LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

65 hedge funds and large institutions have $24.6M invested in BNY Mellon Strategic Municipals in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
14
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$406K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$248K
3
SIA
3
Sit Investment Associates
Minnesota
$2.72M
4
BW
4
Bison Wealth
Georgia
$143K
5
CAN
5
Cetera Advisor Networks
California
$135K

Top Sellers

1
NCM
1
Newgate Capital Management
Connecticut
$0
2
MIM
2
Macroview Investment Management
Maryland
$1.57M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
Comerica Bank
4
Comerica Bank
Texas
$155K
5
LPL Financial
5
LPL Financial
California
$542K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.52M +$58.9K +7,205 +2%
SIA
2
Sit Investment Associates
Minnesota
$2.72M +$146K +17,800 +6%
LSA
3
Liberty Street Advisors
New York
$1.9M +$124K +15,208 +7%
CIA
4
Capital Investment Advisors
Georgia
$1.82M +$29.9K +3,650 +2%
MIM
5
Macroview Investment Management
Maryland
$1.57M -$375K -45,890 -19%
RJA
6
Raymond James & Associates
Florida
$1.11M -$18.4K -2,247 -2%
Wells Fargo
7
Wells Fargo
California
$745K -$104K -12,739 -12%
HighTower Advisors
8
HighTower Advisors
Illinois
$704K -$4.86K -595 -0.7%
Bank of America
9
Bank of America
North Carolina
$669K -$94K -11,490 -12%
PMG
10
ProVise Management Group
Florida
$667K -$2.32K -284 -0.3%
VanEck Associates
11
VanEck Associates
New York
$561K -$97.7K -11,942 -15%
LPL Financial
12
LPL Financial
California
$542K -$164K -19,844 -23%
MAM
13
Marquette Asset Management
Minnesota
$459K – – –
UBS Group
14
UBS Group
Switzerland
$452K -$102K -12,493 -18%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$450K +$38.5K +4,703 +9%
WA
16
WealthTrust Axiom
Pennsylvania
$421K +$45.1K +5,524 +12%
AAM
17
Advisors Asset Management
Colorado
$406K +$406K +49,670 New
DLG
18
Daniel L. Goodwin
$393K -$55.3K -6,754 -12%
GC
19
Guggenheim Capital
Illinois
$345K -$38.4K -4,686 -10%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$293K -$5.23K -638 -2%
HCM
21
Hollencrest Capital Management
California
$250K – – –
RJFSA
22
Raymond James Financial Services Advisors
Florida
$248K +$248K +30,350 New
CS
23
Credit Suisse
Switzerland
$245K – – –
SWP
24
Stratos Wealth Partners
Ohio
$245K +$32.7K +4,000 +15%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$243K -$8.53K -1,041 -3%
1
2 3