LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

82 hedge funds and large institutions have $99.8M invested in BNY Mellon Strategic Municipals in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-6
Holders Change %
-6.82%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
28
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$9.45M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
$8.26M
3
GC
Guggenheim Capital
Illinois
$5.24M
4
Wells Fargo
Wells Fargo
California
$10.6M
5
NMC
Nine Masts Capital
Hong Kong
$619K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$4.53M
2
AC
Almitas Capital
California
$0
3
WAM
Weiss Asset Management
Massachusetts
$0
4
EC
Elequin Capital
New York
$0
5
Ameriprise
Ameriprise
Minnesota
$556K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$11.6M – – –
Wells Fargo
2
Wells Fargo
California
$10.6M +$811K +132,977 +8%
LSC
3
Logan Stone Capital
Illinois
$9.51M -$147K -24,136 -2%
SCM
4
Saba Capital Management
New York
$9.45M +$5.22M +855,265 +123%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$8.26M +$2.19M +358,813 +36%
GC
6
Guggenheim Capital
Illinois
$5.24M +$1.09M +178,918 +26%
Morgan Stanley
7
Morgan Stanley
New York
$4.53M -$4.49M -735,329 -50%
AA
8
AQR Arbitrage
Connecticut
$3.45M – – –
VanEck Associates
9
VanEck Associates
New York
$3.32M +$409K +67,120 +14%
CIA
10
Capital Investment Advisors
Georgia
$2.54M +$55.2K +9,047 +2%
GP
11
Gridiron Partners
Pennsylvania
$2.46M +$11.8K +1,930 +0.5%
UBS Group
12
UBS Group
Switzerland
$2.14M -$33.9K -5,558 -2%
MC
13
Matisse Capital
Oregon
$1.65M +$34.2K +5,612 +2%
Bank of America
14
Bank of America
North Carolina
$1.57M +$279K +45,770 +22%
ACA
15
Ackerman Capital Advisors
Texas
$1.46M -$9.78K -1,604 -0.7%
WAM
16
Wolverine Asset Management
Illinois
$1.39M +$379K +62,206 +38%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.35M +$4.96K +813 +0.4%
LCM
18
Landscape Capital Management
New Jersey
$1.15M +$29.1K +4,765 +3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.11M +$53.5K +8,769 +5%
PAS
20
Park Avenue Securities
New York
$1.01M +$9.59K +1,572 +1%
RJA
21
Raymond James & Associates
Florida
$966K +$146K +23,887 +18%
CF
22
Centaurus Financial
California
$880K -$1.19K -195 -0.1%
Pathstone Holdings
23
Pathstone Holdings
New Jersey
$845K +$74.8K +12,269 +10%
Truist Financial
24
Truist Financial
North Carolina
$821K +$42.6K +6,985 +5%
LPL Financial
25
LPL Financial
California
$777K +$18.4K +3,010 +2%
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