LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

70 hedge funds and large institutions have $63M invested in BNY Mellon Strategic Municipals in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
20
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$10.5M
2
UBS Group
2
UBS Group
Switzerland
$5.09M
3
Invesco
3
Invesco
Georgia
$1.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$7.41M
5
WCM
5
WealthBridge Capital Management
Ohio
$331K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$1.31M
2
CA
2
Cornerstone Advisory
Maryland
$2.35M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$6.89M
4
Northern Trust
4
Northern Trust
Illinois
$0
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$10.5M +$1.16M +129,712 +13%
Morgan Stanley
2
Morgan Stanley
New York
$7.41M +$234K +26,090 +3%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$6.89M -$601K -67,020 -8%
UBS Group
4
UBS Group
Switzerland
$5.09M +$351K +39,173 +7%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.5M -$79K -8,806 -2%
Bank of America
6
Bank of America
North Carolina
$3.27M -$74.2K -8,274 -2%
CIA
7
Capital Investment Advisors
Georgia
$2.58M -$42.3K -4,717 -2%
CA
8
Cornerstone Advisory
Maryland
$2.35M -$961K -107,078 -29%
VanEck Associates
9
VanEck Associates
New York
$2.11M +$157K +17,490 +8%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$1.55M +$79.6K +8,874 +5%
Invesco
11
Invesco
Georgia
$1.5M +$322K +35,876 +27%
RJA
12
Raymond James & Associates
Florida
$1.47M -$25.9K -2,887 -2%
Wells Fargo
13
Wells Fargo
California
$1.39M +$144K +16,075 +12%
RCM
14
Robinson Capital Management
Michigan
$1.31M -$2.1M -233,579 -62%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$949K -$80.1K -8,930 -8%
PMG
16
ProVise Management Group
Florida
$945K -$17.5K -1,950 -2%
LPL Financial
17
LPL Financial
California
$883K -$124K -13,778 -12%
Ameriprise
18
Ameriprise
Minnesota
$798K -$8.09K -902 -1%
SIA
19
Sit Investment Associates
Minnesota
$629K -$203K -22,585 -24%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$574K – – –
CF
21
Centaurus Financial
California
$552K +$135K +15,000 +32%
PAG
22
Private Advisor Group
New Jersey
$389K – – –
DLG
23
Daniel L. Goodwin
$386K – – –
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$371K +$3.82K +426 +1%
EH
25
Equitable Holdings
New York
$354K +$109K +12,200 +45%
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