BNY Mellon Strategic Municipals
LEO
69 hedge funds and large institutions have $63M invested in BNY Mellon Strategic Municipals in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 6 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 15
0.32% more ownership
Funds ownership: 11.33% → 11.65% (+0.32%)
0% less capital invested
Capital invested by funds: $63.2M → $63M (-$196K)
3% less funds holding
Funds holding: 71 → 69 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.52M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$937K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$915K |
| 4 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
+$486K |
| 5 |
Mariner
Overland Park,
Kansas
|
+$475K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$1.37M |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$1.31M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$686K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$140K |
| 5 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
-$121K |
LEO Hedge Fund Activity: Q3 2021 in Review
69 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q3 2021, worth a combined $63M — down 0.31% from $63.2M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of LEO and 4 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 20 added.
The largest buyer was Guggenheim Capital, adding an estimated $1.52M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $1.37M.
- 69 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q3 2021, down from 71 in Q2 2021.
- Funds reported $63M of BNY Mellon Strategic Municipals stock for Q3 2021, down 0.31% quarter-over-quarter.
- 4 funds opened new BNY Mellon Strategic Municipals positions in Q3 2021 and 6 closed out, a net change of -2 holders.
- The largest BNY Mellon Strategic Municipals buyer in Q3 2021 was Guggenheim Capital, an estimated $1.52M added.
- The largest BNY Mellon Strategic Municipals seller in Q3 2021 was Hennion & Walsh Asset Management, an estimated $1.37M sold.
Based on aggregated 13F filings for Q3 2021.