LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

60 hedge funds and large institutions have $39.1M invested in BNY Mellon Strategic Municipals in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
15
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$9.71M
2
UBS Group
2
UBS Group
Switzerland
$2.04M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$599K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$548K
5
ICAS
5
Investors Capital Advisory Services
Massachusetts
$178K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$930K
2
SIA
2
Sit Investment Associates
Minnesota
$1.97M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.84M
4
MIM
4
Macroview Investment Management
Maryland
$705K
5
CIA
5
Capital Investment Advisors
Georgia
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$9.71M +$4.97M +523,374 +105%
ITIM
2
Indiana Trust & Investment Management
Indiana
$2.04M – – –
UBS Group
3
UBS Group
Switzerland
$2.04M +$603K +63,488 +42%
SIA
4
Sit Investment Associates
Minnesota
$1.97M -$503K -52,902 -20%
CIA
5
Capital Investment Advisors
Georgia
$1.95M -$119K -12,520 -6%
Morgan Stanley
6
Morgan Stanley
New York
$1.84M -$155K -16,289 -8%
AAM
7
Advisors Asset Management
Colorado
$1.81M -$110K -11,572 -6%
Wells Fargo
8
Wells Fargo
California
$1.48M +$136K +14,307 +10%
RJA
9
Raymond James & Associates
Florida
$1.27M +$31.1K +3,270 +3%
VanEck Associates
10
VanEck Associates
New York
$1.16M +$171K +17,989 +17%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.16M +$80.5K +8,478 +7%
PMG
12
ProVise Management Group
Florida
$1.02M +$139K +14,587 +16%
LPL Financial
13
LPL Financial
California
$930K -$1.23M -129,080 -57%
HighTower Advisors
14
HighTower Advisors
Illinois
$814K -$97.9K -10,244 -11%
MIM
15
Macroview Investment Management
Maryland
$705K -$141K -14,815 -17%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$599K +$469K +49,422 +362%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$548K +$302K +31,777 +123%
MAM
18
Marquette Asset Management
Minnesota
$533K – – –
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$510K -$2.03K -214 -0.4%
WA
20
WealthTrust Axiom
Pennsylvania
$475K -$14K -1,478 -3%
DLG
21
Daniel L. Goodwin
$456K – – –
CA
22
Cornerstone Advisory
Maryland
$425K -$114K -12,000 -21%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$400K +$39.2K +4,119 +11%
Bank of America
24
Bank of America
North Carolina
$370K +$132K +13,930 +56%
CA
25
Cetera Advisors
Colorado
$286K +$111K +11,690 +64%
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