LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

64 hedge funds and large institutions have $52.5M invested in BNY Mellon Strategic Municipals in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
21
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$4.2M
2
RCM
Robinson Capital Management
Michigan
$1.22M
3
GC
Guggenheim Capital
Illinois
$7.97M
4
WAM
Wolverine Asset Management
Illinois
$379K
5
COLIM
City of London Investment Management
United Kingdom
$344K

Top Sellers

1
CA
Cornerstone Advisory
Maryland
$9.92M
2
VanEck Associates
VanEck Associates
New York
$1.44M
3
BSW
Buckingham Strategic Wealth
Missouri
$0
4
WKWM
Walter & Keenan Wealth Management
Indiana
$0
5
Northern Trust
Northern Trust
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1
Cornerstone Advisory
Maryland
$9.92M -$4.15M -557,396 -30%
GC
2
Guggenheim Capital
Illinois
$7.97M +$613K +82,312 +8%
Morgan Stanley
3
Morgan Stanley
New York
$4.79M +$302K +40,593 +7%
UBS Group
4
UBS Group
Switzerland
$4.2M +$895K +120,155 +27%
Invesco
5
Invesco
Georgia
$2.53M -$19.8K -2,657 -0.8%
CIA
6
Capital Investment Advisors
Georgia
$2.35M -$115K -15,493 -5%
SIA
7
Sit Investment Associates
Minnesota
$1.73M -$127K -17,089 -7%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.63M +$1.63M +218,977 New
VanEck Associates
9
VanEck Associates
New York
$1.44M -$259K -34,779 -15%
Bank of America
10
Bank of America
North Carolina
$1.25M -$4.65K -624 -0.4%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.23M -$28.8K -3,870 -2%
RCM
12
Robinson Capital Management
Michigan
$1.22M +$881K +118,240 +257%
RJA
13
Raymond James & Associates
Florida
$1.11M +$296K +39,702 +36%
LPL Financial
14
LPL Financial
California
$968K +$47.8K +6,419 +5%
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$950K – – –
RJFSA
16
Raymond James Financial Services Advisors
Florida
$888K -$3.6K -484 -0.4%
Wells Fargo
17
Wells Fargo
California
$863K +$91.2K +12,233 +12%
PMG
18
ProVise Management Group
Florida
$839K -$38.5K -5,175 -4%
Ameriprise
19
Ameriprise
Minnesota
$497K +$64.7K +8,680 +15%
WAM
20
Wolverine Asset Management
Illinois
$379K +$379K +50,891 New
DLG
21
Daniel L. Goodwin
$358K – – –
COLIM
22
City of London Investment Management
United Kingdom
$344K +$344K +45,994 New
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$328K +$327K +44,000 +57,895%
WA
24
WealthTrust Axiom
Pennsylvania
$305K +$186 +25 +0.1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$275K +$387 +52 +0.1%
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