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DHF

BNY Mellon High Yield Strategies Fund

44 hedge funds and large institutions have $13.2M invested in BNY Mellon High Yield Strategies Fund in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $10.5M → $13.2M (+$2.62M)

0.85% more ownership

Funds ownership: 4.12%4.97% (+0.85%)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

10% less funds holding

Funds holding: 4944 (-5)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
44
Holders Change
-5
Holders Change %
-10.2%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Shaker Financial Services
Virginia
$2.55M +$1.98M +545,188 +353%
MIG
2
Mariner Investment Group
New York
$2.39M +$438K +120,904 +23%
SG Americas Securities
3
SG Americas Securities
New York
$1.98M -$588K -162,401 -23%
Invesco
4
Invesco
Georgia
$1.76M +$430K +118,803 +33%
WAM
5
Wolverine Asset Management
Illinois
$758K +$390K +107,526 +107%
ICOA
6
Investment Centers of America
North Dakota
$361K
LPL Financial
7
LPL Financial
California
$337K -$15.1K -4,160 -4%
Bank of America
8
Bank of America
North Carolina
$273K +$199K +54,828 +274%
Morgan Stanley
9
Morgan Stanley
New York
$235K -$105K -28,954 -31%
Ameriprise
10
Ameriprise
Minnesota
$219K +$7.72K +2,130 +4%
FIM
11
Fernwood Investment Management
Massachusetts
$162K
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$160K
Goldman Sachs
13
Goldman Sachs
New York
$147K +$76.2K +21,038 +109%
NPC
14
National Planning Corporation
California
$137K -$33.9K -9,350 -20%
BRWA
15
B. Riley Wealth Advisors
Florida
$135K -$131K -36,262 -50%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$130K -$4.58K -1,264 -3%
DA
17
Doliver Advisors
Texas
$122K -$69K -19,040 -36%
WA
18
WFG Advisors
Texas
$117K -$17.3K -4,777 -13%
CAN
19
Cetera Advisor Networks
California
$103K +$283 +78 +0.3%
UBS Group
20
UBS Group
Switzerland
$101K +$8.34K +2,301 +9%
SS
21
Sunbelt Securities
Texas
$100K -$3.3K -911 -3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$93K +$1.94K +536 +2%
Creative Planning
23
Creative Planning
Kansas
$87K +$16.8K +4,648 +24%
VKH
24
Virtu KCG Holdings
New York
$78K -$95K -26,228 -55%
DS
25
DRW Securities
Illinois
$75K +$74.3K +20,518 New

DHF Hedge Fund Activity: Q1 2015 in Review

44 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon High Yield Strategies Fund (DHF) for Q1 2015, worth a combined $13.2M — up 25% from $10.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DHF and 3 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 15 added.

The largest buyer was Shaker Financial Services, adding an estimated $1.98M. The largest seller was SG Americas Securities, cutting an estimated $588K.

  • 44 institutional investors held BNY Mellon High Yield Strategies Fund (DHF) as of Q1 2015, down from 49 in Q4 2014.
  • Funds reported $13.2M of BNY Mellon High Yield Strategies Fund stock for Q1 2015, up 25% quarter-over-quarter.
  • 3 funds opened new BNY Mellon High Yield Strategies Fund positions in Q1 2015 and 8 closed out, a net change of -5 holders.
  • The largest BNY Mellon High Yield Strategies Fund buyer in Q1 2015 was Shaker Financial Services, an estimated $1.98M added.
  • The largest BNY Mellon High Yield Strategies Fund seller in Q1 2015 was SG Americas Securities, an estimated $588K sold.

Based on aggregated 13F filings for Q1 2015.