LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

60 hedge funds and large institutions have $53.9M invested in BNY Mellon Strategic Municipals in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-4
Holders Change %
-6.25%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
22
Reduced
10
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$9.24M
2
Osaic Holdings
Osaic Holdings
Arizona
$2.36M
3
RCM
Robinson Capital Management
Michigan
$1.64M
4
Ameriprise
Ameriprise
Minnesota
$821K
5
WKWM
Walter & Keenan Wealth Management
Indiana
$233K

Top Sellers

1
CA
Cornerstone Advisory
Maryland
$8.16M
2
Invesco
Invesco
Georgia
$2.11M
3
WAM
Wolverine Asset Management
Illinois
$0
4
BRWM
B. Riley Wealth Management
Tennessee
$0
5
LPL Financial
LPL Financial
California
$830K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$9.24M +$939K +121,057 +11%
CA
2
Cornerstone Advisory
Maryland
$8.16M -$2.18M -281,026 -21%
Morgan Stanley
3
Morgan Stanley
New York
$4.92M -$67.9K -8,744 -1%
UBS Group
4
UBS Group
Switzerland
$4.44M +$69.2K +8,922 +2%
CIA
5
Capital Investment Advisors
Georgia
$2.46M +$13.4K +1,724 +0.5%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.36M +$659K +84,910 +39%
Invesco
7
Invesco
Georgia
$2.11M -$527K -67,913 -20%
SIA
8
Sit Investment Associates
Minnesota
$1.8M – – –
VanEck Associates
9
VanEck Associates
New York
$1.67M +$174K +22,402 +12%
RCM
10
Robinson Capital Management
Michigan
$1.64M +$359K +46,233 +28%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.33M +$53.5K +6,895 +4%
RJA
12
Raymond James & Associates
Florida
$1.24M +$85.5K +11,021 +7%
Bank of America
13
Bank of America
North Carolina
$1.17M -$131K -16,843 -10%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.08M +$157K +20,287 +17%
Wells Fargo
15
Wells Fargo
California
$1.05M +$147K +18,899 +16%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$990K – – –
PMG
17
ProVise Management Group
Florida
$845K -$29.1K -3,745 -3%
LPL Financial
18
LPL Financial
California
$830K -$179K -23,022 -18%
Ameriprise
19
Ameriprise
Minnesota
$821K +$303K +39,110 +59%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$427K +$85.3K +11,000 +25%
COLIM
21
City of London Investment Management
United Kingdom
$356K – – –
DLG
22
Daniel L. Goodwin
$334K -$38.8K -5,000 -10%
WA
23
WealthTrust Axiom
Pennsylvania
$318K +$217 +28 +0.1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$287K +$1.05K +135 +0.4%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$285K -$1.48K -191 -0.5%
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