LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

63 hedge funds and large institutions have $59.9M invested in BNY Mellon Strategic Municipals in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
21
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$8.41M
2
UBS Group
UBS Group
Switzerland
$3.77M
3
RCM
Robinson Capital Management
Michigan
$391K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
$1.14M
5
Wells Fargo
Wells Fargo
California
$881K

Top Sellers

1
CA
Cornerstone Advisory
Maryland
$16.1M
2
SIA
Sit Investment Associates
Minnesota
$2.12M
3
COLIM
City of London Investment Management
United Kingdom
$0
4
Invesco
Invesco
Georgia
$2.92M
5
DFG
Delphi Financial Group
Delaware
$209K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1
Cornerstone Advisory
Maryland
$16.1M -$1.74M -204,634 -10%
GC
2
Guggenheim Capital
Illinois
$8.41M +$1.32M +155,667 +19%
Morgan Stanley
3
Morgan Stanley
New York
$5.12M +$159K +18,729 +3%
UBS Group
4
UBS Group
Switzerland
$3.77M +$884K +103,837 +31%
Invesco
5
Invesco
Georgia
$2.92M -$690K -81,066 -19%
CIA
6
Capital Investment Advisors
Georgia
$2.81M +$86.2K +10,129 +3%
SIA
7
Sit Investment Associates
Minnesota
$2.12M -$1.46M -171,857 -41%
VanEck Associates
8
VanEck Associates
New York
$1.94M +$114K +13,370 +6%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.43M +$126K +14,840 +10%
Bank of America
10
Bank of America
North Carolina
$1.43M +$207K +24,370 +17%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.14M +$318K +37,354 +39%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$1.09M – – –
LPL Financial
13
LPL Financial
California
$1.05M -$63.9K -7,501 -6%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.02M -$58.3K -6,847 -5%
PMG
15
ProVise Management Group
Florida
$1M -$12.8K -1,500 -1%
RJA
16
Raymond James & Associates
Florida
$928K +$1.91K +225 +0.2%
Wells Fargo
17
Wells Fargo
California
$881K +$265K +31,130 +43%
Ameriprise
18
Ameriprise
Minnesota
$494K -$32.3K -3,799 -6%
AG
19
Advisor Group
Arizona
$447K +$167K +19,600 +60%
DLG
20
Daniel L. Goodwin
$408K – – –
RCM
21
Robinson Capital Management
Michigan
$391K +$391K +46,000 New
WA
22
WealthTrust Axiom
Pennsylvania
$348K -$10.4K -1,226 -3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$314K +$111 +13 +0%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$292K +$967 +114 +0.3%
PIA
25
Powell Investment Advisors
Florida
$279K +$279K +32,837 New
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