LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

57 hedge funds and large institutions have $38.9M invested in BNY Mellon Strategic Municipals in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
16
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisory
Maryland
$3.69M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$432K
3
Wells Fargo
3
Wells Fargo
California
$1.89M
4
VanEck Associates
4
VanEck Associates
New York
$926K
5
Bank of America
5
Bank of America
North Carolina
$538K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$10.1M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$91K
3
SIA
3
Sit Investment Associates
Minnesota
$856K
4
LPL Financial
4
LPL Financial
California
$348K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.51M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$10.1M 1,129,599 -69,614 -6%
CA
2
Cornerstone Advisory
Maryland
$3.69M 413,592 +373,412 +929%
UBS Group
3
UBS Group
Switzerland
$2.23M 250,766 -9,205 -4%
ITIM
4
Indiana Trust & Investment Management
Indiana
$1.92M 215,008 – –
Wells Fargo
5
Wells Fargo
California
$1.89M 212,477 +29,464 +16%
Bessemer Group
6
Bessemer Group
New Jersey
$1.65M 185,000 -15,000 -8%
Morgan Stanley
7
Morgan Stanley
New York
$1.51M 169,357 -29,875 -15%
RJA
8
Raymond James & Associates
Florida
$1.34M 149,928 +1,990 +1%
PMG
9
ProVise Management Group
Florida
$1.23M 137,808 +9,350 +7%
AAM
10
Advisors Asset Management
Colorado
$1.17M 131,320 -22,925 -15%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.08M 121,114 +5,563 +5%
VanEck Associates
12
VanEck Associates
New York
$926K 103,910 +13,989 +16%
CIA
13
Capital Investment Advisors
Georgia
$914K 102,603 – –
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$910K 102,080 – –
SIA
15
Sit Investment Associates
Minnesota
$856K 96,092 -54,802 -36%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$574K 64,397 +3,032 +5%
Bank of America
17
Bank of America
North Carolina
$538K 60,471 +12,387 +26%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$432K 48,517 +35,578 +275%
DLG
19
Daniel L. Goodwin
$428K 48,022 – –
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$404K 45,373 +3,519 +8%
WA
21
WealthTrust Axiom
Pennsylvania
$380K 42,689 -4,475 -9%
CA
22
Cetera Advisors
Colorado
$361K 40,490 – –
SWP
23
Stratos Wealth Partners
Ohio
$356K 40,000 – –
LPL Financial
24
LPL Financial
California
$348K 39,064 -46,763 -54%
MAM
25
Marquette Asset Management
Minnesota
$340K 38,140 – –
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