LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

62 hedge funds and large institutions have $61.6M invested in BNY Mellon Strategic Municipals in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
18
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$7.14M
2
Invesco
Invesco
Georgia
$3.64M
3
Bank of America
Bank of America
North Carolina
$1.24M
4
UBS Group
UBS Group
Switzerland
$2.91M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$316K

Top Sellers

1
RCM
Robinson Capital Management
Michigan
$0
2
CA
Cornerstone Advisory
Maryland
$18M
3
SIA
Sit Investment Associates
Minnesota
$3.61M
4
MAFM
Mid Atlantic Financial Management
Pennsylvania
$173K
5
Wells Fargo
Wells Fargo
California
$621K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1
Cornerstone Advisory
Maryland
$18M -$1.84M -214,553 -9%
GC
2
Guggenheim Capital
Illinois
$7.14M +$3.89M +453,855 +120%
Morgan Stanley
3
Morgan Stanley
New York
$5M -$118K -13,787 -2%
Invesco
4
Invesco
Georgia
$3.64M +$714K +83,271 +24%
SIA
5
Sit Investment Associates
Minnesota
$3.61M -$279K -32,487 -7%
UBS Group
6
UBS Group
Switzerland
$2.91M +$420K +48,906 +17%
CIA
7
Capital Investment Advisors
Georgia
$2.75M +$25.9K +3,016 +1%
VanEck Associates
8
VanEck Associates
New York
$1.84M +$40.9K +4,769 +2%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.32M +$174K +20,279 +15%
Bank of America
10
Bank of America
North Carolina
$1.24M +$505K +58,877 +69%
LPL Financial
11
LPL Financial
California
$1.13M -$58.9K -6,858 -5%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$1.09M – – –
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.09M -$25.9K -3,016 -2%
PMG
14
ProVise Management Group
Florida
$1.02M -$38.6K -4,500 -4%
RJA
15
Raymond James & Associates
Florida
$934K -$14.6K -1,707 -2%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$831K +$82.7K +9,638 +11%
COLIM
17
City of London Investment Management
United Kingdom
$778K – – –
DFG
18
Delphi Financial Group
Delaware
$656K – – –
Wells Fargo
19
Wells Fargo
California
$621K -$196K -22,872 -24%
Ameriprise
20
Ameriprise
Minnesota
$530K +$90.2K +10,519 +21%
DLG
21
Daniel L. Goodwin
$412K – – –
WA
22
WealthTrust Axiom
Pennsylvania
$361K +$197 +23 +0.1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$316K +$316K +36,879 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$294K +$952 +111 +0.3%
AG
25
Advisor Group
Arizona
$283K +$14.1K +1,641 +5%
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