LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

58 hedge funds and large institutions have $35.8M invested in BNY Mellon Strategic Municipals in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
20
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$946K
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$611K
3
Wells Fargo
3
Wells Fargo
California
$2.03M
4
DA
4
Doliver Advisors
Texas
$148K
5
PMG
5
ProVise Management Group
Florida
$1.27M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$76K
2
AAM
2
Advisors Asset Management
Colorado
$0
3
GC
3
Guggenheim Capital
Illinois
$9.12M
4
SIA
4
Sit Investment Associates
Minnesota
$147K
5
SBWM
5
Sunflower Bank Wealth Management
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$9.12M 1,037,804 -91,795 -8%
CA
2
Cornerstone Advisory
Maryland
$3.64M 413,592 – –
UBS Group
3
UBS Group
Switzerland
$2.26M 256,679 +5,913 +2%
Wells Fargo
4
Wells Fargo
California
$2.03M 230,988 +18,511 +9%
ITIM
5
Indiana Trust & Investment Management
Indiana
$1.89M 215,008 – –
Morgan Stanley
6
Morgan Stanley
New York
$1.43M 162,840 -6,517 -4%
RJA
7
Raymond James & Associates
Florida
$1.32M 149,621 -307 -0.2%
PMG
8
ProVise Management Group
Florida
$1.27M 144,116 +6,308 +5%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.05M 119,657 -1,457 -1%
VanEck Associates
10
VanEck Associates
New York
$965K 109,782 +5,872 +6%
LCM
11
Laurion Capital Management
New York
$946K 107,578 +107,578 New
CIA
12
Capital Investment Advisors
Georgia
$902K 102,603 – –
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$897K 102,080 – –
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$611K 69,510 +20,993 +43%
Bank of America
15
Bank of America
North Carolina
$585K 66,480 +6,009 +10%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$547K 62,212 -2,185 -3%
DLG
17
Daniel L. Goodwin
$422K 48,022 – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$398K 45,268 -105 -0.2%
WA
19
WealthTrust Axiom
Pennsylvania
$375K 42,713 +24 +0.1%
CA
20
Cetera Advisors
Colorado
$356K 40,490 – –
SWP
21
Stratos Wealth Partners
Ohio
$352K 40,000 – –
LPL Financial
22
LPL Financial
California
$344K 39,089 +25 +0.1%
MAM
23
Marquette Asset Management
Minnesota
$335K 38,140 – –
HCM
24
Hollencrest Capital Management
California
$233K 26,460 -2,060 -7%
YP
25
Yellowstone Partners
Idaho
$211K 24,016 +24,016 New
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