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DHF

BNY Mellon High Yield Strategies Fund

50 hedge funds and large institutions have $20.3M invested in BNY Mellon High Yield Strategies Fund in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $18.8M → $20.3M (+$1.53M)

0.56% more ownership

Funds ownership: 7.75%8.31% (+0.56%)

0% more funds holding

Funds holding: 5050 (0)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$6.28M +$94.5K +27,873 +2%
SIA
2
Sit Investment Associates
Minnesota
$2.94M +$77.7K +22,900 +3%
SFS
3
Shaker Financial Services
Virginia
$1.94M +$1.3M +384,510 +203%
Invesco
4
Invesco
Georgia
$1.82M +$244K +72,064 +15%
CCP
5
Clough Capital Partners
Massachusetts
$811K +$94.3K +27,807 +13%
Citigroup
6
Citigroup
New York
$717K +$416K +122,512 +138%
Wells Fargo
7
Wells Fargo
California
$703K -$2.33K -688 -0.3%
FFEC
8
First Financial Equity Corporation
Arizona
$664K +$671K +197,707 New
Morgan Stanley
9
Morgan Stanley
New York
$610K -$9.04K -2,664 -1%
Bank of America
10
Bank of America
North Carolina
$326K -$13.8K -4,064 -4%
LPL Financial
11
LPL Financial
California
$304K -$16.1K -4,746 -5%
Ameriprise
12
Ameriprise
Minnesota
$302K -$3.39K -1,000 -1%
ICOA
13
Investment Centers of America
North Dakota
$240K -$8.16K -2,405 -3%
MML Investors Services
14
MML Investors Services
Massachusetts
$239K +$239K +70,493 New
DA
15
Doliver Advisors
Texas
$215K +$8.14K +2,400 +4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$176K +$3.62K +1,068 +2%
LCM
17
Laurion Capital Management
New York
$150K -$1.43M -420,655 -90%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$147K +$42.8K +12,632 +41%
WA
19
WFG Advisors
Texas
$131K +$2.01K +592 +2%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$130K
CRC
21
Curi RMB Capital
Illinois
$124K +$124K +36,573 New
VKH
22
Virtu KCG Holdings
New York
$112K -$6.41K -1,891 -5%
FIM
23
Fernwood Investment Management
Massachusetts
$105K
Bank of New York Mellon
24
Bank of New York Mellon
New York
$103K +$25.3K +7,466 +32%
FAAS
25
First Allied Advisory Services
California
$102K

DHF Hedge Fund Activity: Q1 2017 in Review

50 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon High Yield Strategies Fund (DHF) for Q1 2017, worth a combined $20.3M — up 8.2% from $18.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new DHF positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 15 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.3M. The largest seller was Laurion Capital Management, cutting an estimated $1.43M.

  • 50 institutional investors held BNY Mellon High Yield Strategies Fund (DHF) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $20.3M of BNY Mellon High Yield Strategies Fund stock for Q1 2017, up 8.2% quarter-over-quarter.
  • 5 funds opened new BNY Mellon High Yield Strategies Fund positions in Q1 2017 and 4 closed out, a net change of +1 holder.
  • The largest BNY Mellon High Yield Strategies Fund buyer in Q1 2017 was Shaker Financial Services, an estimated $1.3M added.
  • The largest BNY Mellon High Yield Strategies Fund seller in Q1 2017 was Laurion Capital Management, an estimated $1.43M sold.

Based on aggregated 13F filings for Q1 2017.