We are live on ! Find out more
DHF

BNY Mellon High Yield Strategies Fund
DHF

49 hedge funds and large institutions have $16M invested in BNY Mellon High Yield Strategies Fund in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $15.1M → $16M (+$978K)

0.47% less ownership

Funds ownership: 7.62% → 7.15% (-0.47%)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

9% less funds holding

Funds holding: 54 → 49 (-5)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
49
Holders Change
-5
Holders Change %
-9.26%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
13
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$468K
2
Ameriprise
Ameriprise
Minnesota
+$347K
3
OC
Oppenheimer & Co
New York
+$119K
4
MAFM
Mid Atlantic Financial Management
Pennsylvania
+$79K
5
Invesco
Invesco
Georgia
+$48.5K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$607K
2
LCM
Landscape Capital Management
New Jersey
-$262K
3
MML Investors Services
MML Investors Services
Massachusetts
-$246K
4
JP Morgan Chase
JP Morgan Chase
New York
-$171K
5
WAM
Weiss Asset Management
Massachusetts
-$140K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
26
Advisor Group
Arizona
$79K – – –
BAM
27
Brave Asset Management
New Jersey
$77K – – –
Bank of New York Mellon
28
Bank of New York Mellon
New York
$71K – – –
LPL Financial
29
LPL Financial
California
$68K -$38.3K -12,822 -37%
CA
30
Calton & Associates
Florida
$66K -$19.3K -6,460 -23%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$61K +$729 +244 +1%
SFM
32
Signet Financial Management
New Jersey
$53K – – –
DBIA
33
Dumont & Blake Investment Advisors
New Jersey
$45K – – –
BTS
34
BB&T Securities
Virginia
$43K -$27 -9 -0.1%
ICMP
35
Integrated Capital Management (Pennsylvania)
Pennsylvania
$39K +$38.3K +12,825 New
MHS
36
M Holdings Securities
Oregon
$36K +$161 +54 +0.5%
RJA
37
Raymond James & Associates
Florida
$34K – – –
CWA
38
Clarus Wealth Advisors
Arizona
$32K +$484 +162 +2%
S
39
SignatureFD
Georgia
$26K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$17K – – –
PGWM
41
Parisi Gray Wealth Management
New Jersey
$12K – – –
NSIM
42
North Star Investment Management
Illinois
$11K – – –
CFGS
43
Concourse Financial Group Securities
Alabama
$3K +$3.81K +1,275 New
Citigroup
44
Citigroup
New York
$2K – – –
FHB
45
First Hawaiian Bank
Hawaii
$2K – – –
MWM
46
Mascoma Wealth Management
New Hampshire
$2K – – –
GWMIA
47
Global Wealth Management Investment Advisory
Florida
$2K +$1.49K +500 New
SHIM
48
Stone House Investment Management
Pennsylvania
$2K +$1.65K +552 New
WAS
49
WESPAC Advisors SoCal
California
$1K – – –
MML Investors Services
50
MML Investors Services
Massachusetts
– -$246K -90,675 Closed
1
2
3

DHF Hedge Fund Activity: Q1 2019 in Review

49 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon High Yield Strategies Fund (DHF) for Q1 2019, worth a combined $16M — up 6.5% from $15.1M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DHF and 7 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 12 added.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $468K. The largest seller was Sit Investment Associates, cutting an estimated $607K.

  • 49 institutional investors held BNY Mellon High Yield Strategies Fund (DHF) as of Q1 2019, down from 54 in Q4 2018.
  • Funds reported $16M of BNY Mellon High Yield Strategies Fund stock for Q1 2019, up 6.5% quarter-over-quarter.
  • 7 funds opened new BNY Mellon High Yield Strategies Fund positions in Q1 2019 and 12 closed out, a net change of -5 holders.
  • The largest BNY Mellon High Yield Strategies Fund buyer in Q1 2019 was Shaker Financial Services, an estimated $468K added.
  • The largest BNY Mellon High Yield Strategies Fund seller in Q1 2019 was Sit Investment Associates, an estimated $607K sold.

Based on aggregated 13F filings for Q1 2019.