LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

77 hedge funds and large institutions have $70.6M invested in BNY Mellon Strategic Municipals in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+9
Holders Change %
+13.24%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
21
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.3M
2
ACA
2
Ackerman Capital Advisors
Texas
$1.89M
3
RCM
3
Rivernorth Capital Management
Florida
$1.26M
4
Invesco
4
Invesco
Georgia
$3.13M
5
PPA
5
Parametric Portfolio Associates
Washington
$845K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.21M
2
KAS
2
Kestra Advisory Services
Texas
$87K
3
PAG
3
Private Advisor Group
New Jersey
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.25M
5
CA
5
Cornerstone Advisory
Maryland
$1.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$11.5M +$242K +28,553 +2%
Morgan Stanley
2
Morgan Stanley
New York
$10.3M +$3.24M +382,193 +46%
UBS Group
3
UBS Group
Switzerland
$5.33M +$656K +77,474 +14%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$5.22M -$16.6K -1,954 -0.3%
Invesco
5
Invesco
Georgia
$3.13M +$846K +99,934 +37%
VanEck Associates
6
VanEck Associates
New York
$2.77M +$756K +89,264 +38%
CIA
7
Capital Investment Advisors
Georgia
$2.33M -$29.8K -3,523 -1%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.25M -$410K -48,409 -15%
Bank of America
9
Bank of America
North Carolina
$2.21M -$1.22M -143,623 -36%
CA
10
Cornerstone Advisory
Maryland
$1.93M -$250K -29,509 -11%
ACA
11
Ackerman Capital Advisors
Texas
$1.89M +$1.44M +169,588 +319%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$1.49M +$37.2K +4,387 +3%
RJA
13
Raymond James & Associates
Florida
$1.42M -$33K -3,901 -2%
RCM
14
Rivernorth Capital Management
Florida
$1.26M +$1.26M +148,330 New
Wells Fargo
15
Wells Fargo
California
$1.19M -$77.4K -9,146 -6%
LPL Financial
16
LPL Financial
California
$977K +$7.42K +876 +0.8%
CF
17
Centaurus Financial
California
$958K +$437K +51,650 +84%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$881K +$3.05K +360 +0.3%
PMG
19
ProVise Management Group
Florida
$861K -$19.9K -2,350 -2%
PPA
20
Parametric Portfolio Associates
Washington
$845K +$845K +99,761 New
Ameriprise
21
Ameriprise
Minnesota
$840K +$54.5K +6,437 +7%
SIA
22
Sit Investment Associates
Minnesota
$824K +$322K +38,000 +64%
WAM
23
Wolverine Asset Management
Illinois
$615K +$615K +72,692 New
CWG
24
Crown Wealth Group
North Carolina
$548K +$548K +64,753 New
LCM
25
Landscape Capital Management
New Jersey
$543K +$543K +64,158 New
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