LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

85 hedge funds and large institutions have $112M invested in BNY Mellon Strategic Municipals in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 6 closing their positions.

Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
31
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$24.8M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$2.9M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$8.97M
4
AC
4
Almitas Capital
California
$351K
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$346K

Top Sellers

1
LSC
1
Logan Stone Capital
Illinois
$7.23M
2
Wells Fargo
2
Wells Fargo
California
$9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$117K
4
Truist Financial
4
Truist Financial
North Carolina
$0
5
CRC
5
Curi RMB Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$24.8M +$15.3M +2,504,516 +162%
RCM
2
Rivernorth Capital Management
Florida
$11.7M +$143K +23,331 +1%
Wells Fargo
3
Wells Fargo
California
$9M -$1.63M -267,103 -15%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$8.97M +$677K +110,623 +8%
LSC
5
Logan Stone Capital
Illinois
$7.23M -$2.3M -376,152 -24%
GC
6
Guggenheim Capital
Illinois
$4.94M -$324K -53,022 -6%
Morgan Stanley
7
Morgan Stanley
New York
$4.51M -$36.6K -5,987 -0.8%
AA
8
AQR Arbitrage
Connecticut
$3.45M -$5.62K -919 -0.2%
VanEck Associates
9
VanEck Associates
New York
$3.17M -$162K -26,483 -5%
Pathstone Holdings
10
Pathstone Holdings
New Jersey
$2.9M +$2.05M +334,866 +242%
CIA
11
Capital Investment Advisors
Georgia
$2.51M -$47.2K -7,710 -2%
GP
12
Gridiron Partners
Pennsylvania
$2.47M +$428 +70 +0%
UBS Group
13
UBS Group
Switzerland
$2.31M +$164K +26,774 +8%
MC
14
Matisse Capital
Oregon
$1.67M +$19K +3,100 +1%
ACA
15
Ackerman Capital Advisors
Texas
$1.54M +$73.1K +11,944 +5%
Bank of America
16
Bank of America
North Carolina
$1.53M -$38.9K -6,353 -2%
WAM
17
Wolverine Asset Management
Illinois
$1.24M -$148K -24,241 -11%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.12M +$4.24K +693 +0.4%
LCM
19
Landscape Capital Management
New Jersey
$1.02M -$128K -20,942 -11%
PAS
20
Park Avenue Securities
New York
$1.01M -$8.8K -1,438 -0.9%
CF
21
Centaurus Financial
California
$863K -$20.6K -3,360 -2%
RJA
22
Raymond James & Associates
Florida
$849K -$120K -19,681 -12%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$793K +$51.7K +8,453 +7%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$662K +$67.8K +11,078 +11%
LPL Financial
25
LPL Financial
California
$634K -$145K -23,683 -19%
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