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DMB

BNY Mellon Municipal Bond Infrastructure Fund

42 hedge funds and large institutions have $45M invested in BNY Mellon Municipal Bond Infrastructure Fund in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $44.3M → $45M (+$708K)

0.16% more ownership

Funds ownership: 17.17%17.34% (+0.16%)

0% more funds holding

Funds holding: 4242 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$296K +$12.6K +881 +4%
NL
27
NVWM LLC
Pennsylvania
$294K
MAFM
28
Mid Atlantic Financial Management
Pennsylvania
$293K +$35.7K +2,500 +14%
EW
29
Element Wealth
Mississippi
$283K
KAS
30
Kestra Advisory Services
Texas
$193K -$1.84M -128,877 -90%
HI
31
Harbour Investments
Wisconsin
$154K +$156K +10,900 New
AAS
32
Avantax Advisory Services
Texas
$150K -$28.5K -1,996 -16%
IAIM
33
International Assets Investment Management
Florida
$141K
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$106K
Citigroup
35
Citigroup
New York
$103K
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$76K +$77.2K +5,400 New
SPIA
37
Steward Partners Investment Advisory
New York
$30.5K +$900 +63 +3%
NFSG
38
Newbridge Financial Services Group
Florida
$19K
BWL
39
Bogart Wealth LLC
Virginia
$14K
SWM
40
Spire Wealth Management
Virginia
$11K +$11.4K +800 New
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$1K
MA
42
Montag & Associates
Georgia
$1K
RCM
43
Robinson Capital Management
Michigan
-$765K -54,704 Closed
SWP
44
Stratos Wealth Partners
Ohio
-$140K -10,000 Closed
SSC
45
Syverson Strege & Co
Iowa
-$50K -3,555 Closed
OIM
46
Oder Investment Management
California
-$34K -2,394 Closed

DMB Hedge Fund Activity: Q1 2021 in Review

42 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Municipal Bond Infrastructure Fund (DMB) for Q1 2021, worth a combined $45M — up 1.6% from $44.3M a quarter earlier.

Fund positioning in DMB was balanced in Q1 2021: 5 funds opened new positions, 5 closed out, 11 added to existing stakes and 12 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.2M. The largest seller was Kestra Advisory Services, cutting an estimated $1.84M.

  • 42 institutional investors held BNY Mellon Municipal Bond Infrastructure Fund (DMB) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $45M of BNY Mellon Municipal Bond Infrastructure Fund stock for Q1 2021, up 1.6% quarter-over-quarter.
  • 5 funds opened new BNY Mellon Municipal Bond Infrastructure Fund positions in Q1 2021 and 5 closed out, a net change of 0 holders.
  • The largest BNY Mellon Municipal Bond Infrastructure Fund buyer in Q1 2021 was Guggenheim Capital, an estimated $1.2M added.
  • The largest BNY Mellon Municipal Bond Infrastructure Fund seller in Q1 2021 was Kestra Advisory Services, an estimated $1.84M sold.

Based on aggregated 13F filings for Q1 2021.