LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

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 13 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
26
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$4.73M
2
RCM
2
Robinson Capital Management
Michigan
$3.52M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.23M
4
PPA
4
Parametric Portfolio Associates
Washington
$1.93M
5
PAS
5
Park Avenue Securities
New York
$1.14M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$7.93M
2
CA
2
Cornerstone Advisory
Maryland
$756K
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$3.95M
4
Millennium Management
4
Millennium Management
New York
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.69M -$64.9K -9,024 -0.7%
GC
2
Guggenheim Capital
Illinois
$7.93M -$1.86M -258,359 -19%
RCM
3
Rivernorth Capital Management
Florida
$4.73M +$3.66M +508,852 +343%
UBS Group
4
UBS Group
Switzerland
$4.19M -$330K -45,945 -7%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.95M -$485K -67,491 -11%
RCM
6
Robinson Capital Management
Michigan
$3.52M +$3.11M +431,885 +766%
Invesco
7
Invesco
Georgia
$2.94M +$284K +39,537 +11%
VanEck Associates
8
VanEck Associates
New York
$2.45M +$94.4K +13,131 +4%
PPA
9
Parametric Portfolio Associates
Washington
$1.93M +$1.21M +168,858 +169%
CIA
10
Capital Investment Advisors
Georgia
$1.93M -$55.8K -7,759 -3%
Bank of America
11
Bank of America
North Carolina
$1.78M -$88.1K -12,259 -5%
ACA
12
Ackerman Capital Advisors
Texas
$1.75M +$149K +20,749 +9%
CF
13
Centaurus Financial
California
$1.62M +$806K +112,170 +99%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.51M -$408K -56,667 -21%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.28M +$21K +2,915 +2%
RJA
16
Raymond James & Associates
Florida
$1.27M +$62.5K +8,693 +5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.23M +$1.23M +170,631 New
PAS
18
Park Avenue Securities
New York
$1.14M +$1.14M +158,189 New
WAM
19
Wolverine Asset Management
Illinois
$1.09M +$570K +79,337 +109%
Ameriprise
20
Ameriprise
Minnesota
$822K +$113K +15,803 +16%
Wells Fargo
21
Wells Fargo
California
$816K -$196K -27,290 -19%
SIA
22
Sit Investment Associates
Minnesota
$793K +$94.1K +13,099 +13%
LPL Financial
23
LPL Financial
California
$786K -$43K -5,987 -5%
CA
24
Cornerstone Advisory
Maryland
$756K -$882K -122,590 -54%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$752K +$3.85K +535 +0.5%
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