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DMB

BNY Mellon Municipal Bond Infrastructure Fund

23 hedge funds and large institutions have $35.7M invested in BNY Mellon Municipal Bond Infrastructure Fund in 2016 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.23% less ownership

Funds ownership: 15.89%13.66% (-2.2%)

7% less capital invested

Capital invested by funds: $38.5M → $35.7M (-$2.75M)

8% less funds holding

Funds holding: 2523 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
1
Increased
10
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
26
MSI Financial Services
Massachusetts
-$34K -2,580 Closed

DMB Hedge Fund Activity: Q2 2016 in Review

23 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Municipal Bond Infrastructure Fund (DMB) for Q2 2016, worth a combined $35.7M — down 7.1% from $38.5M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of DMB and 1 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 10 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.81M. The largest seller was LPL Financial, exiting entirely with an estimated $3.56M sold.

  • 23 institutional investors held BNY Mellon Municipal Bond Infrastructure Fund (DMB) as of Q2 2016, down from 25 in Q1 2016.
  • Funds reported $35.7M of BNY Mellon Municipal Bond Infrastructure Fund stock for Q2 2016, down 7.1% quarter-over-quarter.
  • 1 fund opened new BNY Mellon Municipal Bond Infrastructure Fund positions in Q2 2016 and 3 closed out, a net change of -2 holders.
  • The largest BNY Mellon Municipal Bond Infrastructure Fund buyer in Q2 2016 was Raymond James Financial Services Advisors, an estimated $1.81M added.
  • The largest BNY Mellon Municipal Bond Infrastructure Fund seller in Q2 2016 was LPL Financial, an estimated $3.56M sold.

Based on aggregated 13F filings for Q2 2016.