LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

74 hedge funds and large institutions have $54.9M invested in BNY Mellon Strategic Municipals in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
21
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
$1.74M
2
KAS
Kestra Advisory Services
Texas
$1.21M
3
ACA
Ackerman Capital Advisors
Texas
$614K
4
Bank of America
Bank of America
North Carolina
$1.87M
5
PAG
Private Advisor Group
New Jersey
$368K

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$0
2
CA
Cornerstone Advisory
Maryland
$6.21M
3
GC
Guggenheim Capital
Illinois
$8.55M
4
Invesco
Invesco
Georgia
$700K
5
BRWM
B. Riley Wealth Management
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$8.55M -$933K -109,927 -10%
CA
2
Cornerstone Advisory
Maryland
$6.21M -$995K -117,201 -14%
Morgan Stanley
3
Morgan Stanley
New York
$5.66M +$259K +30,477 +5%
UBS Group
4
UBS Group
Switzerland
$4.62M +$212K +24,963 +5%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.19M +$144K +16,924 +5%
CIA
6
Capital Investment Advisors
Georgia
$2.53M -$49.1K -5,779 -2%
Bank of America
7
Bank of America
North Carolina
$1.87M +$572K +67,371 +44%
RCM
8
Robinson Capital Management
Michigan
$1.74M +$1.74M +205,171 New
VanEck Associates
9
VanEck Associates
New York
$1.71M -$33.9K -3,995 -2%
RJA
10
Raymond James & Associates
Florida
$1.36M +$52.6K +6,197 +4%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.27M -$180K -21,259 -12%
KAS
12
Kestra Advisory Services
Texas
$1.21M +$1.12M +132,472 +1,167%
Wells Fargo
13
Wells Fargo
California
$1.17M +$49.9K +5,874 +4%
SIA
14
Sit Investment Associates
Minnesota
$1.02M -$164K -19,300 -14%
LPL Financial
15
LPL Financial
California
$959K +$17.3K +2,043 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$931K -$83.2K -9,805 -8%
PMG
17
ProVise Management Group
Florida
$907K -$17K -2,000 -2%
Ameriprise
18
Ameriprise
Minnesota
$794K -$66.2K -7,800 -8%
Invesco
19
Invesco
Georgia
$700K -$746K -87,934 -52%
ACA
20
Ackerman Capital Advisors
Texas
$614K +$614K +72,349 New
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$459K -$34K -4,000 -7%
CF
22
Centaurus Financial
California
$378K +$34K +4,000 +10%
PAG
23
Private Advisor Group
New Jersey
$368K +$368K +43,399 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$366K +$205K +24,131 +127%
DLG
25
Daniel L. Goodwin
$365K – – –
1
2 3 4