LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

83 hedge funds and large institutions have $54M invested in BNY Mellon Strategic Municipals in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 29 reducing their positions, and 11 closing their positions.

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
16
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$6.62M
2
LSC
2
Logan Stone Capital
Illinois
$1.28M
3
RCM
3
Robinson Capital Management
Michigan
$2.57M
4
WP
4
Woodline Partners
California
$604K
5
ACA
5
Ackerman Capital Advisors
Texas
$430K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.27M
2
RCM
2
Rivernorth Capital Management
Florida
$356K
3
Invesco
3
Invesco
Georgia
$1.06M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$8.58M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.58M 1,404,737 -64,320 -4%
GC
2
Guggenheim Capital
Illinois
$8.04M 1,315,872 +7,710 +0.6%
Wells Fargo
3
Wells Fargo
California
$6.62M 1,082,878 +599,795 +124%
RCM
4
Robinson Capital Management
Michigan
$2.57M 412,095 +201,889 +96%
CIA
5
Capital Investment Advisors
Georgia
$1.82M 297,891 +4,522 +2%
VanEck Associates
6
VanEck Associates
New York
$1.71M 279,433 -6,711 -2%
Ameriprise
7
Ameriprise
Minnesota
$1.3M 213,058 +11,621 +6%
LSC
8
Logan Stone Capital
Illinois
$1.28M 209,546 +209,546 New
UBS Group
9
UBS Group
Switzerland
$1.27M 208,510 -257,119 -55%
CF
10
Centaurus Financial
California
$1.14M 186,275 -46,075 -20%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.09M 177,754 +1,925 +1%
Invesco
12
Invesco
Georgia
$1.06M 173,710 -98,176 -36%
Bank of America
13
Bank of America
North Carolina
$1.04M 170,085 -37,551 -18%
RJA
14
Raymond James & Associates
Florida
$1.02M 166,949 -29,586 -15%
Osaic Holdings
15
Osaic Holdings
Arizona
$985K 161,133 -2,900 -2%
PAS
16
Park Avenue Securities
New York
$985K 161,277 +16 +0%
AA
17
AQR Arbitrage
Connecticut
$884K 144,758 +7,023 +5%
LPL Financial
18
LPL Financial
California
$836K 136,889 +32,437 +31%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$751K 122,883 -31,183 -20%
DLG
20
Daniel L. Goodwin
$636K 104,127 +16,600 +19%
WP
21
Woodline Partners
California
$604K 98,904 +98,904 New
SIA
22
Sit Investment Associates
Minnesota
$543K 88,841 -56,000 -39%
AWM
23
AE Wealth Management
Kansas
$527K 86,238 +18,290 +27%
WAM
24
Worth Asset Management
Texas
$522K 85,504 – –
NFG
25
Nations Financial Group
Iowa
$480K 78,550 +50,000 +175%
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