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LEO

BNY Mellon Strategic Municipals
LEO

80 hedge funds and large institutions have $50.8M invested in BNY Mellon Strategic Municipals in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.89% less ownership

Funds ownership: 14.32% → 13.44% (-0.89%)

4% less funds holding

Funds holding: 83 → 80 (-3)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

13% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 23

13% less capital invested

Capital invested by funds: $58.6M → $50.8M (-$7.86M)

Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.97M
2
GC
Guggenheim Capital
Illinois
+$1.01M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$330K
4
XF
XML Financial
Maryland
+$255K
5
FAIM
Financial Advocates Investment Management
Washington
+$250K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$1.96M
2
RCM
Robinson Capital Management
Michigan
-$1.44M
3
Invesco
Invesco
Georgia
-$617K
4
Morgan Stanley
Morgan Stanley
New York
-$597K
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$433K
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
51
Fairhaven Wealth Management
Illinois
$113K – – –
CFGS
52
Concourse Financial Group Securities
Alabama
$111K – – –
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$98K +$74.5K +11,136 +225%
BRWA
54
B. Riley Wealth Advisors
Florida
$95K +$103K +15,476 New
NA
55
NewEdge Advisors
Louisiana
$94K -$3.34K -500 -3%
NL
56
NWAM LLC
Washington
$94K – – –
HighTower Advisors
57
HighTower Advisors
Illinois
$84K -$2.75K -411 -3%
WCM
58
WealthBridge Capital Management
Ohio
$76K – – –
HCM
59
Hollencrest Capital Management
California
$73K – – –
KPWS
60
Kestra Private Wealth Services
Texas
$72K – – –
WAAG
61
Wealth Alliance Advisory Group
Kansas
$63K +$68.9K +10,302 New
PCTC
62
Perkins Coie Trust Company
Washington
$55K – – –
WWM
63
Wolff Wiese Magana
California
$44K – – –
US Bancorp
64
US Bancorp
Minnesota
$43K – – –
IAMOG
65
Investors Asset Management of Georgia
Georgia
$42K – – –
M1FG
66
Mach-1 Financial Group
Arkansas
$42K – – –
SPIA
67
Steward Partners Investment Advisory
New York
$41K – – –
IA
68
IFP Advisors
Florida
$38K – – –
GWSG
69
GPS Wealth Strategies Group
Colorado
$34K – – –
BTI
70
Blue Trust Inc
Georgia
$23K – – –
BAM
71
Bellevue Asset Management
Washington
$17K – – –
GI
72
Gradient Investments
Minnesota
$10K – – –
TFP
73
Tilia Fiduciary Partners
North Carolina
$10K – – –
FCT
74
First Community Trust
Iowa
$10K +$11.4K +1,700 New
FF
75
FourThought Financial
Florida
$8K – – –
1 2
3
4

LEO Hedge Fund Activity: Q3 2022 in Review

80 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q3 2022, worth a combined $50.8M — down 13% from $58.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of LEO and 7 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 20 added.

The largest buyer was Wells Fargo, adding an estimated $1.97M. The largest seller was Rivernorth Capital Management, cutting an estimated $1.96M.

  • 80 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q3 2022, down from 83 in Q2 2022.
  • Funds reported $50.8M of BNY Mellon Strategic Municipals stock for Q3 2022, down 13% quarter-over-quarter.
  • 7 funds opened new BNY Mellon Strategic Municipals positions in Q3 2022 and 8 closed out, a net change of -1 holder.
  • The largest BNY Mellon Strategic Municipals buyer in Q3 2022 was Wells Fargo, an estimated $1.97M added.
  • The largest BNY Mellon Strategic Municipals seller in Q3 2022 was Rivernorth Capital Management, an estimated $1.96M sold.

Based on aggregated 13F filings for Q3 2022.