LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

85 hedge funds and large institutions have $112M invested in BNY Mellon Strategic Municipals in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
31
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$24.8M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$2.9M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$8.97M
4
AC
4
Almitas Capital
California
$351K
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$346K

Top Sellers

1
LSC
1
Logan Stone Capital
Illinois
$7.23M
2
Wells Fargo
2
Wells Fargo
California
$9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$117K
4
Truist Financial
4
Truist Financial
North Carolina
$0
5
CRC
5
Curi RMB Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
76
Blue Trust Inc
Georgia
$21.8K – – –
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$14K -$3.52K -575 -20%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$12K -$12.2K -2,000 -51%
GI
79
Gradient Investments
Minnesota
$10.4K – – –
FCT
80
First Community Trust
Iowa
$10.4K – – –
SPIA
81
Steward Partners Investment Advisory
New York
$9.18K -$6.56K -1,071 -42%
PWMG
82
Prestige Wealth Management Group
New Jersey
$5.81K – – –
Bessemer Group
83
Bessemer Group
New Jersey
$5K -$188 -31 -4%
MWM
84
Mascoma Wealth Management
New Hampshire
$3.41K – – –
Truist Financial
85
Truist Financial
North Carolina
– -$821K -134,656 Closed
CRC
86
Curi RMB Capital
Illinois
– -$763K -125,000 Closed
AWS
87
Atria Wealth Solutions
New York
– -$240K -39,255 Closed
MFG
88
Merit Financial Group
Georgia
– -$69.9K -11,614 Closed
MCCP
89
Mission Creek Capital Partners
California
– -$63.5K -10,415 Closed
FIA
90
FNY Investment Advisers
New York
– -$6 -1,000 Closed
1 2 3
4