LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

72 hedge funds and large institutions have $61.8M invested in BNY Mellon Strategic Municipals in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
$3.25M
2
Bank of America
Bank of America
North Carolina
$3.19M
3
Morgan Stanley
Morgan Stanley
New York
$6.83M
4
Invesco
Invesco
Georgia
$1.12M
5
Northern Trust
Northern Trust
Illinois
$297K

Top Sellers

1
CA
Cornerstone Advisory
Maryland
$3.15M
2
KAS
Kestra Advisory Services
Texas
$0
3
ACA
Ackerman Capital Advisors
Texas
$0
4
Millennium Management
Millennium Management
New York
$0
5
SIA
Sit Investment Associates
Minnesota
$792K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$8.85M +$251K +29,368 +3%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$7.13M +$7.13M +835,221 New
Morgan Stanley
3
Morgan Stanley
New York
$6.83M +$1.14M +133,998 +20%
UBS Group
4
UBS Group
Switzerland
$4.51M -$136K -15,910 -3%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.4M +$200K +23,371 +6%
RCM
6
Robinson Capital Management
Michigan
$3.25M +$1.49M +174,075 +85%
Bank of America
7
Bank of America
North Carolina
$3.19M +$1.3M +152,607 +69%
CA
8
Cornerstone Advisory
Maryland
$3.15M -$3.1M -362,522 -50%
CIA
9
Capital Investment Advisors
Georgia
$2.5M -$49K -5,739 -2%
VanEck Associates
10
VanEck Associates
New York
$1.86M +$139K +16,255 +8%
RJA
11
Raymond James & Associates
Florida
$1.43M +$62.2K +7,286 +5%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$1.4M +$123K +14,415 +10%
Wells Fargo
13
Wells Fargo
California
$1.18M +$7.87K +921 +0.7%
Invesco
14
Invesco
Georgia
$1.12M +$413K +48,326 +59%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$980K +$43.1K +5,048 +5%
LPL Financial
16
LPL Financial
California
$958K -$6.69K -783 -0.7%
PMG
17
ProVise Management Group
Florida
$917K +$4.77K +558 +0.5%
SIA
18
Sit Investment Associates
Minnesota
$792K -$235K -27,502 -23%
Ameriprise
19
Ameriprise
Minnesota
$765K -$31.7K -3,717 -4%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$547K +$85.4K +10,000 +18%
CF
21
Centaurus Financial
California
$397K +$17.1K +2,000 +4%
PAG
22
Private Advisor Group
New Jersey
$371K – – –
DLG
23
Daniel L. Goodwin
$367K – – –
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$349K +$111K +13,000 +47%
WA
25
WealthTrust Axiom
Pennsylvania
$333K +$213 +25 +0.1%
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