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LEO

BNY Mellon Strategic Municipals
LEO

83 hedge funds and large institutions have $58.6M invested in BNY Mellon Strategic Municipals in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

1% less funds holding

Funds holding: 84 → 83 (-1)

1.35% less ownership

Funds ownership: 15.67% → 14.32% (-1.3%)

16% less capital invested

Capital invested by funds: $70.1M → $58.6M (-$11.4M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
26
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.37M
2
LB
Leo Brokerage
Texas
+$1.92M
3
Ameriprise
Ameriprise
Minnesota
+$651K
4
Wells Fargo
Wells Fargo
California
+$513K
5
AA
AQR Arbitrage
Connecticut
+$435K

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$3.34M
2
RCM
Rivernorth Capital Management
Florida
-$1.33M
3
ACA
Ackerman Capital Advisors
Texas
-$1.21M
4
WAM
Wolverine Asset Management
Illinois
-$1.09M
5
UBS Group
UBS Group
Switzerland
-$791K
Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
76
Tilia Fiduciary Partners
North Carolina
$11K – – –
FF
77
FourThought Financial
Florida
$9K – – –
Bessemer Group
78
Bessemer Group
New Jersey
$6K -$2.56K -377 -28%
PWMG
79
Prestige Wealth Management Group
New Jersey
$6K – – –
APA
80
American Portfolios Advisors
New York
$5.48K – – –
MWM
81
Mascoma Wealth Management
New Hampshire
$4K +$3.78K +557 New
AWM
82
Accel Wealth Management
Iowa
$3K – – –
BRWM
83
B. Riley Wealth Management
Tennessee
$95 +$97.6K +14,400 New
WAM
84
Wolverine Asset Management
Illinois
– -$1.09M -152,029 Closed
CWG
85
Crown Wealth Group
North Carolina
– -$464K -64,534 Closed
LSC
86
Logan Stone Capital
Illinois
– -$294K -40,874 Closed
MCC
87
Money Concepts Capital
Florida
– -$138K -19,140 Closed
WS
88
Wedbush Securities
California
– -$134K -18,662 Closed
XF
89
XML Financial
Maryland
– -$72K -10,000 Closed
BFC
90
Bedel Financial Consulting
Indiana
– -$21K -2,925 Closed
SWM
91
Spire Wealth Management
Virginia
– -$14K -2,000 Closed
PFS
92
Prospera Financial Services
Texas
– -$7K -994 Closed
1 2 3
4

LEO Hedge Fund Activity: Q2 2022 in Review

83 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q2 2022, worth a combined $58.6M — down 16% from $70.1M a quarter earlier.

Fund positioning in LEO was balanced in Q2 2022: 9 funds opened new positions, 9 closed out, 26 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.37M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $3.34M.

  • 83 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q2 2022, down from 84 in Q1 2022.
  • Funds reported $58.6M of BNY Mellon Strategic Municipals stock for Q2 2022, down 16% quarter-over-quarter.
  • 9 funds opened new BNY Mellon Strategic Municipals positions in Q2 2022 and 9 closed out, a net change of 0 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q2 2022 was Morgan Stanley, an estimated $2.37M added.
  • The largest BNY Mellon Strategic Municipals seller in Q2 2022 was Hennion & Walsh Asset Management, an estimated $3.34M sold.

Based on aggregated 13F filings for Q2 2022.