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DMB

BNY Mellon Municipal Bond Infrastructure Fund
DMB

38 hedge funds and large institutions have $38.7M invested in BNY Mellon Municipal Bond Infrastructure Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

3% more funds holding

Funds holding: 37 → 38 (+1)

0.15% less ownership

Funds ownership: 15.81% → 15.66% (-0.15%)

15% less capital invested

Capital invested by funds: $45.6M → $38.7M (-$6.81M)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
14
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MSL
Mackay Shields LLC
New York
+$696K
2
JWA
JFS Wealth Advisors
Pennsylvania
+$464K
3
PMG
ProVise Management Group
Florida
+$231K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$178K
5
Ameriprise
Ameriprise
Minnesota
+$104K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$991K
2
GC
Guggenheim Capital
Illinois
-$575K
3
Morgan Stanley
Morgan Stanley
New York
-$375K
4
SFS
Shaker Financial Services
Virginia
-$214K
5
PAG
Private Advisor Group
New Jersey
-$44K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$240K -$22.9K -1,683 -9%
MAFM
27
Mid Atlantic Financial Management
Pennsylvania
$240K +$6.8K +500 +3%
AAS
28
Avantax Advisory Services
Texas
$218K -$11.3K -832 -5%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$197K +$1.14K +84 +0.6%
SWP
30
Stratos Wealth Partners
Ohio
$135K – – –
Citigroup
31
Citigroup
New York
$98K – – –
SPIA
32
Steward Partners Investment Advisory
New York
$26K +$163 +12 +0.6%
NFSG
33
Newbridge Financial Services Group
Florida
$18K +$18.3K +1,343 New
BWL
34
Bogart Wealth LLC
Virginia
$13K – – –
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$6K +$6.56K +482 New
BFEC
36
Benjamin F. Edwards & Company
Missouri
$1K – – –
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
FCA
38
FinTrust Capital Advisors
South Carolina
$3 – – –
PAG
39
Private Advisor Group
New Jersey
– -$44K -3,350 Closed
EIP
40
Ellis Investment Partners
Pennsylvania
– -$6K -514 Closed
1
2

DMB Hedge Fund Activity: Q3 2020 in Review

38 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Municipal Bond Infrastructure Fund (DMB) for Q3 2020, worth a combined $38.7M — down 15% from $45.6M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new DMB positions and 2 closed out — a net gain of 1 holder — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Mackay Shields LLC, opening a new position worth an estimated $696K. The largest seller was Raymond James & Associates, cutting an estimated $991K.

  • 38 institutional investors held BNY Mellon Municipal Bond Infrastructure Fund (DMB) as of Q3 2020, up from 37 in Q2 2020.
  • Funds reported $38.7M of BNY Mellon Municipal Bond Infrastructure Fund stock for Q3 2020, down 15% quarter-over-quarter.
  • 3 funds opened new BNY Mellon Municipal Bond Infrastructure Fund positions in Q3 2020 and 2 closed out, a net change of +1 holder.
  • The largest BNY Mellon Municipal Bond Infrastructure Fund buyer in Q3 2020 was Mackay Shields LLC, an estimated $696K added.
  • The largest BNY Mellon Municipal Bond Infrastructure Fund seller in Q3 2020 was Raymond James & Associates, an estimated $991K sold.

Based on aggregated 13F filings for Q3 2020.