LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

71 hedge funds and large institutions have $84M invested in BNY Mellon Strategic Municipals in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
23
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$31.2M
2
CA
Cornerstone Advisory
Maryland
$9.33M
3
RCM
Robinson Capital Management
Michigan
$10.8M
4
SIA
Sit Investment Associates
Minnesota
$2.33M
5
PPA
Parametric Portfolio Associates
Washington
$982K

Top Sellers

1
LCM
Laurion Capital Management
New York
$4.44M
2
SG Americas Securities
SG Americas Securities
New York
$0
3
Wells Fargo
Wells Fargo
California
$1.34M
4
CRC
Curi RMB Capital
Illinois
$793K
5
DA
Doliver Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$31.2M +$16.3M +13,204 +109%
RCM
2
Robinson Capital Management
Michigan
$10.8M +$1.48M +197,286 +16%
CA
3
Cornerstone Advisory
Maryland
$9.33M +$6.37M +849,430 +215%
LCM
4
Laurion Capital Management
New York
$4.44M -$2.76M -367,833 -38%
SIA
5
Sit Investment Associates
Minnesota
$2.33M +$987K +131,568 +74%
GC
6
Guggenheim Capital
Illinois
$2.3M +$14.3K +1,904 +0.6%
WAM
7
Wolverine Asset Management
Illinois
$1.78M +$74.6K +9,946 +4%
VanEck Associates
8
VanEck Associates
New York
$1.6M +$154K +20,525 +11%
Morgan Stanley
9
Morgan Stanley
New York
$1.55M +$160K +21,357 +12%
Wells Fargo
10
Wells Fargo
California
$1.34M -$613K -81,815 -31%
CIA
11
Capital Investment Advisors
Georgia
$1.26M +$289K +38,537 +30%
UBS Group
12
UBS Group
Switzerland
$1.17M +$6.74K +898 +0.6%
RJA
13
Raymond James & Associates
Florida
$1.02M -$5.04K -672 -0.5%
PMG
14
ProVise Management Group
Florida
$989K -$88.7K -11,825 -8%
PPA
15
Parametric Portfolio Associates
Washington
$982K +$982K +130,891 New
CRC
16
Curi RMB Capital
Illinois
$793K -$148K -19,747 -16%
LCM
17
Landscape Capital Management
New Jersey
$792K -$54.6K -7,280 -6%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$766K – – –
Bank of America
19
Bank of America
North Carolina
$756K -$79.5K -10,602 -10%
COLIM
20
City of London Investment Management
United Kingdom
$679K +$679K +90,669 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$529K -$8.61K -1,150 -2%
Invesco
22
Invesco
Georgia
$521K +$521K +69,410 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$460K +$3.68K +491 +0.8%
LPL Financial
24
LPL Financial
California
$391K +$3.96K +527 +1%
DLG
25
Daniel L. Goodwin
$360K – – –
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