LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

68 hedge funds and large institutions have $62.8M invested in BNY Mellon Strategic Municipals in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-2
Holders Change %
-2.86%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
19
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$11.6M
2
Invesco
2
Invesco
Georgia
$2.34M
3
KAS
3
Kestra Advisory Services
Texas
$958K
4
ACA
4
Ackerman Capital Advisors
Texas
$463K
5
Mariner
5
Mariner
Kansas
$452K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$5.38M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.74M
4
UBS Group
4
UBS Group
Switzerland
$4.8M
5
BCA
5
Bay Colony Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$11.6M +$1.45M +166,658 +14%
Morgan Stanley
2
Morgan Stanley
New York
$7.27M +$79.2K +9,108 +1%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$5.38M -$1.3M -149,844 -20%
UBS Group
4
UBS Group
Switzerland
$4.8M -$133K -15,322 -3%
Bank of America
5
Bank of America
North Carolina
$3.52M +$342K +39,336 +11%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.74M -$652K -74,990 -19%
CIA
7
Capital Investment Advisors
Georgia
$2.43M -$74.9K -8,609 -3%
Invesco
8
Invesco
Georgia
$2.34M +$892K +102,519 +62%
CA
9
Cornerstone Advisory
Maryland
$2.24M -$37K -4,253 -2%
VanEck Associates
10
VanEck Associates
New York
$2.07M +$23K +2,647 +1%
RJA
11
Raymond James & Associates
Florida
$1.49M +$66.1K +7,593 +5%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$1.49M -$17.2K -1,980 -1%
Wells Fargo
13
Wells Fargo
California
$1.31M -$37.9K -4,353 -3%
LPL Financial
14
LPL Financial
California
$996K +$140K +16,045 +16%
KAS
15
Kestra Advisory Services
Texas
$958K +$870K +100,071 +993%
PMG
16
ProVise Management Group
Florida
$905K -$12.2K -1,400 -1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$902K -$18.2K -2,097 -2%
Ameriprise
18
Ameriprise
Minnesota
$806K +$32.7K +3,764 +4%
PAG
19
Private Advisor Group
New Jersey
$756K +$378K +43,399 +100%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$557K – – –
CF
21
Centaurus Financial
California
$535K – – –
SIA
22
Sit Investment Associates
Minnesota
$515K -$94.8K -10,900 -16%
WCM
23
WealthBridge Capital Management
Ohio
$476K +$155K +17,800 +48%
ACA
24
Ackerman Capital Advisors
Texas
$463K +$463K +53,203 New
Mariner
25
Mariner
Kansas
$452K +$452K +51,923 New
1
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