LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

72 hedge funds and large institutions have $65.2M invested in BNY Mellon Strategic Municipals in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
20
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisory
Maryland
+$5.97M
2
RCM
Rivernorth Capital Management
Florida
+$5.95M
3
SIA
Sit Investment Associates
Minnesota
+$1.82M
4
Morgan Stanley
Morgan Stanley
New York
+$1.6M
5
DFG
Delphi Financial Group
Delaware
+$1.34M

Top Sellers

1
LCM
Laurion Capital Management
New York
-$4.44M
2
GC
Guggenheim Capital
Illinois
-$939K
3
CRC
Curi RMB Capital
Illinois
-$793K
4
PPA
Parametric Portfolio Associates
Washington
-$546K
5
Wells Fargo
Wells Fargo
California
-$492K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1
Cornerstone Advisory
Maryland
$14.9M +$5.97M +831,204 +67%
RCM
2
Robinson Capital Management
Michigan
$9.89M -$408K -56,784 -4%
RCM
3
Rivernorth Capital Management
Florida
$5.95M +$5.95M +829,202 New
SIA
4
Sit Investment Associates
Minnesota
$4.04M +$1.82M +252,840 +81%
Morgan Stanley
5
Morgan Stanley
New York
$3.09M +$1.6M +223,381 +108%
CIA
6
Capital Investment Advisors
Georgia
$1.98M +$768K +107,015 +64%
VanEck Associates
7
VanEck Associates
New York
$1.62M +$87.8K +12,229 +6%
UBS Group
8
UBS Group
Switzerland
$1.58M +$461K +64,160 +41%
DFG
9
Delphi Financial Group
Delaware
$1.34M +$1.34M +186,340 New
GC
10
Guggenheim Capital
Illinois
$1.27M -$939K -130,704 -43%
WAM
11
Wolverine Asset Management
Illinois
$1.22M -$487K -67,795 -29%
LCM
12
Landscape Capital Management
New Jersey
$1.11M +$351K +48,823 +46%
Invesco
13
Invesco
Georgia
$1.02M +$522K +72,615 +105%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$916K +$183K +25,445 +25%
PMG
15
ProVise Management Group
Florida
$899K -$48.3K -6,725 -5%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$898K +$741K +103,163 +471%
AA
17
AQR Arbitrage
Connecticut
$816K +$588K +81,945 +258%
Wells Fargo
18
Wells Fargo
California
$785K -$492K -68,581 -39%
RJA
19
Raymond James & Associates
Florida
$757K -$215K -30,012 -22%
Bank of America
20
Bank of America
North Carolina
$674K -$49.9K -6,947 -7%
COLIM
21
City of London Investment Management
United Kingdom
$651K – – –
Baird Financial Group
22
Baird Financial Group
Wisconsin
$564K +$472K +65,727 +511%
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$508K +$293K +40,800 +136%
WAM
24
Weiss Asset Management
Massachusetts
$506K +$506K +70,509 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$499K -$8.62K -1,200 -2%
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