LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

58 hedge funds and large institutions have $60.8M invested in BNY Mellon Strategic Municipals in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
23
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$3.09M
2
Invesco
Invesco
Georgia
$2.78M
3
LPL Financial
LPL Financial
California
$1.13M
4
CA
Cornerstone Advisory
Maryland
$18.9M
5
UBS Group
UBS Group
Switzerland
$2.38M

Top Sellers

1
RCM
Robinson Capital Management
Michigan
$5.66M
2
Bank of America
Bank of America
North Carolina
$695K
3
CA
Cetera Advisors
Colorado
$0
4
VanEck Associates
VanEck Associates
New York
$1.71M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1
Cornerstone Advisory
Maryland
$18.9M +$630K +77,057 +3%
RCM
2
Robinson Capital Management
Michigan
$5.66M -$5.97M -710,154 -51%
Morgan Stanley
3
Morgan Stanley
New York
$4.88M +$195K +23,850 +4%
SIA
4
Sit Investment Associates
Minnesota
$3.7M -$224K -27,448 -6%
GC
5
Guggenheim Capital
Illinois
$3.09M +$1.06M +129,806 +52%
Invesco
6
Invesco
Georgia
$2.78M +$810K +99,121 +41%
CIA
7
Capital Investment Advisors
Georgia
$2.59M -$23.6K -2,883 -0.9%
UBS Group
8
UBS Group
Switzerland
$2.38M +$259K +31,712 +12%
VanEck Associates
9
VanEck Associates
New York
$1.71M -$297K -36,347 -15%
LPL Financial
10
LPL Financial
California
$1.13M +$733K +89,714 +186%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.09M +$160K +19,599 +17%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.06M +$4.12K +504 +0.4%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$1.04M – – –
PMG
14
ProVise Management Group
Florida
$1.01M -$37.6K -4,600 -4%
RJA
15
Raymond James & Associates
Florida
$903K +$34.6K +4,235 +4%
Wells Fargo
16
Wells Fargo
California
$779K +$105K +12,790 +16%
COLIM
17
City of London Investment Management
United Kingdom
$741K – – –
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$713K +$58.2K +7,117 +9%
Bank of America
19
Bank of America
North Carolina
$695K -$305K -37,389 -31%
DFG
20
Delphi Financial Group
Delaware
$625K -$223K -27,242 -26%
Ameriprise
21
Ameriprise
Minnesota
$419K +$34.4K +4,214 +9%
MAFM
22
Mid Atlantic Financial Management
Pennsylvania
$413K +$234K +28,648 +131%
DLG
23
Daniel L. Goodwin
$392K – – –
WA
24
WealthTrust Axiom
Pennsylvania
$344K +$196 +24 +0.1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$279K +$955 +117 +0.3%
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