LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

67 hedge funds and large institutions have $52.2M invested in BNY Mellon Strategic Municipals in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+7
Holders Change %
+11.67%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
14
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$2.97M
2
BRWM
B. Riley Wealth Management
Tennessee
$277K
3
CF
Centaurus Financial
California
$335K
4
AAS
Avantax Advisory Services
Texas
$185K
5
AWA
Arete Wealth Advisors
Illinois
$185K

Top Sellers

1
CA
Cornerstone Advisory
Maryland
$7.02M
2
RCM
Robinson Capital Management
Michigan
$0
3
Invesco
Invesco
Georgia
$1.41M
4
SIA
Sit Investment Associates
Minnesota
$1.16M
5
GC
Guggenheim Capital
Illinois
$9.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$9.25M -$618K -74,594 -6%
CA
2
Cornerstone Advisory
Maryland
$7.02M -$1.68M -202,696 -19%
Morgan Stanley
3
Morgan Stanley
New York
$5.26M +$17.3K +2,093 +0.3%
UBS Group
4
UBS Group
Switzerland
$4.3M -$445K -53,754 -9%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.97M +$449K +54,205 +18%
CIA
6
Capital Investment Advisors
Georgia
$2.52M -$106K -12,837 -4%
VanEck Associates
7
VanEck Associates
New York
$1.7M -$81.7K -9,861 -5%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$1.42M -$4.66K -563 -0.3%
Invesco
9
Invesco
Georgia
$1.41M -$843K -101,743 -37%
RJA
10
Raymond James & Associates
Florida
$1.27M -$52.1K -6,287 -4%
Bank of America
11
Bank of America
North Carolina
$1.27M +$17.5K +2,118 +1%
SIA
12
Sit Investment Associates
Minnesota
$1.16M -$763K -92,128 -40%
Wells Fargo
13
Wells Fargo
California
$1.09M -$26.1K -3,156 -2%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$1.06M – – –
RJFSA
15
Raymond James Financial Services Advisors
Florida
$989K -$166K -20,088 -14%
LPL Financial
16
LPL Financial
California
$919K +$33K +3,984 +4%
PMG
17
ProVise Management Group
Florida
$901K -$828 -100 -0.1%
Ameriprise
18
Ameriprise
Minnesota
$840K -$37K -4,461 -4%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$480K +$24.8K +3,000 +5%
DLG
20
Daniel L. Goodwin
$356K – – –
CF
21
Centaurus Financial
California
$335K +$190K +23,025 +132%
WA
22
WealthTrust Axiom
Pennsylvania
$323K -$16.4K -1,975 -5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$309K +$4.26K +514 +1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$293K -$13.1K -1,587 -4%
PIA
25
Powell Investment Advisors
Florida
$283K +$3.61K +435 +1%
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