LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

102 hedge funds and large institutions have $135M invested in BNY Mellon Strategic Municipals in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
37
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$29.8M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$8.99M
3
Capstone Investment Advisors
3
Capstone Investment Advisors
New York
$1.74M
4
AAM
4
Advisors Asset Management
Colorado
$1.45M
5
COLIM
5
City of London Investment Management
United Kingdom
$1.41M

Top Sellers

1
AA
1
AQR Arbitrage
Connecticut
$2.11M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.85M
3
RCM
3
Rivernorth Capital Management
Florida
$14.2M
4
NMC
4
Nine Masts Capital
Hong Kong
$161K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$600K
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$94.1K – – –
NA
77
NewEdge Advisors
Louisiana
$89K -$538 -89 -0.6%
BRWA
78
B. Riley Wealth Advisors
Florida
$87K -$6.04K -1,000 -6%
SA
79
Sanctuary Advisors
Indiana
$84.5K – – –
KAS
80
Kestra Advisory Services
Texas
$78.9K -$31.4K -5,203 -28%
PFS
81
Prospera Financial Services
Texas
$77.9K +$701 +116 +0.9%
Osaic Holdings
82
Osaic Holdings
Arizona
$75K +$3.03K +501 +4%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$72.5K +$66.5K +11,003 +1,100%
HCM
84
Hollencrest Capital Management
California
$72.4K – – –
VCA
85
Verdence Capital Advisors
Maryland
$71.7K +$858 +142 +1%
Walleye Capital
86
Walleye Capital
New York
$71.4K +$71.4K +11,818 New
CMS
87
Capital Market Strategies
Florida
$67.2K -$81.5K -13,500 -55%
KPWS
88
Kestra Private Wealth Services
Texas
$67K – – –
XF
89
XML Financial
Maryland
$60.4K -$1.87K -310 -3%
GRP
90
Global Retirement Partners
California
$30.2K – – –
BTI
91
Blue Trust Inc
Georgia
$21.6K – – –
Bessemer Group
92
Bessemer Group
New Jersey
$12K +$4.9K +784 +69%
FCT
93
First Community Trust
Iowa
$10.3K – – –
SPIA
94
Steward Partners Investment Advisory
New York
$9.06K – – –
WI
95
Wintrust Investments
Illinois
$8K -$3.1K -560 -28%
PWMG
96
Prestige Wealth Management Group
New Jersey
$5.74K – – –
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$5.26K -$44.5K -7,367 -89%
IA
98
IFP Advisors
Florida
$3.39K – – –
MWM
99
Mascoma Wealth Management
New Hampshire
$3.36K – – –
TRCT
100
Tower Research Capital (TRC)
New York
$151 -$453 -75 -75%
1 2 3
4
5