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DHF

BNY Mellon High Yield Strategies Fund

65 hedge funds and large institutions have $48.4M invested in BNY Mellon High Yield Strategies Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

33% more capital invested

Capital invested by funds: $36.3M → $48.4M (+$12.1M)

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

5.75% more ownership

Funds ownership: 23.3%29.05% (+5.7%)

3% more funds holding

Funds holding: 6365 (+2)

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
21
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.1M +$1.33M +603,405 +14%
SCM
2
Saba Capital Management
New York
$8.01M +$1.03M +470,006 +16%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$7.58M +$7.28M +3,308,946 New
SIA
4
Sit Investment Associates
Minnesota
$4.8M +$391K +177,980 +9%
Bank of America
5
Bank of America
North Carolina
$2.45M +$144K +65,390 +7%
Invesco
6
Invesco
Georgia
$2.05M +$74.9K +34,075 +4%
1CP
7
1607 Capital Partners
Virginia
$1.63M +$175K +79,564 +13%
SFS
8
Shaker Financial Services
Virginia
$1.23M -$34.1K -15,508 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.04M +$35.1K +15,956 +4%
PAS
10
Park Avenue Securities
New York
$991K +$29.4K +13,384 +3%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$750K
LCM
12
Landscape Capital Management
New Jersey
$729K +$512K +232,712 +272%
LPL Financial
13
LPL Financial
California
$652K -$27.6K -12,556 -4%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$547K -$207K -94,000 -28%
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$500K +$343K +155,764 +248%
NA
16
NewEdge Advisors
Louisiana
$457K +$37.8K +17,199 +9%
CA
17
Cetera Advisors
Colorado
$342K +$5.47K +2,490 +2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$339K +$25.5K +11,589 +8%
RCM
19
Rivernorth Capital Management
Florida
$282K +$114K +51,822 +72%
MWM
20
Melfa Wealth Management
Massachusetts
$278K +$209K +95,200 +365%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$250K -$5.67K -2,579 -2%
ICMP
22
Integrated Capital Management (Pennsylvania)
Pennsylvania
$160K -$2.48K -1,126 -2%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$151K
UBS Group
24
UBS Group
Switzerland
$151K -$22.6K -10,266 -13%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$138K -$6.44K -2,928 -5%

DHF Hedge Fund Activity: Q4 2023 in Review

65 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon High Yield Strategies Fund (DHF) for Q4 2023, worth a combined $48.4M — up 33% from $36.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DHF positions and 6 closed out — a net gain of 3 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.33M. The largest seller was Wolverine Asset Management, cutting an estimated $403K.

  • 65 institutional investors held BNY Mellon High Yield Strategies Fund (DHF) as of Q4 2023, up from 63 in Q3 2023.
  • Funds reported $48.4M of BNY Mellon High Yield Strategies Fund stock for Q4 2023, up 33% quarter-over-quarter.
  • 9 funds opened new BNY Mellon High Yield Strategies Fund positions in Q4 2023 and 6 closed out, a net change of +3 holders.
  • The largest BNY Mellon High Yield Strategies Fund buyer in Q4 2023 was Morgan Stanley, an estimated $1.33M added.
  • The largest BNY Mellon High Yield Strategies Fund seller in Q4 2023 was Wolverine Asset Management, an estimated $403K sold.

Based on aggregated 13F filings for Q4 2023.