LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

88 hedge funds and large institutions have $93.2M invested in BNY Mellon Strategic Municipals in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
24
Increased
25
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LSC
1
Logan Stone Capital
Illinois
$9.27M
2
RCM
2
Rivernorth Capital Management
Florida
$11.1M
3
SCM
3
Saba Capital Management
New York
$4.07M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$5.84M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.66M

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
Wells Fargo
2
Wells Fargo
California
$9.4M
3
GC
3
Guggenheim Capital
Illinois
$3.99M
4
WP
4
Woodline Partners
California
$0
5
Ameriprise
5
Ameriprise
Minnesota
$833K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCCP
76
Mission Creek Capital Partners
California
$61K -$22.4K -3,819 -27%
Comerica Bank
77
Comerica Bank
Texas
$35.9K -$35K -5,978 -49%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$23.2K – – –
SPIA
79
Steward Partners Investment Advisory
New York
$21.1K – – –
BTI
80
Blue Trust Inc
Georgia
$19K – – –
FCT
81
First Community Trust
Iowa
$9.96K – – –
GI
82
Gradient Investments
Minnesota
$9.96K – – –
Bessemer Group
83
Bessemer Group
New Jersey
$6K +$6K +1,092 New
PWMG
84
Prestige Wealth Management Group
New Jersey
$5.57K – – –
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$5.1K -$22.2K -3,780 -81%
MWM
86
Mascoma Wealth Management
New Hampshire
$3.26K – – –
CAS
87
Coppell Advisory Solutions
Texas
$1.1K +$1.1K +193 New
RCM
88
Robinson Capital Management
Michigan
– -$3.06M -574,959 Closed
WP
89
Woodline Partners
California
– -$411K -77,033 Closed
PVM
90
Palogic Value Management
Texas
– -$160K -30,000 Closed
WKWM
91
Walter & Keenan Wealth Management
Indiana
– -$160K -30,000 Closed
IC
92
IEQ Capital
California
– -$130K -24,375 Closed
SWM
93
SeaCrest Wealth Management
New York
– -$117K -21,950 Closed
PFM
94
Phillips Financial Management
Indiana
– -$87.9K -16,500 Closed
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
– -$67K -12,549 Closed
Walleye Capital
96
Walleye Capital
New York
– -$64.2K -12,045 Closed
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
– -$59K -11,094 Closed
WWM
98
Wolff Wiese Magana
California
– -$38.2K -7,166 Closed
NIC
99
Northwest Investment Counselors
Oregon
– -$15.8K -2,964 Closed
OSNBOA
100
Old Second National Bank of Aurora
Illinois
– -$96 -18 Closed
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