BNY Mellon Strategic Municipals
LEO
78 hedge funds and large institutions have $70.8M invested in BNY Mellon Strategic Municipals in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 6 closing their positions.
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
22% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 18
13% more funds holding
Funds holding: 69 → 78 (+9)
12% more capital invested
Capital invested by funds: $63M → $70.8M (+$7.75M)
1.79% more ownership
Funds ownership: 11.65% → 13.44% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.24M |
| 2 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
+$1.44M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.26M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$847K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$845K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.22M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$847K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$756K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$410K |
| 5 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
-$250K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
76
American Portfolios Advisors
Holbrook,
New York
| $7.06K | -$27.5K | -3,246 | -80% |
|
77
Bessemer Group
Woodbridge,
New Jersey
| $5K | +$5.46K | +645 | New |
|
|
AWM
78
Accel Wealth Management
Waverly,
Iowa
| $4K | – | – | – |
|
|
PAG
79
Private Advisor Group
Morristown,
New Jersey
| – | -$756K | -86,798 | Closed |
|
|
AWA
80
Arete Wealth Advisors
Chicago,
Illinois
| – | -$173K | -19,885 | Closed |
|
|
MA
81
MJP Associates
Farmington,
Connecticut
| – | -$173K | -19,885 | Closed |
|
|
AWM
82
AE Wealth Management
Topeka,
Kansas
| – | -$87K | -10,046 | Closed |
|
|
TVWM
83
Tower View Wealth Management
Shorewood,
Wisconsin
| – | -$9K | -1,000 | Closed |
|
|
HI
84
Harbour Investments
Madison,
Wisconsin
| – | -$1K | -114 | Closed |
|
LEO Hedge Fund Activity: Q4 2021 in Review
78 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q4 2021, worth a combined $70.8M — up 12% from $63M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new LEO positions and 6 closed out — a net gain of 10 holders — while 22 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.24M. The largest seller was Bank of America, cutting an estimated $1.22M.
- 78 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q4 2021, up from 69 in Q3 2021.
- Funds reported $70.8M of BNY Mellon Strategic Municipals stock for Q4 2021, up 12% quarter-over-quarter.
- 16 funds opened new BNY Mellon Strategic Municipals positions in Q4 2021 and 6 closed out, a net change of +10 holders.
- The largest BNY Mellon Strategic Municipals buyer in Q4 2021 was Morgan Stanley, an estimated $3.24M added.
- The largest BNY Mellon Strategic Municipals seller in Q4 2021 was Bank of America, an estimated $1.22M sold.
Based on aggregated 13F filings for Q4 2021.