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LEO

BNY Mellon Strategic Municipals
LEO

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 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

6% more capital invested

Capital invested by funds: $50.8M → $54M (+$3.26M)

4% more funds holding

Funds holding: 80 → 83 (+3)

0.76% more ownership

Funds ownership: 13.44% → 14.19% (+0.76%)

45% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 29

Holders
83
Holders Change
+3
Holders Change %
+3.75%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
16
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.67M
2
LSC
Logan Stone Capital
Illinois
+$1.28M
3
RCM
Robinson Capital Management
Michigan
+$1.24M
4
WP
Woodline Partners
California
+$605K
5
ACA
Ackerman Capital Advisors
Texas
+$431K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.57M
2
RCM
Rivernorth Capital Management
Florida
-$677K
3
Invesco
Invesco
Georgia
-$601K
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$553K
5
Morgan Stanley
Morgan Stanley
New York
-$393K
Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
76
Blue Trust Inc
Georgia
$22K – – –
NIC
77
Northwest Investment Counselors
Oregon
$18.1K +$18.1K +2,964 New
BAM
78
Bellevue Asset Management
Washington
$16.6K – – –
GI
79
Gradient Investments
Minnesota
$10.4K – – –
FCT
80
First Community Trust
Iowa
$10K – – –
PWMG
81
Prestige Wealth Management Group
New Jersey
$5.8K – – –
MWM
82
Mascoma Wealth Management
New Hampshire
$3.4K – – –
AWM
83
Accel Wealth Management
Iowa
$3.13K – – –
Baird Financial Group
84
Baird Financial Group
Wisconsin
– -$553K -90,892 Closed
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
– -$366K -60,066 Closed
MIG
86
Mariner Investment Group
New York
– -$252K -41,520 Closed
CA
87
Cetera Advisors
Colorado
– -$165K -27,157 Closed
RIG
88
Ramiah Investment Group
Wisconsin
– -$164K -27,024 Closed
WCM
89
WealthBridge Capital Management
Ohio
– -$76K -11,500 Closed
WAAG
90
Wealth Alliance Advisory Group
Kansas
– -$63K -10,302 Closed
M1FG
91
Mach-1 Financial Group
Arkansas
– -$42K -6,963 Closed
IAMOG
92
Investors Asset Management of Georgia
Georgia
– -$42K -6,902 Closed
GWSG
93
GPS Wealth Strategies Group
Colorado
– -$34K -5,623 Closed
IA
94
IFP Advisors
Florida
– -$38K -4,555 Closed
TFP
95
Tilia Fiduciary Partners
North Carolina
– -$9.79K -1,600 Closed
1 2 3
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LEO Hedge Fund Activity: Q4 2022 in Review

83 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q4 2022, worth a combined $54M — up 6.4% from $50.8M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new LEO positions and 12 closed out — a net gain of 5 holders — while 16 added to existing stakes and 29 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.67M. The largest seller was UBS Group, cutting an estimated $1.57M.

  • 83 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q4 2022, up from 80 in Q3 2022.
  • Funds reported $54M of BNY Mellon Strategic Municipals stock for Q4 2022, up 6.4% quarter-over-quarter.
  • 17 funds opened new BNY Mellon Strategic Municipals positions in Q4 2022 and 12 closed out, a net change of +5 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q4 2022 was Wells Fargo, an estimated $3.67M added.
  • The largest BNY Mellon Strategic Municipals seller in Q4 2022 was UBS Group, an estimated $1.57M sold.

Based on aggregated 13F filings for Q4 2022.