LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

80 hedge funds and large institutions have $60.8M invested in BNY Mellon Strategic Municipals in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$5.77M
2
LSC
2
Logan Stone Capital
Illinois
$3.72M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.28M
4
AA
4
AQR Arbitrage
Connecticut
$2.51M
5
WAM
5
Wolverine Asset Management
Illinois
$420K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.25M
2
GC
2
Guggenheim Capital
Illinois
$4.3M
3
WP
3
Woodline Partners
California
$411K
4
RCM
4
Robinson Capital Management
Michigan
$3.06M
5
Invesco
5
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$9.97M +$299K +56,061 +3%
RCM
2
Rivernorth Capital Management
Florida
$5.77M +$5.77M +1,082,992 New
Morgan Stanley
3
Morgan Stanley
New York
$5.25M -$2.34M -439,606 -31%
GC
4
Guggenheim Capital
Illinois
$4.3M -$576K -108,126 -12%
LSC
5
Logan Stone Capital
Illinois
$3.72M +$3.21M +601,958 +631%
RCM
6
Robinson Capital Management
Michigan
$3.06M -$382K -71,921 -11%
AA
7
AQR Arbitrage
Connecticut
$2.51M +$1.57M +293,630 +165%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$2.28M +$2.28M +428,673 New
VanEck Associates
9
VanEck Associates
New York
$2.22M +$418K +78,385 +23%
CIA
10
Capital Investment Advisors
Georgia
$2.1M +$198K +37,210 +10%
UBS Group
11
UBS Group
Switzerland
$1.83M -$39.8K -7,469 -2%
Bank of America
12
Bank of America
North Carolina
$1.3M -$52.5K -9,855 -4%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.28M +$88.2K +16,556 +7%
Ameriprise
14
Ameriprise
Minnesota
$957K -$80.1K -15,043 -8%
CF
15
Centaurus Financial
California
$927K -$10.3K -1,930 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$893K +$27.9K +5,241 +3%
RJA
17
Raymond James & Associates
Florida
$830K -$41.4K -7,776 -5%
PAS
18
Park Avenue Securities
New York
$816K +$40.1K +7,528 +5%
Truist Financial
19
Truist Financial
North Carolina
$767K +$2.31K +433 +0.3%
LPL Financial
20
LPL Financial
California
$609K -$130K -24,356 -18%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$600K +$43.4K +8,146 +8%
DLG
22
Daniel L. Goodwin
$592K +$10.7K +2,000 +2%
ACA
23
Ackerman Capital Advisors
Texas
$476K +$216K +40,475 +83%
LCM
24
Landscape Capital Management
New Jersey
$428K +$294K +55,196 +221%
WAM
25
Wolverine Asset Management
Illinois
$420K +$420K +78,855 New
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