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LEO

BNY Mellon Strategic Municipals
LEO

84 hedge funds and large institutions have $70.1M invested in BNY Mellon Strategic Municipals in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

8% more funds holding

Funds holding: 78 → 84 (+6)

2.23% more ownership

Funds ownership: 13.44% → 15.67% (+2.2%)

1% less capital invested

Capital invested by funds: $70.8M → $70.1M (-$740K)

Holders
84
Holders Change
+6
Holders Change %
+7.69%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
27
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$3.89M
2
RCM
Robinson Capital Management
Michigan
+$3.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.31M
4
PPA
Parametric Portfolio Associates
Washington
+$1.29M
5
PAS
Park Avenue Securities
New York
+$1.21M

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.98M
2
CA
Cornerstone Advisory
Maryland
-$938K
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$516K
4
Millennium Management
Millennium Management
New York
-$434K
5
Osaic Holdings
Osaic Holdings
Arizona
-$434K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$14K -$47.4K -6,200 -76%
GI
77
Gradient Investments
Minnesota
$12K – – –
TFP
78
Tilia Fiduciary Partners
North Carolina
$12K – – –
FF
79
FourThought Financial
Florida
$10K – – –
Bessemer Group
80
Bessemer Group
New Jersey
$10K +$5.46K +713 +111%
PWMG
81
Prestige Wealth Management Group
New Jersey
$7K – – –
PFS
82
Prospera Financial Services
Texas
$7K +$7.61K +994 New
APA
83
American Portfolios Advisors
New York
$5.99K – – –
AWM
84
Accel Wealth Management
Iowa
$4K – – –
Millennium Management
85
Millennium Management
New York
– -$434K -51,264 Closed
PIA
86
Powell Investment Advisors
Florida
– -$307K -36,255 Closed
TC
87
Telemus Capital
Michigan
– -$124K -14,600 Closed
Fisher Asset Management
88
Fisher Asset Management
Washington
– -$106K -12,500 Closed
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
– -$96K -11,314 Closed
CA
90
CoreCap Advisors
Michigan
– -$31K -3,615 Closed
1 2 3
4

LEO Hedge Fund Activity: Q1 2022 in Review

84 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q1 2022, worth a combined $70.1M — down 1% from $70.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LEO positions and 6 closed out — a net gain of 6 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $3.89M. The largest seller was Guggenheim Capital, cutting an estimated $1.98M.

  • 84 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q1 2022, up from 78 in Q4 2021.
  • Funds reported $70.1M of BNY Mellon Strategic Municipals stock for Q1 2022, down 1% quarter-over-quarter.
  • 12 funds opened new BNY Mellon Strategic Municipals positions in Q1 2022 and 6 closed out, a net change of +6 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q1 2022 was Rivernorth Capital Management, an estimated $3.89M added.
  • The largest BNY Mellon Strategic Municipals seller in Q1 2022 was Guggenheim Capital, an estimated $1.98M sold.

Based on aggregated 13F filings for Q1 2022.