LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

88 hedge funds and large institutions have $93.2M invested in BNY Mellon Strategic Municipals in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
24
Increased
25
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LSC
Logan Stone Capital
Illinois
$9.27M
2
RCM
Rivernorth Capital Management
Florida
$11.1M
3
SCM
Saba Capital Management
New York
$4.07M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
$5.84M
5
Morgan Stanley
Morgan Stanley
New York
$8.66M

Top Sellers

1
RCM
Robinson Capital Management
Michigan
$0
2
Wells Fargo
Wells Fargo
California
$9.4M
3
GC
Guggenheim Capital
Illinois
$3.99M
4
WP
Woodline Partners
California
$0
5
Ameriprise
Ameriprise
Minnesota
$833K
Name Holding Trade Value Shares
Change 		Shares
Change %
CMS
51
Capital Market Strategies
Florida
$159K -$38.4K -6,552 -19%
ICMP
52
Integrated Capital Management (Pennsylvania)
Pennsylvania
$159K +$2.03K +346 +1%
FAG
53
Fortitude Advisory Group
Washington
$157K – – –
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$155K -$5.85K -1,000 -4%
MFIM
55
Mesirow Financial Investment Management
Illinois
$150K +$150K +25,654 New
KWA
56
Kingswood Wealth Advisors
California
$150K +$79.3K +13,530 +113%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$147K -$57.6K -9,821 -28%
NPFS
58
Novak & Powell Financial Services
Florida
$145K +$145K +24,787 New
SWM
59
Spire Wealth Management
Virginia
$145K +$145K +24,908 New
WI
60
Wintrust Investments
Illinois
$144K – – –
WA
61
WealthTrust Axiom
Pennsylvania
$143K -$17.4K -2,967 -11%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$140K +$39.7K +6,756 +40%
WS
63
Wedbush Securities
California
$119K +$35K +6,000 +42%
PI
64
Parkside Investments
Illinois
$117K – – –
FWM
65
Fairhaven Wealth Management
Illinois
$109K – – –
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$109K -$4.87K -831 -4%
US Bancorp
67
US Bancorp
Minnesota
$91.3K – – –
BRWA
68
B. Riley Wealth Advisors
Florida
$90.2K – – –
XF
69
XML Financial
Maryland
$87.9K -$170K -29,000 -66%
PMG
70
ProVise Management Group
Florida
$87.5K -$17.3K -2,950 -17%
NA
71
NewEdge Advisors
Louisiana
$76.8K – – –
VF
72
Virtu Financial
New York
$76K +$76K +12,897 New
HCM
73
Hollencrest Capital Management
California
$70.3K – – –
VCA
74
Verdence Capital Advisors
Maryland
$67.7K +$67.7K +11,550 New
KPWS
75
Kestra Private Wealth Services
Texas
$65K – – –
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