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DHF

BNY Mellon High Yield Strategies Fund

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: 4850 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$3.94M +$1.72M +564,910 +80%
Invesco
2
Invesco
Georgia
$3.02M +$436K +142,838 +17%
SFS
3
Shaker Financial Services
Virginia
$1.6M -$31.4K -10,299 -2%
OC
4
Oppenheimer & Co
New York
$1.21M +$656K +215,014 +123%
RCM
5
Robinson Capital Management
Michigan
$975K +$483K +158,380 +101%
WAM
6
Wolverine Asset Management
Illinois
$809K +$593K +194,271 +291%
Morgan Stanley
7
Morgan Stanley
New York
$555K +$154K +50,376 +39%
MAFM
8
Mid Atlantic Financial Management
Pennsylvania
$516K +$156K +51,100 +44%
PAS
9
Park Avenue Securities
New York
$406K +$74.8K +24,524 +23%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$405K +$73.4K +24,060 +23%
Ameriprise
11
Ameriprise
Minnesota
$367K +$1.94K +635 +0.5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$324K -$13K -4,262 -4%
LCM
13
Landscape Capital Management
New Jersey
$310K +$305K +99,910 New
GAMC
14
Garner Asset Management Corp
Texas
$296K +$638 +209 +0.2%
Bank of America
15
Bank of America
North Carolina
$273K -$125 -41 -0%
FAAS
16
First Allied Advisory Services
California
$256K -$19.4K -6,364 -7%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$204K +$9.16K +3,000 +5%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$203K
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$182K +$3.62K +1,187 +2%
Wells Fargo
20
Wells Fargo
California
$157K +$30.6K +10,011 +25%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$144K +$754 +247 +0.5%
UBS Group
22
UBS Group
Switzerland
$115K +$2.76K +905 +3%
MC
23
Matisse Capital
Oregon
$115K +$113K +37,100 New
FIA
24
FNY Investment Advisers
New York
$94K +$35.4K +11,598 +61%
ICMP
25
Integrated Capital Management (Pennsylvania)
Pennsylvania
$83K +$20.7K +6,773 +34%

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.