We are live on ! Find out more
LEO

BNY Mellon Strategic Municipals

84 hedge funds and large institutions have $70.1M invested in BNY Mellon Strategic Municipals in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

8% more funds holding

Funds holding: 7884 (+6)

2.23% more ownership

Funds ownership: 13.44%15.67% (+2.2%)

1% less capital invested

Capital invested by funds: $70.8M → $70.1M (-$740K)

Holders
84
Holders Change
+6
Holders Change %
+7.69%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
27
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.69M -$69K -9,024 -0.7%
GC
2
Guggenheim Capital
Illinois
$7.93M -$1.98M -258,359 -19%
RCM
3
Rivernorth Capital Management
Florida
$4.72M +$3.89M +508,852 +343%
UBS Group
4
UBS Group
Switzerland
$4.19M -$352K -45,945 -7%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.95M -$516K -67,491 -11%
RCM
6
Robinson Capital Management
Michigan
$3.52M +$3.3M +431,885 +766%
Invesco
7
Invesco
Georgia
$2.94M +$302K +39,537 +11%
VanEck Associates
8
VanEck Associates
New York
$2.45M +$100K +13,131 +4%
PPA
9
Parametric Portfolio Associates
Washington
$1.93M +$1.29M +168,858 +169%
CIA
10
Capital Investment Advisors
Georgia
$1.93M -$59.4K -7,759 -3%
Bank of America
11
Bank of America
North Carolina
$1.78M -$93.8K -12,259 -5%
ACA
12
Ackerman Capital Advisors
Texas
$1.75M +$159K +20,749 +9%
CF
13
Centaurus Financial
California
$1.62M +$858K +112,170 +99%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.51M -$434K -56,667 -21%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.28M +$22.3K +2,915 +2%
RJA
16
Raymond James & Associates
Florida
$1.27M +$66.5K +8,693 +5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.23M +$1.31M +170,631 New
PAS
18
Park Avenue Securities
New York
$1.14M +$1.21M +158,189 New
WAM
19
Wolverine Asset Management
Illinois
$1.09M +$607K +79,337 +109%
Ameriprise
20
Ameriprise
Minnesota
$822K +$121K +15,803 +16%
Wells Fargo
21
Wells Fargo
California
$816K -$209K -27,290 -19%
SIA
22
Sit Investment Associates
Minnesota
$793K +$100K +13,099 +13%
LPL Financial
23
LPL Financial
California
$786K -$45.8K -5,987 -5%
CA
24
Cornerstone Advisory
Maryland
$756K -$938K -122,590 -54%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$752K +$4.09K +535 +0.5%

LEO Hedge Fund Activity: Q1 2022 in Review

84 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q1 2022, worth a combined $70.1M — down 1% from $70.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LEO positions and 6 closed out — a net gain of 6 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $3.89M. The largest seller was Guggenheim Capital, cutting an estimated $1.98M.

  • 84 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q1 2022, up from 78 in Q4 2021.
  • Funds reported $70.1M of BNY Mellon Strategic Municipals stock for Q1 2022, down 1% quarter-over-quarter.
  • 12 funds opened new BNY Mellon Strategic Municipals positions in Q1 2022 and 6 closed out, a net change of +6 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q1 2022 was Rivernorth Capital Management, an estimated $3.89M added.
  • The largest BNY Mellon Strategic Municipals seller in Q1 2022 was Guggenheim Capital, an estimated $1.98M sold.

Based on aggregated 13F filings for Q1 2022.