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LEO

BNY Mellon Strategic Municipals

64 hedge funds and large institutions have $45.1M invested in BNY Mellon Strategic Municipals in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

17% more capital invested

Capital invested by funds: $38.5M → $45.1M (+$6.57M)

1.72% more ownership

Funds ownership: 8.46%10.18% (+1.7%)

3% less funds holding

Funds holding: 6664 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
22
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Robinson Capital Management
Michigan
$9.49M +$3.17M +415,247 +51%
LCM
2
Laurion Capital Management
New York
$7.36M +$4.19M +548,722 +133%
CA
3
Cornerstone Advisory
Maryland
$3.03M +$350K +45,776 +13%
GC
4
Guggenheim Capital
Illinois
$2.34M -$1.86M -243,075 -44%
Wells Fargo
5
Wells Fargo
California
$1.99M +$229K +29,947 +13%
WAM
6
Wolverine Asset Management
Illinois
$1.75M +$457K +59,873 +36%
VanEck Associates
7
VanEck Associates
New York
$1.48M +$432K +56,616 +41%
Morgan Stanley
8
Morgan Stanley
New York
$1.42M +$34.4K +4,501 +2%
SIA
9
Sit Investment Associates
Minnesota
$1.37M +$1.37M +178,726 New
UBS Group
10
UBS Group
Switzerland
$1.19M -$279K -36,467 -19%
RJA
11
Raymond James & Associates
Florida
$1.04M -$106K -13,818 -9%
CIA
12
Capital Investment Advisors
Georgia
$995K +$198K +25,890 +25%
CRC
13
Curi RMB Capital
Illinois
$962K -$111K -14,496 -10%
LCM
14
Landscape Capital Management
New Jersey
$866K -$85.7K -11,222 -9%
Bank of America
15
Bank of America
North Carolina
$854K +$167K +21,857 +24%
SG Americas Securities
16
SG Americas Securities
New York
$806K -$357K -46,735 -31%
N
17
Nuveen
North Carolina
$783K
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$553K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$467K +$2.83K +370 +0.6%
LPL Financial
20
LPL Financial
California
$396K -$42.5K -5,570 -10%
DLG
21
Daniel L. Goodwin
$368K
WS
22
Wedbush Securities
California
$330K +$26.7K +3,500 +9%
WA
23
WealthTrust Axiom
Pennsylvania
$328K +$183 +24 +0.1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$312K -$8.98K -1,176 -3%
CA
25
Cetera Advisors
Colorado
$301K +$299K +39,190 New

LEO Hedge Fund Activity: Q2 2018 in Review

64 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q2 2018, worth a combined $45.1M — up 17% from $38.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of LEO and 4 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 22 added.

The largest buyer was Laurion Capital Management, adding an estimated $4.19M. The largest seller was Guggenheim Capital, cutting an estimated $1.86M.

  • 64 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q2 2018, down from 66 in Q1 2018.
  • Funds reported $45.1M of BNY Mellon Strategic Municipals stock for Q2 2018, up 17% quarter-over-quarter.
  • 4 funds opened new BNY Mellon Strategic Municipals positions in Q2 2018 and 6 closed out, a net change of -2 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q2 2018 was Laurion Capital Management, an estimated $4.19M added.
  • The largest BNY Mellon Strategic Municipals seller in Q2 2018 was Guggenheim Capital, an estimated $1.86M sold.

Based on aggregated 13F filings for Q2 2018.