LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

83 hedge funds and large institutions have $54M invested in BNY Mellon Strategic Municipals in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 29 reducing their positions, and 11 closing their positions.

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
16
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$6.62M
2
LSC
2
Logan Stone Capital
Illinois
$1.28M
3
RCM
3
Robinson Capital Management
Michigan
$2.57M
4
WP
4
Woodline Partners
California
$604K
5
ACA
5
Ackerman Capital Advisors
Texas
$430K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.27M
2
RCM
2
Rivernorth Capital Management
Florida
$356K
3
Invesco
3
Invesco
Georgia
$1.06M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$8.58M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$122K 20,008 -1,375 -6%
FWM
52
Fairhaven Wealth Management
Illinois
$114K 18,591 – –
KAS
53
Kestra Advisory Services
Texas
$112K 18,385 -6,103 -25%
CFGS
54
Concourse Financial Group Securities
Alabama
$111K 18,176 – –
Jane Street
55
Jane Street
New York
$96.9K 15,865 +15,865 New
JMF
56
Johnson Midwest Financial
Iowa
$96K 15,733 – –
EH
57
Equitable Holdings
New York
$94.9K 15,537 -14,197 -48%
NL
58
NWAM LLC
Washington
$94.7K 15,500 – –
NA
59
NewEdge Advisors
Louisiana
$94.7K 15,500 – –
BRWA
60
B. Riley Wealth Advisors
Florida
$94.1K 15,400 -76 -0.5%
WS
61
Wedbush Securities
California
$88K 14,464 +14,464 New
WI
62
Wintrust Investments
Illinois
$87K 14,262 +14,262 New
HighTower Advisors
63
HighTower Advisors
Illinois
$85K 14,022 – –
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$77.9K 12,755 -3,337 -21%
HCM
65
Hollencrest Capital Management
California
$73.3K 11,994 – –
WWM
66
Western Wealth Management
Colorado
$69.5K 11,381 -11,381 -50%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$68.7K 11,247 +11,247 New
AWS
68
Atria Wealth Solutions
New York
$68.6K 11,223 +11,223 New
KPWS
69
Kestra Private Wealth Services
Texas
$67.8K 11,100 -750 -6%
BBHC
70
Brown Brothers Harriman & Co
New York
$61.1K 10,000 +10,000 New
PCTC
71
Perkins Coie Trust Company
Washington
$55K 9,000 – –
WWM
72
Wolff Wiese Magana
California
$43.8K 7,166 – –
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$41K 6,784 +6,784 New
SPIA
74
Steward Partners Investment Advisory
New York
$40.8K 6,677 – –
US Bancorp
75
US Bancorp
Minnesota
$33.6K 5,500 -1,616 -23%
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