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DMB

BNY Mellon Municipal Bond Infrastructure Fund

55 hedge funds and large institutions have $40M invested in BNY Mellon Municipal Bond Infrastructure Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

18% more capital invested

Capital invested by funds: $33.9M → $40M (+$6.05M)

4% more funds holding

Funds holding: 5355 (+2)

2.5% more ownership

Funds ownership: 18.55%21.05% (+2.5%)

48% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 21

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
11
Reduced
21
Closed
11
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
$351K -$57.4K -5,847 -15%
PVI
27
Pine Valley Investments
New Jersey
$326K +$44.2K +4,500 +17%
Invesco
28
Invesco
Georgia
$238K -$7.93K -808 -3%
ATPW
29
Ashton Thomas Private Wealth
Arizona
$224K
IFWM
30
Institute for Wealth Management
Colorado
$208K
EW
31
Element Wealth
Mississippi
$207K -$2.94K -300 -1%
MWM
32
Melfa Wealth Management
Massachusetts
$201K +$49.2K +5,016 +35%
VIP
33
Vista Investment Partners
Oklahoma
$180K +$172K +17,500 New
BRWA
34
B. Riley Wealth Advisors
Florida
$175K -$6.87K -700 -4%
Nomura Holdings
35
Nomura Holdings
Japan
$167K +$158K +16,150 New
AFP
36
Ausdal Financial Partners
Iowa
$150K -$77.6K -7,909 -35%
RCM
37
Rivernorth Capital Management
Florida
$150K -$1.96K -200 -1%
FCA
38
FLC Capital Advisors
California
$140K -$39.3K -4,000 -23%
BHWM
39
Bar Harbor Wealth Management
New Hampshire
$124K -$81.7K -8,325 -41%
DWM
40
Dakota Wealth Management
Florida
$122K +$116K +11,829 New
PAG
41
Private Advisor Group
New Jersey
$118K +$49 +5 +0%
Walleye Capital
42
Walleye Capital
New York
$115K +$109K +11,149 New
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$113K -$46.3K -4,714 -30%
FFA
44
Farther Finance Advisors
California
$104K -$131K -13,316 -57%
JWA
45
JFS Wealth Advisors
Pennsylvania
$79.3K +$844 +86 +1%
CFGS
46
Concourse Financial Group Securities
Alabama
$64.6K
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$48.9K -$49.1K -5,000 -51%
HCM
48
Hollencrest Capital Management
California
$39.2K
BFEC
49
Benjamin F. Edwards & Company
Missouri
$37K
NL
50
NVWM LLC
Pennsylvania
$31K

DMB Hedge Fund Activity: Q4 2023 in Review

55 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Municipal Bond Infrastructure Fund (DMB) for Q4 2023, worth a combined $40M — up 18% from $33.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DMB positions and 11 closed out — a net gain of 2 holders — while 11 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.29M. The largest seller was Fiera Capital (Canada), exiting entirely with an estimated $5.37M sold.

  • 55 institutional investors held BNY Mellon Municipal Bond Infrastructure Fund (DMB) as of Q4 2023, up from 53 in Q3 2023.
  • Funds reported $40M of BNY Mellon Municipal Bond Infrastructure Fund stock for Q4 2023, up 18% quarter-over-quarter.
  • 13 funds opened new BNY Mellon Municipal Bond Infrastructure Fund positions in Q4 2023 and 11 closed out, a net change of +2 holders.
  • The largest BNY Mellon Municipal Bond Infrastructure Fund buyer in Q4 2023 was Morgan Stanley, an estimated $3.29M added.
  • The largest BNY Mellon Municipal Bond Infrastructure Fund seller in Q4 2023 was Fiera Capital (Canada), an estimated $5.37M sold.

Based on aggregated 13F filings for Q4 2023.