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DHF

BNY Mellon High Yield Strategies Fund
DHF

50 hedge funds and large institutions have $18.8M invested in BNY Mellon High Yield Strategies Fund in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

18% more capital invested

Capital invested by funds: $15.9M → $18.8M (+$2.86M)

11% more funds holding

Funds holding: 45 → 50 (+5)

1.27% more ownership

Funds ownership: 6.48% → 7.75% (+1.3%)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.77M
2
CCP
Clough Capital Partners
Massachusetts
+$693K
3
SFS
Shaker Financial Services
Virginia
+$620K
4
Citigroup
Citigroup
New York
+$292K
5
JP Morgan Chase
JP Morgan Chase
New York
+$184K

Top Sellers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
-$1.45M
2
SEIA
Signature Estate & Investment Advisors
California
-$148K
3
MFS
MSI Financial Services
Massachusetts
-$109K
4
SS
Sunbelt Securities
Texas
-$65K
5
VKH
Virtu KCG Holdings
New York
-$36.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$77K -$34.3K -10,451 -31%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$61K +$987 +301 +2%
BRWA
28
B. Riley Wealth Advisors
Florida
$59K -$22.4K -6,832 -28%
SFM
29
Signet Financial Management
New Jersey
$58K – – –
Squarepoint
30
Squarepoint
New York
$53K +$52.1K +15,900 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$49K +$10.5K +3,203 +28%
BAM
32
Brave Asset Management
New Jersey
$43K – – –
CIA
33
Capital Investment Advisors
Georgia
$41K -$72 -22 -0.2%
UBS Group
34
UBS Group
Switzerland
$40K -$1.78K -543 -4%
KeyBank National Association
35
KeyBank National Association
Ohio
$40K – – –
SI
36
SII Investments
Wisconsin
$34K – – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$32K -$1.05K -319 -3%
AAM
38
Advisors Asset Management
Colorado
$29K – – –
Creative Planning
39
Creative Planning
Kansas
$26K +$33 +10 +0.1%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$20K – – –
AG
41
Advisor Group
Arizona
$18K – – –
NFG
42
Next Financial Group
Texas
$17K – – –
IA
43
IFP Advisors
Florida
$16K – – –
NSIM
44
North Star Investment Management
Illinois
$12K – – –
DADC
45
D.A. Davidson & Co
Montana
$11K +$10.8K +3,284 New
BKA
46
Brick & Kyle Associates
Pennsylvania
$8K – – –
TIM
47
Tortoise Investment Management
New York
$4K +$4.33K +1,322 New
PCM
48
Penserra Capital Management
California
$3K +$423 +129 +12%
WAS
49
WESPAC Advisors SoCal
California
$1.51K – – –
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K – – –
1
2
3

DHF Hedge Fund Activity: Q4 2016 in Review

50 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon High Yield Strategies Fund (DHF) for Q4 2016, worth a combined $18.8M — up 18% from $15.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DHF positions and 2 closed out — a net gain of 5 holders — while 12 added to existing stakes and 14 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $2.77M. The largest seller was Laurion Capital Management, cutting an estimated $1.45M.

  • 50 institutional investors held BNY Mellon High Yield Strategies Fund (DHF) as of Q4 2016, up from 45 in Q3 2016.
  • Funds reported $18.8M of BNY Mellon High Yield Strategies Fund stock for Q4 2016, up 18% quarter-over-quarter.
  • 7 funds opened new BNY Mellon High Yield Strategies Fund positions in Q4 2016 and 2 closed out, a net change of +5 holders.
  • The largest BNY Mellon High Yield Strategies Fund buyer in Q4 2016 was Sit Investment Associates, an estimated $2.77M added.
  • The largest BNY Mellon High Yield Strategies Fund seller in Q4 2016 was Laurion Capital Management, an estimated $1.45M sold.

Based on aggregated 13F filings for Q4 2016.