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DMB

BNY Mellon Municipal Bond Infrastructure Fund

56 hedge funds and large institutions have $37.4M invested in BNY Mellon Municipal Bond Infrastructure Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $37.1M → $37.4M (+$323K)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

1.29% less ownership

Funds ownership: 19.13%17.85% (-1.3%)

7% less funds holding

Funds holding: 6056 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
56
Holders Change
-4
Holders Change %
-6.67%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EW
26
Element Wealth
Mississippi
$236K
Bank of America
27
Bank of America
North Carolina
$231K -$306K -27,733 -58%
MWM
28
Melfa Wealth Management
Massachusetts
$221K +$728 +66 +0.3%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$217K -$8.23K -746 -4%
FCA
30
FLC Capital Advisors
California
$203K
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$148K +$52.9K +4,800 +60%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$146K -$44.1K -4,000 -24%
MML Investors Services
33
MML Investors Services
Massachusetts
$143K -$87.7K -7,954 -39%
ASFA
34
All Season Financial Advisors
Colorado
$138K -$14.7K -1,329 -10%
XF
35
XML Financial
Maryland
$133K +$126K +11,451 New
LNWWM
36
Laird Norton Wetherby Wealth Management
California
$126K -$937 -85 -0.8%
JP Morgan Chase
37
JP Morgan Chase
New York
$125K +$71.4K +6,476 +149%
SIC
38
Samalin Investment Counsel
New York
$125K +$119K +10,754 New
DWM
39
Drive Wealth Management
Utah
$124K -$9.73K -882 -8%
PAG
40
Private Advisor Group
New Jersey
$121K +$115K +10,462 New
JWA
41
JFS Wealth Advisors
Pennsylvania
$105K +$1.09K +99 +1%
NL
42
NVWM LLC
Pennsylvania
$77.9K -$16.3K -1,475 -18%
CFGS
43
Concourse Financial Group Securities
Alabama
$72.6K
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$56.3K
HCM
45
Hollencrest Capital Management
California
$44K
GWSG
46
GPS Wealth Strategies Group
Colorado
$39.2K +$37.3K +3,379 New
UB
47
UMB Bank
Missouri
$28.3K
US Bancorp
48
US Bancorp
Minnesota
$17.4K
PFBT
49
Parkside Financial Bank & Trust
Missouri
$15.1K
BWL
50
Bogart Wealth LLC
Virginia
$11.6K

DMB Hedge Fund Activity: Q1 2023 in Review

56 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Municipal Bond Infrastructure Fund (DMB) for Q1 2023, worth a combined $37.4M — up 0.87% from $37.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DMB and 5 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 17 added.

The largest buyer was Guggenheim Capital, adding an estimated $274K. The largest seller was Logan Stone Capital, cutting an estimated $1.01M.

  • 56 institutional investors held BNY Mellon Municipal Bond Infrastructure Fund (DMB) as of Q1 2023, down from 60 in Q4 2022.
  • Funds reported $37.4M of BNY Mellon Municipal Bond Infrastructure Fund stock for Q1 2023, up 0.87% quarter-over-quarter.
  • 5 funds opened new BNY Mellon Municipal Bond Infrastructure Fund positions in Q1 2023 and 9 closed out, a net change of -4 holders.
  • The largest BNY Mellon Municipal Bond Infrastructure Fund buyer in Q1 2023 was Guggenheim Capital, an estimated $274K added.
  • The largest BNY Mellon Municipal Bond Infrastructure Fund seller in Q1 2023 was Logan Stone Capital, an estimated $1.01M sold.

Based on aggregated 13F filings for Q1 2023.