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DHF

BNY Mellon High Yield Strategies Fund
DHF

35 hedge funds and large institutions have $3.96M invested in BNY Mellon High Yield Strategies Fund in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

9% more funds holding

Funds holding: 32 → 35 (+3)

0% more capital invested

Capital invested by funds: $3.94M → $3.96M (+$17.2K)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

0.03% less ownership

Funds ownership: 1.34% → 1.3% (-0.03%)

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIM
Fernwood Investment Management
Massachusetts
+$195K
2
ICOA
Investment Centers of America
North Dakota
+$93.8K
3
Ameriprise
Ameriprise
Minnesota
+$60K
4
Nomura Holdings
Nomura Holdings
Japan
+$52K
5
MBT
Monroe Bank & Trust
Michigan
+$49.9K

Top Sellers

Rank Fund Capital Flow
1
SG Americas Securities
SG Americas Securities
New York
-$548K
2
VKH
Virtu KCG Holdings
New York
-$65K
3
Morgan Stanley
Morgan Stanley
New York
-$23.3K
4
TRCT
Tower Research Capital (TRC)
New York
-$19.5K
5
MCM
Murphy Capital Management
New Jersey
-$15K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$1.14M +$43.2K +10,387 +4%
LPL Financial
2
LPL Financial
California
$416K -$14.5K -3,477 -3%
FIM
3
Fernwood Investment Management
Massachusetts
$197K +$195K +46,900 New
Ameriprise
4
Ameriprise
Minnesota
$191K +$60K +14,432 +46%
Morgan Stanley
5
Morgan Stanley
New York
$178K -$23.3K -5,611 -12%
BRWA
6
B. Riley Wealth Advisors
Florida
$153K +$881 +212 +0.6%
WA
7
WFG Advisors
Texas
$150K +$819 +197 +0.6%
NPC
8
National Planning Corporation
California
$116K – – –
Bank of New York Mellon
9
Bank of New York Mellon
New York
$108K +$12K +2,880 +13%
Bank of America
10
Bank of America
North Carolina
$98K -$7.71K -1,855 -7%
ICOA
11
Investment Centers of America
North Dakota
$91K +$93.8K +22,556 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$88K – – –
MBT
13
Monroe Bank & Trust
Michigan
$84K +$49.9K +12,000 +150%
CAN
14
Cetera Advisor Networks
California
$77K +$29.9K +7,200 +63%
ICAS
15
Investors Capital Advisory Services
Massachusetts
$75K -$4.16K -1,000 -5%
Wells Fargo
16
Wells Fargo
California
$73K -$2K -480 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$72K +$39.3K +9,448 +125%
SRC
18
Shufro Rose & Co
New York
$70K – – –
U
19
UBS
Switzerland
$69K +$890 +214 +1%
CIA
20
Capital Investment Advisors
Georgia
$62.7K – – –
BAM
21
Brave Asset Management
New Jersey
$53K – – –
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$53K +$141 +34 +0.3%
Nomura Holdings
23
Nomura Holdings
Japan
$53K +$52K +12,500 New
AAM
24
Advisors Asset Management
Colorado
$45K -$1.97K -473 -4%
Creative Planning
25
Creative Planning
Kansas
$45K -$1.4K -336 -3%
1
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DHF Hedge Fund Activity: Q1 2014 in Review

35 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon High Yield Strategies Fund (DHF) for Q1 2014, worth a combined $3.96M — up 0.44% from $3.94M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DHF positions and 3 closed out — a net gain of 3 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was Fernwood Investment Management, opening a new position worth an estimated $195K. The largest seller was SG Americas Securities, exiting entirely with an estimated $548K sold.

  • 35 institutional investors held BNY Mellon High Yield Strategies Fund (DHF) as of Q1 2014, up from 32 in Q4 2013.
  • Funds reported $3.96M of BNY Mellon High Yield Strategies Fund stock for Q1 2014, up 0.44% quarter-over-quarter.
  • 6 funds opened new BNY Mellon High Yield Strategies Fund positions in Q1 2014 and 3 closed out, a net change of +3 holders.
  • The largest BNY Mellon High Yield Strategies Fund buyer in Q1 2014 was Fernwood Investment Management, an estimated $195K added.
  • The largest BNY Mellon High Yield Strategies Fund seller in Q1 2014 was SG Americas Securities, an estimated $548K sold.

Based on aggregated 13F filings for Q1 2014.