150 +164%
EIP
67
Ellis Investment Partners
Pennsylvania
$39K +$520 +79 +1%
IA
68
IFP Advisors
Florida
$38K – – –
GWSG
69
GPS Wealth Strategies Group
Colorado
$37K +$37K +5,623 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$33K – – –
BTI
71
Blue Trust Inc
Georgia
$26K +$26K +3,569 New
OCM
72
Orion Capital Management
California
$20K +$20K +3,000 New
BAM
73
Bellevue Asset Management
Washington
$18K -$4.33K -650 -19%
GI
74
Gradient Investments
Minnesota
$11K – – –
TFP
75
Tilia Fiduciary Partners
North Carolina
$11K – – –
1 2
3
4