LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

88 hedge funds and large institutions have $93.2M invested in BNY Mellon Strategic Municipals in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
24
Increased
25
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LSC
1
Logan Stone Capital
Illinois
$9.27M
2
RCM
2
Rivernorth Capital Management
Florida
$11.1M
3
SCM
3
Saba Capital Management
New York
$4.07M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$5.84M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.66M

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
Wells Fargo
2
Wells Fargo
California
$9.4M
3
GC
3
Guggenheim Capital
Illinois
$3.99M
4
WP
4
Woodline Partners
California
$0
5
Ameriprise
5
Ameriprise
Minnesota
$833K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$11.1M +$4.76M +812,500 +75%
Wells Fargo
2
Wells Fargo
California
$9.4M -$1.56M -266,667 -14%
LSC
3
Logan Stone Capital
Illinois
$9.27M +$5.19M +884,916 +127%
Morgan Stanley
4
Morgan Stanley
New York
$8.66M +$2.89M +493,578 +50%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$5.84M +$3.32M +567,359 +132%
SCM
6
Saba Capital Management
New York
$4.07M +$4.07M +694,079 New
GC
7
Guggenheim Capital
Illinois
$3.99M -$733K -125,151 -16%
AA
8
AQR Arbitrage
Connecticut
$3.31M +$550K +93,925 +20%
VanEck Associates
9
VanEck Associates
New York
$2.79M +$350K +59,775 +14%
CIA
10
Capital Investment Advisors
Georgia
$2.39M +$87.4K +14,916 +4%
GP
11
Gridiron Partners
Pennsylvania
$2.35M +$2.35M +401,774 New
UBS Group
12
UBS Group
Switzerland
$2.09M +$76.4K +13,038 +4%
AC
13
Almitas Capital
California
$1.68M +$1.54M +262,395 +1,115%
MC
14
Matisse Capital
Oregon
$1.55M +$1.55M +264,388 New
ACA
15
Ackerman Capital Advisors
Texas
$1.41M +$888K +151,514 +170%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.29M -$114K -19,390 -8%
Bank of America
17
Bank of America
North Carolina
$1.24M -$193K -32,994 -14%
LCM
18
Landscape Capital Management
New Jersey
$1.07M +$605K +103,198 +129%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.01M +$32.7K +5,579 +3%
WAM
20
Wolverine Asset Management
Illinois
$967K +$505K +86,174 +109%
PAS
21
Park Avenue Securities
New York
$964K +$66.9K +11,415 +7%
CF
22
Centaurus Financial
California
$847K -$172K -29,425 -17%
Ameriprise
23
Ameriprise
Minnesota
$833K -$220K -37,465 -21%
RJA
24
Raymond James & Associates
Florida
$788K -$124K -21,165 -14%
Truist Financial
25
Truist Financial
North Carolina
$748K -$94.7K -16,159 -11%
1
2 3 4