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DHF

BNY Mellon High Yield Strategies Fund

59 hedge funds and large institutions have $30.3M invested in BNY Mellon High Yield Strategies Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

26% more capital invested

Capital invested by funds: $24.1M → $30.3M (+$6.22M)

3.44% more ownership

Funds ownership: 15.32%18.76% (+3.4%)

8% less funds holding

Funds holding: 6459 (-5)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
59
Holders Change
-5
Holders Change %
-7.81%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.59M +$3.76M +1,720,424 +138%
SIA
2
Sit Investment Associates
Minnesota
$3.92M
SCM
3
Saba Capital Management
New York
$3.59M +$1.63M +743,211 +85%
Invesco
4
Invesco
Georgia
$2.28M +$97.9K +44,771 +5%
Bank of America
5
Bank of America
North Carolina
$2.07M +$61.2K +27,978 +3%
SFS
6
Shaker Financial Services
Virginia
$1.3M -$8.63K -3,947 -0.7%
WAM
7
Wolverine Asset Management
Illinois
$1.07M +$2.11K +963 +0.2%
1CP
8
1607 Capital Partners
Virginia
$1.01M +$150K +68,500 +18%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$969K -$11.3K -5,173 -1%
PAS
10
Park Avenue Securities
New York
$902K -$26.7K -12,202 -3%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$808K -$32.8K -15,000 -4%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$731K
LPL Financial
13
LPL Financial
California
$662K -$32.3K -14,790 -5%
NA
14
NewEdge Advisors
Louisiana
$492K -$4.37K -2,000 -0.9%
RCM
15
Rivernorth Capital Management
Florida
$418K
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$325K +$28.1K +12,853 +10%
CA
17
Cetera Advisors
Colorado
$320K +$7.41K +3,386 +2%
AWS
18
Atria Wealth Solutions
New York
$305K
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$238K -$6.79K -3,106 -3%
HighTower Advisors
20
HighTower Advisors
Illinois
$230K +$46.5K +21,272 +25%
LCM
21
Landscape Capital Management
New Jersey
$194K -$17.1K -7,829 -8%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$164K +$38.5K +17,619 +31%
ICMP
23
Integrated Capital Management (Pennsylvania)
Pennsylvania
$157K +$123K +56,338 +394%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$147K
UBS Group
25
UBS Group
Switzerland
$133K +$4.31K +1,969 +3%

DHF Hedge Fund Activity: Q2 2023 in Review

59 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon High Yield Strategies Fund (DHF) for Q2 2023, worth a combined $30.3M — up 26% from $24.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DHF and 5 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 18 added.

The largest buyer was Morgan Stanley, adding an estimated $3.76M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $111K sold.

  • 59 institutional investors held BNY Mellon High Yield Strategies Fund (DHF) as of Q2 2023, down from 64 in Q1 2023.
  • Funds reported $30.3M of BNY Mellon High Yield Strategies Fund stock for Q2 2023, up 26% quarter-over-quarter.
  • 5 funds opened new BNY Mellon High Yield Strategies Fund positions in Q2 2023 and 9 closed out, a net change of -4 holders.
  • The largest BNY Mellon High Yield Strategies Fund buyer in Q2 2023 was Morgan Stanley, an estimated $3.76M added.
  • The largest BNY Mellon High Yield Strategies Fund seller in Q2 2023 was Sowell Financial Services, an estimated $111K sold.

Based on aggregated 13F filings for Q2 2023.