LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

60 hedge funds and large institutions have $37.5M invested in BNY Mellon Strategic Municipals in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
11
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$1.68M
2
GC
2
Guggenheim Capital
Illinois
$10.7M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$857K
4
VKH
4
Virtu KCG Holdings
New York
$220K
5
Bank of America
5
Bank of America
North Carolina
$394K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
VanEck Associates
2
VanEck Associates
New York
$813K
3
SIA
3
SeaBridge Investment Advisors
New Jersey
$0
4
SIA
4
Sit Investment Associates
Minnesota
$1.55M
5
LPL Financial
5
LPL Financial
California
$724K
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$10.7M 1,271,337 +62,365 +5%
UBS Group
2
UBS Group
Switzerland
$2.41M 287,161 +21,114 +8%
ITIM
3
Indiana Trust & Investment Management
Indiana
$1.81M 215,008 – –
Bessemer Group
4
Bessemer Group
New Jersey
$1.68M 200,000 +200,000 New
Morgan Stanley
5
Morgan Stanley
New York
$1.62M 192,239 +3,511 +2%
CIA
6
Capital Investment Advisors
Georgia
$1.57M 186,964 +10,038 +6%
SIA
7
Sit Investment Associates
Minnesota
$1.55M 184,030 -21,253 -10%
Wells Fargo
8
Wells Fargo
California
$1.45M 172,084 +14,232 +9%
AAM
9
Advisors Asset Management
Colorado
$1.4M 166,130 -15,211 -8%
RJA
10
Raymond James & Associates
Florida
$1.11M 131,897 -3,992 -3%
PMG
11
ProVise Management Group
Florida
$1.06M 125,494 -1,177 -0.9%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$1.03M 122,061 -4,368 -3%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$857K 102,080 +41,744 +69%
VanEck Associates
14
VanEck Associates
New York
$813K 96,790 -41,107 -30%
LPL Financial
15
LPL Financial
California
$724K 85,951 -18,629 -18%
HighTower Advisors
16
HighTower Advisors
Illinois
$641K 76,568 -594 -0.8%
MAM
17
Marquette Asset Management
Minnesota
$472K 56,135 – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$448K 53,281 -325 -0.6%
DLG
19
Daniel L. Goodwin
$403K 48,022 – –
WA
20
WealthTrust Axiom
Pennsylvania
$395K 47,140 -2,975 -6%
Bank of America
21
Bank of America
North Carolina
$394K 46,821 +24,596 +111%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$363K 43,164 +242 +0.6%
CA
23
Cornerstone Advisory
Maryland
$346K 41,180 – –
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$345K 40,957 +18,204 +80%
MIM
25
Macroview Investment Management
Maryland
$342K 40,683 -10,030 -20%
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