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DMB

BNY Mellon Municipal Bond Infrastructure Fund

60 hedge funds and large institutions have $37.1M invested in BNY Mellon Municipal Bond Infrastructure Fund in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 8 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

33% more funds holding

Funds holding: 4560 (+15)

15% more capital invested

Capital invested by funds: $32.4M → $37.1M (+$4.73M)

3.75% more ownership

Funds ownership: 15.38%19.13% (+3.8%)

64% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 22

Holders
60
Holders Change
+15
Holders Change %
+33.33%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
8
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$240K +$245K +22,852 New
LNC
27
Lincoln National Corp
Pennsylvania
$234K -$6.34K -591 -3%
AFP
28
Ausdal Financial Partners
Iowa
$228K +$75.9K +7,081 +48%
BHWM
29
Bar Harbor Wealth Management
New Hampshire
$214K
EW
30
Element Wealth
Mississippi
$214K
MML Investors Services
31
MML Investors Services
Massachusetts
$213K -$731K -68,124 -77%
Ameriprise
32
Ameriprise
Minnesota
$205K -$1.24M -115,625 -86%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$205K -$67.7K -6,312 -24%
MWM
34
Melfa Wealth Management
Massachusetts
$200K +$204K +19,001 New
FCA
35
FLC Capital Advisors
California
$184K -$222K -20,700 -54%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$175K -$214K -20,000 -55%
Jane Street
37
Jane Street
New York
$170K +$174K +16,221 New
IA
38
IFP Advisors
Florida
$168K
VF
39
Virtu Financial
New York
$167K +$170K +15,885 New
STA
40
Summit Trail Advisors
New York
$161K +$164K +15,268 New
ASFA
41
All Season Financial Advisors
Colorado
$140K -$32 -3 -0%
AC
42
Aristides Capital
Kentucky
$126K +$129K +12,000 New
DWM
43
Drive Wealth Management
Utah
$122K +$708 +66 +0.6%
LNWWM
44
Laird Norton Wetherby Wealth Management
California
$116K +$118K +10,992 New
JWA
45
JFS Wealth Advisors
Pennsylvania
$94.1K +$1.28K +119 +1%
NL
46
NVWM LLC
Pennsylvania
$86.8K -$135K -12,590 -61%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$83.8K -$582K -54,285 -87%
CFGS
48
Concourse Financial Group Securities
Alabama
$65.9K
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$51K
JP Morgan Chase
50
JP Morgan Chase
New York
$46K +$46.7K +4,352 New

DMB Hedge Fund Activity: Q4 2022 in Review

60 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Municipal Bond Infrastructure Fund (DMB) for Q4 2022, worth a combined $37.1M — up 15% from $32.4M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DMB positions and 5 closed out — a net gain of 15 holders — while 8 added to existing stakes and 22 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $5.25M. The largest seller was Ameriprise, cutting an estimated $1.24M.

  • 60 institutional investors held BNY Mellon Municipal Bond Infrastructure Fund (DMB) as of Q4 2022, up from 45 in Q3 2022.
  • Funds reported $37.1M of BNY Mellon Municipal Bond Infrastructure Fund stock for Q4 2022, up 15% quarter-over-quarter.
  • 20 funds opened new BNY Mellon Municipal Bond Infrastructure Fund positions in Q4 2022 and 5 closed out, a net change of +15 holders.
  • The largest BNY Mellon Municipal Bond Infrastructure Fund buyer in Q4 2022 was Fiera Capital (Canada), an estimated $5.25M added.
  • The largest BNY Mellon Municipal Bond Infrastructure Fund seller in Q4 2022 was Ameriprise, an estimated $1.24M sold.

Based on aggregated 13F filings for Q4 2022.