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LEO

BNY Mellon Strategic Municipals
LEO

77 hedge funds and large institutions have $58.7M invested in BNY Mellon Strategic Municipals in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

9% more capital invested

Capital invested by funds: $53.9M → $58.7M (+$4.74M)

1.18% more ownership

Funds ownership: 13.97% → 15.15% (+1.2%)

5% less funds holding

Funds holding: 81 → 77 (-4)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
77
Holders Change
-4
Holders Change %
-4.94%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
18
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.27M
2
UBS Group
UBS Group
Switzerland
+$914K
3
Truist Financial
Truist Financial
North Carolina
+$883K
4
WP
Woodline Partners
California
+$854K
5
RCM
Robinson Capital Management
Michigan
+$842K

Top Sellers

Rank Fund Capital Flow
1
LSC
Logan Stone Capital
Illinois
-$663K
2
AWM
AE Wealth Management
Kansas
-$589K
3
VanEck Associates
VanEck Associates
New York
-$342K
4
Invesco
Invesco
Georgia
-$260K
5
FAIM
Financial Advocates Investment Management
Washington
-$250K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
76
Mascoma Wealth Management
New Hampshire
$3.29K – – –
OSNBOA
77
Old Second National Bank of Aurora
Illinois
$112 – – –
AWM
78
AE Wealth Management
Kansas
– -$589K -94,468 Closed
FAIM
79
Financial Advocates Investment Management
Washington
– -$250K -40,034 Closed
Walleye Capital
80
Walleye Capital
New York
– -$232K -37,152 Closed
KAS
81
Kestra Advisory Services
Texas
– -$116K -18,522 Closed
IAIM
82
International Assets Investment Management
Florida
– -$96.7K -15,500 Closed
LB
83
Leo Brokerage
Texas
– -$84.2K -13,495 Closed
SFS
84
Sowell Financial Services
Arkansas
– -$84K -13,445 Closed
EH
85
Equitable Holdings
New York
– -$77.5K -12,418 Closed
PCTC
86
Perkins Coie Trust Company
Washington
– -$56.2K -9,000 Closed
GWSG
87
GPS Wealth Strategies Group
Colorado
– -$35.1K -5,623 Closed
BAM
88
Bellevue Asset Management
Washington
– -$16.8K -2,700 Closed
JP Morgan Chase
89
JP Morgan Chase
New York
– -$8K -1,220 Closed
AWM
90
Accel Wealth Management
Iowa
– -$3.19K -512 Closed
TCWA
91
Ten Capital Wealth Advisors
Washington
– -$50 -8 Closed
1 2 3
4

LEO Hedge Fund Activity: Q2 2023 in Review

77 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q2 2023, worth a combined $58.7M — up 8.8% from $53.9M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of LEO and 10 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 24 added.

The largest buyer was Wells Fargo, adding an estimated $1.27M. The largest seller was Logan Stone Capital, cutting an estimated $663K.

  • 77 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q2 2023, down from 81 in Q1 2023.
  • Funds reported $58.7M of BNY Mellon Strategic Municipals stock for Q2 2023, up 8.8% quarter-over-quarter.
  • 10 funds opened new BNY Mellon Strategic Municipals positions in Q2 2023 and 14 closed out, a net change of -4 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q2 2023 was Wells Fargo, an estimated $1.27M added.
  • The largest BNY Mellon Strategic Municipals seller in Q2 2023 was Logan Stone Capital, an estimated $663K sold.

Based on aggregated 13F filings for Q2 2023.