LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

81 hedge funds and large institutions have $53.9M invested in BNY Mellon Strategic Municipals in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-2
Holders Change %
-2.41%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
21
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$10M
2
VanEck Associates
VanEck Associates
New York
$2.46M
3
RCM
Robinson Capital Management
Michigan
$3.17M
4
Bank of America
Bank of America
North Carolina
$1.42M
5
Walleye Capital
Walleye Capital
New York
$232K

Top Sellers

1
GC
Guggenheim Capital
Illinois
$5.72M
2
Invesco
Invesco
Georgia
$527K
3
WAM
Worth Asset Management
Texas
$0
4
ACA
Ackerman Capital Advisors
Texas
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$403K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$10M +$3.28M +525,723 +49%
Morgan Stanley
2
Morgan Stanley
New York
$8.48M -$286K -45,785 -3%
GC
3
Guggenheim Capital
Illinois
$5.72M -$2.49M -398,993 -30%
RCM
4
Robinson Capital Management
Michigan
$3.17M +$609K +98,005 +24%
VanEck Associates
5
VanEck Associates
New York
$2.46M +$714K +114,383 +41%
CIA
6
Capital Investment Advisors
Georgia
$2.07M +$216K +34,570 +12%
Bank of America
7
Bank of America
North Carolina
$1.42M +$358K +57,445 +34%
Ameriprise
8
Ameriprise
Minnesota
$1.29M -$41K -6,564 -3%
LSC
9
Logan Stone Capital
Illinois
$1.27M -$40.7K -6,516 -3%
UBS Group
10
UBS Group
Switzerland
$1.26M -$39.8K -6,378 -3%
CF
11
Centaurus Financial
California
$1.19M +$27.1K +4,340 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.1M -$4.63K -742 -0.4%
RJA
13
Raymond James & Associates
Florida
$1.06M +$17.7K +2,832 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.01M +$468 +75 +0%
PAS
15
Park Avenue Securities
New York
$946K -$60.6K -9,708 -6%
AA
16
AQR Arbitrage
Connecticut
$908K +$4.92K +788 +0.5%
LPL Financial
17
LPL Financial
California
$788K -$65.9K -10,568 -8%
DLG
18
Daniel L. Goodwin
$650K – – –
AWM
19
AE Wealth Management
Kansas
$589K +$51.4K +8,230 +10%
SIA
20
Sit Investment Associates
Minnesota
$554K – – –
Invesco
21
Invesco
Georgia
$527K -$557K -89,324 -51%
NFG
22
Nations Financial Group
Iowa
$490K – – –
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$476K +$1.41K +226 +0.3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$403K -$364K -58,327 -47%
Mariner
25
Mariner
Kansas
$319K -$5.86K -940 -2%
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