Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BNY MELLON STRATEGIC MUNS IN (LEO)

100 + Investors. Track Smart Money conviction in LEO. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — LEO

Based on 100 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added LEO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
100 hedge funds hold LEO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding LEO is almost the same as a year ago (+1 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

43 buying39 selling
Last quarter: 43 funds bought or added vs 39 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 13 → 10 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 26% medium 18% new
56 out of 100 hedge funds have held LEO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +2%, value -96%

Value
-96%
Shares
+1%
Last quarter: funds added +2% more shares while total portfolio value only changed -96%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~14 new funds/quarter

20 → 9 → 13 → 10 → 14 new funds/Q
New funds entering each quarter: 9 → 13 → 10 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 54% of holders stayed 2+ years

54% veterans 16% 1-2yr 30% new
Of 100 current holders: 54 (54%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
13 of 100 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: LEO

How many hedge funds hold LEO — quarterly history vs. share price
Quarterly hedge fund ownership of LEO vs. share price

Market Analysis: LEO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LEO

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: LEO
2026 Q1 Stats Unlock in 18 days 100 + Investors

Track Smart Money conviction in LEO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 100 96 4.17%
13F Shares 28M 28M 1.53%
Total Value $179M $4.63B -96.13%
New Positions 14 10 +4
Increased Positions 29 31 -2
Closed Positions 10 8 +2
Reduced Positions 29 30 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LEO

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Revenue (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

100 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LEO. Verified SEC 13F-HR filings.

Top 25 institutional holders of LEO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Altium Capital Management LLC 6.57% 438,676 $2.8M
2 Gridiron Partners, LLC 1.31% 340,762 $2.1M
3 Traub Capital Management LLC 0.74% 119,038 $749K
4 Clear Point Advisors Inc. 0.44% 4,571 $571K
5 MELFA WEALTH MANAGEMENT, INC. 0.22% 60,323 $379K
6 Thoma Capital Management LLC 0.09% 22,973 $145K
7 Fortitude Advisory Group L.L.C. 0.08% 27,876 $175K
8 Noble Wealth Management PBC 0.07% 22,956 $144K
9 RIVERBRIDGE PARTNERS LLC 0.06% 358,313 $2.3M
10 WealthBridge Capital Management, LLC 0.05% 35,257 $222K
11 Petersen Hastings Wealth Advisors Inc. 0.05% 80,605 $507K
12 180 WEALTH ADVISORS, LLC 0.05% 63,181 $397K
13 Capital Investment Advisors, LLC 0.04% 379,299 $2.4M
14 GILPIN WEALTH MANAGEMENT, LLC 0.02% 4,500 $28K
15 PARK AVENUE SECURITIES LLC 0.01% 193,285 $1K
16 EVOLVE PRIVATE WEALTH, LLC 0.01% 26,178 $165K
17 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% 20,200 $127K
18 Spire Wealth Management 0.01% 24,908 $157K
19 WEDBUSH SECURITIES INC 0.00% 22,389
20 Merit Financial Group, LLC 0.00% 29,526 $186K
21 EASTERN BANK 0.00% 3,443 $22K
22 Farther Finance Advisors, LLC 0.00% 6,062 $38K
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 35,959 $226K
24 Blue Trust, Inc. 0.00% 3,569 $22K
25 Sound Income Strategies, LLC 0.00% 700 $4K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BNY MELLON STRATEGIC MUNS IN (LEO)

What does the Smart Money Trend signal show for LEO?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added LEO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LEO?

Slight buying edge — 52% buying: Last quarter: 43 funds bought or added vs 39 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LEO holders?

Smaller funds dominant — 11% AUM from top-100: 13 of 100 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held LEO?

56% of holders stayed for 2+ years: 56 out of 100 hedge funds have held LEO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.