LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

77 hedge funds and large institutions have $58.7M invested in BNY Mellon Strategic Municipals in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-4
Holders Change %
-4.94%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
18
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$11.3M
2
UBS Group
2
UBS Group
Switzerland
$2.18M
3
Truist Financial
3
Truist Financial
North Carolina
$892K
4
WP
4
Woodline Partners
California
$1.13M
5
RCM
5
Robinson Capital Management
Michigan
$4.06M

Top Sellers

1
LSC
1
Logan Stone Capital
Illinois
$594K
2
AWM
2
AE Wealth Management
Kansas
$0
3
VanEck Associates
3
VanEck Associates
New York
$2.11M
4
Invesco
4
Invesco
Georgia
$262K
5
FAIM
5
Financial Advocates Investment Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$11.3M +$1.29M +206,752 +13%
Morgan Stanley
2
Morgan Stanley
New York
$8.86M +$409K +65,712 +5%
GC
3
Guggenheim Capital
Illinois
$5.69M -$17.4K -2,803 -0.3%
RCM
4
Robinson Capital Management
Michigan
$4.06M +$859K +136,780 +27%
CIA
5
Capital Investment Advisors
Georgia
$2.21M +$146K +23,489 +7%
UBS Group
6
UBS Group
Switzerland
$2.18M +$923K +148,449 +73%
VanEck Associates
7
VanEck Associates
New York
$2.11M -$345K -55,456 -14%
Bank of America
8
Bank of America
North Carolina
$1.58M +$165K +26,474 +12%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.39M +$386K +62,136 +39%
Ameriprise
10
Ameriprise
Minnesota
$1.21M -$73.2K -11,763 -6%
WP
11
Woodline Partners
California
$1.13M +$863K +138,707 +323%
AA
12
AQR Arbitrage
Connecticut
$1.1M +$199K +31,943 +22%
CF
13
Centaurus Financial
California
$1.09M -$91.8K -14,760 -8%
RJA
14
Raymond James & Associates
Florida
$1.02M -$39.4K -6,332 -4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.01M -$91.9K -14,781 -8%
PAS
16
Park Avenue Securities
New York
$905K -$37.4K -6,008 -4%
Truist Financial
17
Truist Financial
North Carolina
$892K +$892K +143,397 New
LPL Financial
18
LPL Financial
California
$863K +$77K +12,386 +10%
DLG
19
Daniel L. Goodwin
$679K +$31.1K +5,000 +5%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$650K +$175K +28,197 +37%
LSC
21
Logan Stone Capital
Illinois
$594K -$669K -107,560 -53%
NFG
22
Nations Financial Group
Iowa
$489K – – –
SIA
23
Sit Investment Associates
Minnesota
$460K -$92.4K -14,865 -17%
XF
24
XML Financial
Maryland
$433K +$156K +25,000 +56%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$323K +$21.3K +3,432 +7%
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