LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

60 hedge funds and large institutions have $31.6M invested in BNY Mellon Strategic Municipals in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
20
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$2.43M
2
UBS Group
UBS Group
Switzerland
$2.49M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$167K
4
Bank of America
Bank of America
North Carolina
$708K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$317K

Top Sellers

1
GC
Guggenheim Capital
Illinois
$5.26M
2
LCM
Laurion Capital Management
New York
$113K
3
CA
Cornerstone Advisory
Maryland
$3.16M
4
DA
Doliver Advisors
Texas
$0
5
UCFA
United Capital Financial Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$5.26M -$3.71M -429,341 -41%
CA
2
Cornerstone Advisory
Maryland
$3.16M -$409K -47,361 -11%
UBS Group
3
UBS Group
Switzerland
$2.49M +$269K +31,110 +12%
Wells Fargo
4
Wells Fargo
California
$2.43M +$434K +50,271 +22%
ITIM
5
Indiana Trust & Investment Management
Indiana
$1.86M – – –
Morgan Stanley
6
Morgan Stanley
New York
$1.37M -$37.7K -4,365 -3%
RJA
7
Raymond James & Associates
Florida
$1.29M +$43 +5 +0%
PMG
8
ProVise Management Group
Florida
$1.28M +$36.5K +4,225 +3%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.03M +$656 +76 +0.1%
VanEck Associates
10
VanEck Associates
New York
$996K +$47.7K +5,516 +5%
CIA
11
Capital Investment Advisors
Georgia
$886K – – –
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$882K – – –
Bank of America
13
Bank of America
North Carolina
$708K +$134K +15,464 +23%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$613K +$11.8K +1,365 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$544K +$6.58K +762 +1%
LPL Financial
16
LPL Financial
California
$434K +$96.4K +11,157 +29%
DLG
17
Daniel L. Goodwin
$415K – – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$393K +$1.88K +217 +0.5%
WA
19
WealthTrust Axiom
Pennsylvania
$369K +$224 +26 +0.1%
SWP
20
Stratos Wealth Partners
Ohio
$346K – – –
CA
21
Cetera Advisors
Colorado
$339K -$11.2K -1,300 -3%
MAM
22
Marquette Asset Management
Minnesota
$330K – – –
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$317K +$114K +13,250 +57%
SWM
24
SeaCrest Wealth Management
New York
$235K +$235K +27,151 New
HCM
25
Hollencrest Capital Management
California
$229K – – –
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