LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

60 hedge funds and large institutions have $36.5M invested in BNY Mellon Strategic Municipals in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
13
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$181K
2
RJA
Raymond James & Associates
Florida
$1.27M
3
Ameriprise
Ameriprise
Minnesota
$123K
4
DA
Doliver Advisors
Texas
$114K
5
Stifel Financial
Stifel Financial
Missouri
$104K

Top Sellers

1
CIA
Capital Investment Advisors
Georgia
$882K
2
GC
Guggenheim Capital
Illinois
$10.3M
3
SIA
Sit Investment Associates
Minnesota
$1.3M
4
UBS Group
UBS Group
Switzerland
$2.24M
5
VKH
Virtu KCG Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$10.3M -$620K -72,124 -6%
UBS Group
2
UBS Group
Switzerland
$2.24M -$234K -27,190 -9%
ITIM
3
Indiana Trust & Investment Management
Indiana
$1.85M – – –
Bessemer Group
4
Bessemer Group
New Jersey
$1.72M – – –
Morgan Stanley
5
Morgan Stanley
New York
$1.71M +$60.2K +6,993 +4%
Wells Fargo
6
Wells Fargo
California
$1.57M +$94K +10,929 +6%
AAM
7
Advisors Asset Management
Colorado
$1.33M -$102K -11,885 -7%
SIA
8
Sit Investment Associates
Minnesota
$1.3M -$285K -33,136 -18%
RJA
9
Raymond James & Associates
Florida
$1.27M +$138K +16,041 +12%
PMG
10
ProVise Management Group
Florida
$1.1M +$25.5K +2,964 +2%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$994K -$56K -6,510 -5%
CIA
12
Capital Investment Advisors
Georgia
$882K -$725K -84,361 -45%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$878K – – –
VanEck Associates
14
VanEck Associates
New York
$773K -$59K -6,869 -7%
LPL Financial
15
LPL Financial
California
$744K -$1.08K -124 -0.1%
HighTower Advisors
16
HighTower Advisors
Illinois
$666K +$4.65K +538 +0.7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$528K +$69.6K +8,084 +15%
Bank of America
18
Bank of America
North Carolina
$414K +$10.9K +1,263 +3%
DLG
19
Daniel L. Goodwin
$413K – – –
WA
20
WealthTrust Axiom
Pennsylvania
$405K +$206 +24 +0.1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$360K -$11.3K -1,310 -3%
CA
22
Cetera Advisors
Colorado
$348K -$1.72K -200 -0.5%
CA
23
Cornerstone Advisory
Maryland
$346K -$8.61K -1,000 -2%
SWP
24
Stratos Wealth Partners
Ohio
$344K – – –
MAM
25
Marquette Asset Management
Minnesota
$328K -$155K -17,995 -32%
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