LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

82 hedge funds and large institutions have $58.5M invested in BNY Mellon Strategic Municipals in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 10 closing their positions.

Holders
82
Holders Change
-2
Holders Change %
-2.38%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
26
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.3M
2
LB
2
Leo Brokerage
Texas
$1.87M
3
Ameriprise
3
Ameriprise
Minnesota
$1.39M
4
Wells Fargo
4
Wells Fargo
California
$1.25M
5
AA
5
AQR Arbitrage
Connecticut
$819K

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$373K
2
RCM
2
Rivernorth Capital Management
Florida
$3.04M
3
ACA
3
Ackerman Capital Advisors
Texas
$424K
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
UBS Group
5
UBS Group
Switzerland
$3.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.3M 1,558,387 +349,956 +29%
GC
2
Guggenheim Capital
Illinois
$7.61M 1,156,397 +53,804 +5%
UBS Group
3
UBS Group
Switzerland
$3.07M 466,553 -116,642 -20%
RCM
4
Rivernorth Capital Management
Florida
$3.04M 461,506 -195,676 -30%
RCM
5
Robinson Capital Management
Michigan
$2.83M 424,898 -63,402 -13%
Invesco
6
Invesco
Georgia
$2.4M 364,085 -44,566 -11%
LB
7
Leo Brokerage
Texas
$1.87M 283,651 +283,651 New
VanEck Associates
8
VanEck Associates
New York
$1.85M 281,731 -58,440 -17%
CIA
9
Capital Investment Advisors
Georgia
$1.85M 280,516 +12,841 +5%
CF
10
Centaurus Financial
California
$1.67M 253,280 +27,960 +12%
Bank of America
11
Bank of America
North Carolina
$1.4M 212,250 -35,923 -14%
Ameriprise
12
Ameriprise
Minnesota
$1.39M 210,914 +95,973 +83%
Wells Fargo
13
Wells Fargo
California
$1.25M 189,219 +75,613 +67%
RJA
14
Raymond James & Associates
Florida
$1.21M 183,423 +6,924 +4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.14M 173,853 +3,222 +2%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.13M 171,635 -37,880 -18%
PAS
17
Park Avenue Securities
New York
$1.07M 163,158 +4,969 +3%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.03M 155,715 -22,633 -13%
SIA
19
Sit Investment Associates
Minnesota
$884K 134,341 +24,000 +22%
AA
20
AQR Arbitrage
Connecticut
$819K 124,534 +64,146 +106%
LPL Financial
21
LPL Financial
California
$703K 106,789 -2,577 -2%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$689K 104,644 +76 +0.1%
WAM
23
Worth Asset Management
Texas
$657K 99,787 – –
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$575K 87,457 +10,000 +13%
DLG
25
Daniel L. Goodwin
$517K 78,527 +17,905 +30%
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