BNY Mellon Strategic Municipals
LEO
83 hedge funds and large institutions have $58.6M 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, 26 reducing their positions, and 9 closing their positions.
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
0% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 26
1% less funds holding
Funds holding: 84 → 83 (-1)
1.35% less ownership
Funds ownership: 15.67% → 14.32% (-1.3%)
16% less capital invested
Capital invested by funds: $70.1M → $58.6M (-$11.4M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.37M |
| 2 |
LB
Leo Brokerage
Hurst,
Texas
|
+$1.92M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$651K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$513K |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$435K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$3.34M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.33M |
| 3 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
-$1.21M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.09M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$791K |
LEO Hedge Fund Activity: Q2 2022 in Review
83 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q2 2022, worth a combined $58.6M — down 16% from $70.1M a quarter earlier.
Fund positioning in LEO was balanced in Q2 2022: 9 funds opened new positions, 9 closed out, 26 added to existing stakes and 26 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.37M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $3.34M.
- 83 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q2 2022, down from 84 in Q1 2022.
- Funds reported $58.6M of BNY Mellon Strategic Municipals stock for Q2 2022, down 16% quarter-over-quarter.
- 9 funds opened new BNY Mellon Strategic Municipals positions in Q2 2022 and 9 closed out, a net change of 0 holders.
- The largest BNY Mellon Strategic Municipals buyer in Q2 2022 was Morgan Stanley, an estimated $2.37M added.
- The largest BNY Mellon Strategic Municipals seller in Q2 2022 was Hennion & Walsh Asset Management, an estimated $3.34M sold.
Based on aggregated 13F filings for Q2 2022.