WA
DSM

Whitebox Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Whitebox Advisors’s Portfolio DSM Stock Details DSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-335,217
Closed -$1.98M – 503
2025
Q3 		$1.98M Sell
335,217
-43,776
-12% -$249K 0.03% 196
2025
Q2 		$2.12M Sell
378,993
-377,806
-50% -$2.12M 0.05% 182
2025
Q1 		$4.37M Buy
756,799
+136,853
+22% +$806K 0.11% 119
2024
Q4 		$3.6M Buy
619,946
+427,819
+223% +$2.59M 0.1% 109
2024
Q3 		$1.2M Buy
192,127
+26,319
+16% +$160K 0.03% 151
2024
Q2 		$985K Buy
+165,808
New +$950K 0.03% 150

Other funds holding DSM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Whitebox Advisors's DSM Position: Q4 2025 in Review

Whitebox Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2025, closing a stake of 335,217 shares — an estimated $1.98M sold.

Whitebox Advisors first reported a position in DSM in Q2 2024 and held it in 6 quarters. The position peaked at $4.37M in Q1 2025. 85 funds tracked by Wall St. Rank hold DSM as of Q4 2025.

  • Whitebox Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2025 after selling out during the quarter.
  • Whitebox Advisors sold 335,217 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2025, an estimated $1.98M.
  • Whitebox Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2024 and held it in 6 quarters.
  • Whitebox Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $4.37M in Q1 2025.
  • 85 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2025.

Based on Whitebox Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.