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LEO

BNY Mellon Strategic Municipals
LEO

47 hedge funds and large institutions have $19.2M invested in BNY Mellon Strategic Municipals in 2013 Q2 according to their latest regulatory filings, with 47 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

3.63% more ownership

Funds ownership: 0% → 3.63% (+3.6%)

Holders
47
Holders Change
+47
Holders Change %
–
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
47
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.78M +$2.92M +323,606 New
GC
2
Guggenheim Capital
Illinois
$2.21M +$2.33M +257,475 New
SIA
3
Sit Investment Associates
Minnesota
$2.13M +$2.23M +247,120 New
U
4
UBS
Switzerland
$1.71M +$1.79M +198,203 New
RJA
5
Raymond James & Associates
Florida
$1.48M +$1.55M +171,493 New
Invesco
6
Invesco
Georgia
$1.09M +$1.14M +126,243 New
LPL Financial
7
LPL Financial
California
$741K +$779K +86,212 New
HighTower Advisors
8
HighTower Advisors
Illinois
$647K +$679K +75,190 New
DLG
9
Daniel L. Goodwin
$518K +$544K +60,176 New
MAM
10
Marquette Asset Management
Minnesota
$478K +$502K +55,525 New
HIM
11
Hanlon Investment Management
New Jersey
$473K +$497K +55,000 New
Wells Fargo
12
Wells Fargo
California
$441K +$464K +51,373 New
N
13
Nuveen
North Carolina
$412K +$433K +47,900 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$381K +$400K +44,285 New
HK
15
Horizon Kinetics
New York
$335K +$352K +38,970 New
PMG
16
ProVise Management Group
Florida
$301K +$317K +35,076 New
WA
17
WealthTrust Axiom
Pennsylvania
$292K +$307K +34,000 New
VanEck Associates
18
VanEck Associates
New York
$276K +$290K +32,112 New
EFS
19
Essex Financial Services
Connecticut
$270K +$284K +31,411 New
SBWM
20
Sunflower Bank Wealth Management
Arizona
$237K +$249K +27,500 New
KCG
21
Knight Capital Group
$199K +$210K +23,192 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$178K +$187K +20,656 New
Bank of America
23
Bank of America
North Carolina
$173K +$182K +20,085 New
PP
24
Paloma Partners
Connecticut
$168K +$176K +19,500 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$160K +$169K +18,673 New
1
2

LEO Hedge Fund Activity: Q2 2013 in Review

47 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q2 2013, worth a combined $19.2M.

Buyers outnumbered sellers: 47 funds opened new LEO positions and 0 closed out — a net gain of 47 holders — while 0 added to existing stakes and 0 trimmed.

  • 47 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $19.2M of BNY Mellon Strategic Municipals stock for Q2 2013.
  • 47 funds opened new BNY Mellon Strategic Municipals positions in Q2 2013 and 0 closed out, a net change of +47 holders.

Based on aggregated 13F filings for Q2 2013.