LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

83 hedge funds and large institutions have $54M invested in BNY Mellon Strategic Municipals in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 29 reducing their positions, and 11 closing their positions.

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
16
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$6.62M
2
LSC
2
Logan Stone Capital
Illinois
$1.28M
3
RCM
3
Robinson Capital Management
Michigan
$2.57M
4
WP
4
Woodline Partners
California
$604K
5
ACA
5
Ackerman Capital Advisors
Texas
$430K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.27M
2
RCM
2
Rivernorth Capital Management
Florida
$356K
3
Invesco
3
Invesco
Georgia
$1.06M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$8.58M
Name Market Value Shares Shares
Change 		Shares
Change %
BTI
76
Blue Trust Inc
Georgia
$22K 3,569 – –
NIC
77
Northwest Investment Counselors
Oregon
$18.1K 2,964 +2,964 New
BAM
78
Bellevue Asset Management
Washington
$16.6K 2,700 – –
GI
79
Gradient Investments
Minnesota
$10.4K 1,700 – –
FCT
80
First Community Trust
Iowa
$10K 1,700 – –
PWMG
81
Prestige Wealth Management Group
New Jersey
$5.8K 950 – –
MWM
82
Mascoma Wealth Management
New Hampshire
$3.4K 557 – –
AWM
83
Accel Wealth Management
Iowa
$3.13K 512 – –
Baird Financial Group
84
Baird Financial Group
Wisconsin
– – -90,892 Closed
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
– – -60,066 Closed
MIG
86
Mariner Investment Group
New York
– – -41,520 Closed
CA
87
Cetera Advisors
Colorado
– – -27,157 Closed
WCM
88
WealthBridge Capital Management
Ohio
– – -11,500 Closed
WAAG
89
Wealth Alliance Advisory Group
Kansas
– – -10,302 Closed
M1FG
90
Mach-1 Financial Group
Arkansas
– – -6,963 Closed
IAMOG
91
Investors Asset Management of Georgia
Georgia
– – -6,902 Closed
GWSG
92
GPS Wealth Strategies Group
Colorado
– – -5,623 Closed
IA
93
IFP Advisors
Florida
– – -4,555 Closed
TFP
94
Tilia Fiduciary Partners
North Carolina
– – -1,600 Closed
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