LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

80 hedge funds and large institutions have $60.8M invested in BNY Mellon Strategic Municipals in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$5.77M
2
LSC
Logan Stone Capital
Illinois
$3.72M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
$2.28M
4
AA
AQR Arbitrage
Connecticut
$2.51M
5
WAM
Wolverine Asset Management
Illinois
$420K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$5.25M
2
GC
Guggenheim Capital
Illinois
$4.3M
3
WP
Woodline Partners
California
$411K
4
RCM
Robinson Capital Management
Michigan
$3.06M
5
Invesco
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
51
Parkside Investments
Illinois
$107K +$107K +20,000 New
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$103K +$24.9K +4,679 +32%
FWM
53
Fairhaven Wealth Management
Illinois
$99.1K – – –
PMG
54
ProVise Management Group
Florida
$95.3K -$14.7K -2,764 -13%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$91K -$2.35K -440 -3%
PFM
56
Phillips Financial Management
Indiana
$87.9K +$87.9K +16,500 New
JMF
57
Johnson Midwest Financial
Iowa
$83.9K – – –
US Bancorp
58
US Bancorp
Minnesota
$83.1K – – –
BRWA
59
B. Riley Wealth Advisors
Florida
$82.4K – – –
WS
60
Wedbush Securities
California
$77K – – –
MCCP
61
Mission Creek Capital Partners
California
$75.9K +$18.2K +3,415 +32%
NA
62
NewEdge Advisors
Louisiana
$69.8K -$16.5K -3,100 -19%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$67K -$40K -7,500 -37%
Comerica Bank
64
Comerica Bank
Texas
$64.6K +$64.6K +12,112 New
Walleye Capital
65
Walleye Capital
New York
$64.2K +$64.2K +12,045 New
HCM
66
Hollencrest Capital Management
California
$63.9K – – –
KWA
67
Kingswood Wealth Advisors
California
$63.6K – – –
KPWS
68
Kestra Private Wealth Services
Texas
$59.2K – – –
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$59K -$10.6K -2,000 -15%
WWM
70
Wolff Wiese Magana
California
$38.2K – – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$24.8K +$24.8K +4,650 New
BTI
72
Blue Trust Inc
Georgia
$22K – – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$21.1K -$46.9K -8,799 -69%
SPIA
74
Steward Partners Investment Advisory
New York
$19.2K +$5.71K +1,071 +42%
NIC
75
Northwest Investment Counselors
Oregon
$15.8K – – –
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