We are live on ! Find out more
DMB

BNY Mellon Municipal Bond Infrastructure Fund

49 hedge funds and large institutions have $47.2M invested in BNY Mellon Municipal Bond Infrastructure Fund in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

17% more funds holding

Funds holding: 4249 (+7)

5% more capital invested

Capital invested by funds: $45M → $47.2M (+$2.23M)

0.15% more ownership

Funds ownership: 17.34%17.48% (+0.15%)

Holders
49
Holders Change
+7
Holders Change %
+16.67%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NL
26
NVWM LLC
Pennsylvania
$306K
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$301K -$6.64K -452 -2%
EW
28
Element Wealth
Mississippi
$295K
CG
29
Clarus Group
Texas
$243K -$75.1K -5,115 -24%
BHWM
30
Bar Harbor Wealth Management
New Hampshire
$221K +$221K +15,040 New
KAS
31
Kestra Advisory Services
Texas
$220K +$19.8K +1,346 +10%
FFA
32
Founders Financial Alliance
North Carolina
$205K +$205K +13,969 New
HI
33
Harbour Investments
Wisconsin
$164K +$4.29K +292 +3%
AAS
34
Avantax Advisory Services
Texas
$156K +$88 +6 +0.1%
WAM
35
Wolverine Asset Management
Illinois
$136K +$136K +9,274 New
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$110K
Citigroup
37
Citigroup
New York
$107K
CFGS
38
Concourse Financial Group Securities
Alabama
$92K +$91.7K +6,245 New
AWA
39
Arkadios Wealth Advisors
Georgia
$81K +$81.4K +5,546 New
SPIA
40
Steward Partners Investment Advisory
New York
$35K +$3.13K +213 +10%
US Bancorp
41
US Bancorp
Minnesota
$22K +$22K +1,500 New
NFSG
42
Newbridge Financial Services Group
Florida
$20K
NSIM
43
North Star Investment Management
Illinois
$20K +$19.7K +1,343 New
BWL
44
Bogart Wealth LLC
Virginia
$15K
Fidelity Investments
45
Fidelity Investments
Massachusetts
$15K +$14.7K +1,000 New
SWM
46
Spire Wealth Management
Virginia
$12K
EIP
47
Ellis Investment Partners
Pennsylvania
$11K +$11.7K +800 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$1K
MA
49
Montag & Associates
Georgia
$1K
SFS
50
Shaker Financial Services
Virginia
-$471K -33,352 Closed

DMB Hedge Fund Activity: Q2 2021 in Review

49 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Municipal Bond Infrastructure Fund (DMB) for Q2 2021, worth a combined $47.2M — up 5% from $45M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DMB positions and 3 closed out — a net gain of 7 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $510K. The largest seller was Shaker Financial Services, exiting entirely with an estimated $471K sold.

  • 49 institutional investors held BNY Mellon Municipal Bond Infrastructure Fund (DMB) as of Q2 2021, up from 42 in Q1 2021.
  • Funds reported $47.2M of BNY Mellon Municipal Bond Infrastructure Fund stock for Q2 2021, up 5% quarter-over-quarter.
  • 10 funds opened new BNY Mellon Municipal Bond Infrastructure Fund positions in Q2 2021 and 3 closed out, a net change of +7 holders.
  • The largest BNY Mellon Municipal Bond Infrastructure Fund buyer in Q2 2021 was Invesco, an estimated $510K added.
  • The largest BNY Mellon Municipal Bond Infrastructure Fund seller in Q2 2021 was Shaker Financial Services, an estimated $471K sold.

Based on aggregated 13F filings for Q2 2021.