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LEO

BNY Mellon Strategic Municipals
LEO

83 hedge funds and large institutions have $58.6M 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, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

1% less funds holding

Funds holding: 84 → 83 (-1)

1.35% less ownership

Funds ownership: 15.67% → 14.32% (-1.3%)

16% less capital invested

Capital invested by funds: $70.1M → $58.6M (-$11.4M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
26
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.37M
2
LB
Leo Brokerage
Texas
+$1.92M
3
Ameriprise
Ameriprise
Minnesota
+$651K
4
Wells Fargo
Wells Fargo
California
+$513K
5
AA
AQR Arbitrage
Connecticut
+$435K

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$3.34M
2
RCM
Rivernorth Capital Management
Florida
-$1.33M
3
ACA
Ackerman Capital Advisors
Texas
-$1.21M
4
WAM
Wolverine Asset Management
Illinois
-$1.09M
5
UBS Group
UBS Group
Switzerland
-$791K
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
51
Fairhaven Wealth Management
Illinois
$122K – – –
CFGS
52
Concourse Financial Group Securities
Alabama
$120K – – –
KAS
53
Kestra Advisory Services
Texas
$115K +$5.95K +877 +5%
NA
54
NewEdge Advisors
Louisiana
$105K -$12.2K -1,800 -10%
JMF
55
Johnson Midwest Financial
Iowa
$104K – – –
NL
56
NWAM LLC
Washington
$102K – – –
HighTower Advisors
57
HighTower Advisors
Illinois
$96K +$2.79K +411 +3%
HCM
58
Hollencrest Capital Management
California
$79K -$42.1K -6,212 -34%
KPWS
59
Kestra Private Wealth Services
Texas
$78K – – –
WCM
60
WealthBridge Capital Management
Ohio
$76K -$112K -16,550 -59%
VF
61
Virtu Financial
New York
$74K -$133K -19,679 -64%
PCTC
62
Perkins Coie Trust Company
Washington
$59K – – –
US Bancorp
63
US Bancorp
Minnesota
$47K – – –
WWM
64
Wolff Wiese Magana
California
$47K – – –
M1FG
65
Mach-1 Financial Group
Arkansas
$45K – – –
IAMOG
66
Investors Asset Management of Georgia
Georgia
$45K +$46.8K +6,902 New
SPIA
67
Steward Partners Investment Advisory
New York
$44K +$28.1K +4,150 +164%
EIP
68
Ellis Investment Partners
Pennsylvania
$39K +$536 +79 +1%
IA
69
IFP Advisors
Florida
$38K – – –
GWSG
70
GPS Wealth Strategies Group
Colorado
$37K +$38.1K +5,623 New
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$33K – – –
BTI
72
Blue Trust Inc
Georgia
$26K +$24.2K +3,569 New
OCM
73
Orion Capital Management
California
$20K +$20.3K +3,000 New
BAM
74
Bellevue Asset Management
Washington
$18K -$4.41K -650 -19%
GI
75
Gradient Investments
Minnesota
$11K – – –
1 2
3
4

LEO Hedge Fund Activity: Q2 2022 in Review

83 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q2 2022, worth a combined $58.6M — down 16% from $70.1M a quarter earlier.

Fund positioning in LEO was balanced in Q2 2022: 9 funds opened new positions, 9 closed out, 26 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.37M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $3.34M.

  • 83 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q2 2022, down from 84 in Q1 2022.
  • Funds reported $58.6M of BNY Mellon Strategic Municipals stock for Q2 2022, down 16% quarter-over-quarter.
  • 9 funds opened new BNY Mellon Strategic Municipals positions in Q2 2022 and 9 closed out, a net change of 0 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q2 2022 was Morgan Stanley, an estimated $2.37M added.
  • The largest BNY Mellon Strategic Municipals seller in Q2 2022 was Hennion & Walsh Asset Management, an estimated $3.34M sold.

Based on aggregated 13F filings for Q2 2022.