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DHF

BNY Mellon High Yield Strategies Fund
DHF

50 hedge funds and large institutions have $17.6M invested in BNY Mellon High Yield Strategies Fund in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

9% more capital invested

Capital invested by funds: $16.1M → $17.6M (+$1.44M)

4% more funds holding

Funds holding: 48 → 50 (+2)

0.54% more ownership

Funds ownership: 7.24% → 7.79% (+0.54%)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
22
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$1.72M
2
OC
Oppenheimer & Co
New York
+$656K
3
WAM
Wolverine Asset Management
Illinois
+$593K
4
RCM
Robinson Capital Management
Michigan
+$483K
5
Invesco
Invesco
Georgia
+$436K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$3.62M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$70K
3
EWM
Evermay Wealth Management
Virginia
-$36.2K
4
SFS
Shaker Financial Services
Virginia
-$31.4K
5
FAAS
First Allied Advisory Services
California
-$19.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
26
Fernwood Investment Management
Massachusetts
$80K – – –
BAM
27
Brave Asset Management
New Jersey
$78K – – –
LPL Financial
28
LPL Financial
California
$76K +$4.36K +1,428 +6%
Stifel Financial
29
Stifel Financial
Missouri
$74K +$4.58K +1,500 +7%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$74K +$73K +23,931 New
DA
31
Doliver Advisors
Texas
$73K +$25.9K +8,480 +57%
AG
32
Advisor Group
Arizona
$68K -$7.63K -2,500 -10%
AAS
33
Avantax Advisory Services
Texas
$64K +$61.7K +20,207 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$62K -$10.9K -3,570 -15%
SFM
35
Signet Financial Management
New Jersey
$53K – – –
TSS
36
Two Sigma Securities
New York
$47K +$4.44K +1,456 +11%
EWM
37
Evermay Wealth Management
Virginia
$46K -$36.2K -11,860 -44%
DBIA
38
Dumont & Blake Investment Advisors
New Jersey
$45K – – –
CIA
39
Capital Investment Advisors
Georgia
$37K – – –
RJA
40
Raymond James & Associates
Florida
$34K – – –
CWA
41
Clarus Wealth Advisors
Arizona
$33K – – –
S
42
SignatureFD
Georgia
$26K – – –
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$17K – – –
GWM
44
Geneos Wealth Management
Colorado
$7K – – –
CTC
45
Central Trust Company
Missouri
$5K – – –
Citigroup
46
Citigroup
New York
$2K – – –
NSIM
47
North Star Investment Management
Illinois
$2K – – –
JP Morgan Chase
48
JP Morgan Chase
New York
– -$3.62M -1,182,562 Closed
Bank of New York Mellon
49
Bank of New York Mellon
New York
– -$70K -23,000 Closed
Fidelity Investments
50
Fidelity Investments
Massachusetts
– +$3 +1 New
1
2

DHF Hedge Fund Activity: Q4 2019 in Review

50 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon High Yield Strategies Fund (DHF) for Q4 2019, worth a combined $17.6M — up 8.9% from $16.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new DHF positions and 2 closed out — a net gain of 3 holders — while 22 added to existing stakes and 7 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.72M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $3.62M sold.

  • 50 institutional investors held BNY Mellon High Yield Strategies Fund (DHF) as of Q4 2019, up from 48 in Q3 2019.
  • Funds reported $17.6M of BNY Mellon High Yield Strategies Fund stock for Q4 2019, up 8.9% quarter-over-quarter.
  • 5 funds opened new BNY Mellon High Yield Strategies Fund positions in Q4 2019 and 2 closed out, a net change of +3 holders.
  • The largest BNY Mellon High Yield Strategies Fund buyer in Q4 2019 was Sit Investment Associates, an estimated $1.72M added.
  • The largest BNY Mellon High Yield Strategies Fund seller in Q4 2019 was JP Morgan Chase, an estimated $3.62M sold.

Based on aggregated 13F filings for Q4 2019.