LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

66 hedge funds and large institutions have $27.1M invested in BNY Mellon Strategic Municipals in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
15
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$2.14M
2
LPL Financial
2
LPL Financial
California
$1.78M
3
AAM
3
Advisors Asset Management
Colorado
$1.08M
4
Wells Fargo
4
Wells Fargo
California
$1.14M
5
VKH
5
Virtu KCG Holdings
New York
$338K

Top Sellers

1
LSA
1
Liberty Street Advisors
New York
$0
2
MIM
2
Macroview Investment Management
Maryland
$1.01M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.05M
4
Bank of America
4
Bank of America
North Carolina
$257K
5
SIA
5
Sit Investment Associates
Minnesota
$2.56M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.05M 357,628 -73,172 -17%
SIA
2
Sit Investment Associates
Minnesota
$2.56M 299,399 -33,641 -10%
GC
3
Guggenheim Capital
Illinois
$2.14M 250,166 +208,052 +494%
CIA
4
Capital Investment Advisors
Georgia
$1.89M 221,321 -1,700 -0.8%
LPL Financial
5
LPL Financial
California
$1.78M 207,131 +141,395 +215%
Wells Fargo
6
Wells Fargo
California
$1.14M 133,892 +42,774 +47%
AAM
7
Advisors Asset Management
Colorado
$1.08M 125,825 +76,155 +153%
RJA
8
Raymond James & Associates
Florida
$1.06M 124,288 -11,053 -8%
MIM
9
Macroview Investment Management
Maryland
$1.01M 117,706 -74,360 -39%
PMG
10
ProVise Management Group
Florida
$725K 84,847 +3,312 +4%
HighTower Advisors
11
HighTower Advisors
Illinois
$703K 82,427 -3,690 -4%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$691K 80,970 +25,996 +47%
CA
13
Cornerstone Advisory
Maryland
$689K 80,631 +80,631 New
VanEck Associates
14
VanEck Associates
New York
$661K 77,353 +8,784 +13%
UBS Group
15
UBS Group
Switzerland
$656K 76,797 +21,514 +39%
MAM
16
Marquette Asset Management
Minnesota
$479K 56,135 – –
WA
17
WealthTrust Axiom
Pennsylvania
$414K 48,548 -2,976 -6%
BW
18
Bison Wealth
Georgia
$412K 48,432 +30,849 +175%
DLG
19
Daniel L. Goodwin
$410K 48,022 – –
VKH
20
Virtu KCG Holdings
New York
$338K 39,616 +39,616 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$306K 35,867 +93 +0.3%
Bank of America
22
Bank of America
North Carolina
$257K 30,145 -51,665 -63%
CS
23
Credit Suisse
Switzerland
$256K 30,000 – –
SWP
24
Stratos Wealth Partners
Ohio
$256K 30,000 – –
HCM
25
Hollencrest Capital Management
California
$244K 28,520 -2,000 -7%
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