LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

89 hedge funds and large institutions have $130M invested in BNY Mellon Strategic Municipals in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
26
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$7.18M
2
RCM
2
Rivernorth Capital Management
Florida
$15.7M
3
SCM
3
Saba Capital Management
New York
$28.9M
4
SIA
4
Sit Investment Associates
Minnesota
$1.8M
5
1CP
5
1607 Capital Partners
Virginia
$1.54M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$828K
2
LCM
2
Landscape Capital Management
New Jersey
$0
3
WAM
3
Wolverine Asset Management
Illinois
$332K
4
AA
4
AQR Arbitrage
Connecticut
$3.06M
5
Wells Fargo
5
Wells Fargo
California
$9.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
XF
76
XML Financial
Maryland
$67.1K +$67.1K +10,310 New
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$53.6K +$38.7K +5,942 +259%
GRP
78
Global Retirement Partners
California
$32.6K – – –
BTI
79
Blue Trust Inc
Georgia
$21.8K – – –
WI
80
Wintrust Investments
Illinois
$13K -$117K -18,057 -90%
FCT
81
First Community Trust
Iowa
$11.1K – – –
SPIA
82
Steward Partners Investment Advisory
New York
$9.77K – – –
Bessemer Group
83
Bessemer Group
New Jersey
$7K +$1.93K +313 +38%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$6.51K -$6.22K -956 -49%
PWMG
85
Prestige Wealth Management Group
New Jersey
$6.2K – – –
FIA
86
FNY Investment Advisers
New York
$6K +$6K +1,000 New
IA
87
IFP Advisors
Florida
$3.66K +$3.66K +562 New
MWM
88
Mascoma Wealth Management
New Hampshire
$3.63K – – –
TRCT
89
Tower Research Capital (TRC)
New York
$651 +$651 +100 New
LCM
90
Landscape Capital Management
New Jersey
– -$1.02M -167,236 Closed
FPCP
91
Fort Point Capital Partners
California
– -$404K -65,976 Closed
Nomura Holdings
92
Nomura Holdings
Japan
– -$303K -49,500 Closed
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
– -$190K -31,030 Closed
KWA
94
Kingswood Wealth Advisors
California
– -$156K -25,530 Closed
HF
95
HRT Financial
New York
– -$77K -12,632 Closed
GI
96
Gradient Investments
Minnesota
– -$10.4K -1,700 Closed
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