LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

102 hedge funds and large institutions have $135M invested in BNY Mellon Strategic Municipals in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
37
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$29.8M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$8.99M
3
Capstone Investment Advisors
3
Capstone Investment Advisors
New York
$1.74M
4
AAM
4
Advisors Asset Management
Colorado
$1.45M
5
COLIM
5
City of London Investment Management
United Kingdom
$1.41M

Top Sellers

1
AA
1
AQR Arbitrage
Connecticut
$2.11M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.85M
3
RCM
3
Rivernorth Capital Management
Florida
$14.2M
4
NMC
4
Nine Masts Capital
Hong Kong
$161K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$600K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
51
Rothschild Investment LLC
Illinois
$242K – – –
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$233K +$12.1K +2,000 +5%
LF
53
Lee Financial
Texas
$230K +$350 +58 +0.2%
WCM
54
WealthBridge Capital Management
Ohio
$229K – – –
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$211K -$19.6K -3,240 -9%
KWA
56
Kingswood Wealth Advisors
California
$203K +$203K +33,530 New
ICMP
57
Integrated Capital Management (Pennsylvania)
Pennsylvania
$193K +$103 +17 +0.1%
CFS
58
Compass Financial Services
Iowa
$176K +$176K +29,104 New
FAG
59
Fortitude Advisory Group
Washington
$168K – – –
NMC
60
Nine Masts Capital
Hong Kong
$161K -$283K -46,774 -64%
NPFS
61
Novak & Powell Financial Services
Florida
$155K +$1.63K +270 +1%
SWM
62
Spire Wealth Management
Virginia
$150K – – –
NA
63
Novus Advisors
South Carolina
$144K +$144K +23,900 New
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$144K +$144K +23,823 New
WS
65
Wedbush Securities
California
$135K +$18.1K +3,000 +15%
IAA
66
Independent Advisor Alliance
North Carolina
$127K +$127K +21,023 New
LCM
67
Landscape Capital Management
New Jersey
$126K +$126K +20,899 New
MCM
68
MAI Capital Management
Ohio
$117K +$117K +19,444 New
WA
69
WealthTrust Axiom
Pennsylvania
$115K -$32.7K -5,411 -22%
VF
70
Virtu Financial
New York
$112K +$112K +18,563 New
AWM
71
Avior Wealth Management
Nebraska
$111K +$15.5K +2,559 +16%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$111K +$7K +1,158 +7%
Mariner
73
Mariner
Kansas
$110K – – –
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$107K -$248 -41 -0.2%
Corient Private Wealth
75
Corient Private Wealth
Florida
$95.3K +$7.04K +1,166 +8%
1 2
3
4 5