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DMB

BNY Mellon Municipal Bond Infrastructure Fund

53 hedge funds and large institutions have $45.7M invested in BNY Mellon Municipal Bond Infrastructure Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

14% more capital invested

Capital invested by funds: $40M → $45.7M (+$5.79M)

2.87% more ownership

Funds ownership: 21.05%23.92% (+2.9%)

4% less funds holding

Funds holding: 5553 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
22
Reduced
13
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
$355K +$679 +66 +0.2%
PVI
27
Pine Valley Investments
New Jersey
$332K +$4.12K +400 +1%
ATPW
28
Ashton Thomas Private Wealth
Arizona
$275K +$49.3K +4,792 +22%
ACM
29
Arlington Capital Management
Illinois
$229K +$227K +22,085 New
Osaic Holdings
30
Osaic Holdings
Arizona
$215K -$193K -18,700 -47%
EW
31
Element Wealth
Mississippi
$208K
Invesco
32
Invesco
Georgia
$207K -$31.8K -3,087 -13%
MWM
33
Melfa Wealth Management
Massachusetts
$197K -$5.02K -488 -3%
Nomura Holdings
34
Nomura Holdings
Japan
$192K +$24.1K +2,339 +14%
VIP
35
Vista Investment Partners
Oklahoma
$182K
BRWA
36
B. Riley Wealth Advisors
Florida
$176K +$7.21K +700 +4%
Citadel Advisors
37
Citadel Advisors
Florida
$157K +$156K +15,107 New
RCM
38
Rivernorth Capital Management
Florida
$151K
FCA
39
FLC Capital Advisors
California
$141K
AFP
40
Ausdal Financial Partners
Iowa
$138K -$13.5K -1,314 -9%
BHWM
41
Bar Harbor Wealth Management
New Hampshire
$125K
PAG
42
Private Advisor Group
New Jersey
$119K +$41 +4 +0%
FFA
43
Farther Finance Advisors
California
$103K +$10 +1 +0%
JWA
44
JFS Wealth Advisors
Pennsylvania
$80.6K +$690 +67 +0.9%
CFGS
45
Concourse Financial Group Securities
Alabama
$65.1K
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$49.3K
HCM
47
Hollencrest Capital Management
California
$39.5K
NL
48
NVWM LLC
Pennsylvania
$31.3K
BFEC
49
Benjamin F. Edwards & Company
Missouri
$31K -$6.43K -625 -17%
PFBT
50
Parkside Financial Bank & Trust
Missouri
$13.6K

DMB Hedge Fund Activity: Q1 2024 in Review

53 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Municipal Bond Infrastructure Fund (DMB) for Q1 2024, worth a combined $45.7M — up 14% from $40M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DMB and 4 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 22 added.

The largest buyer was Logan Stone Capital, adding an estimated $3.67M. The largest seller was Morgan Stanley, cutting an estimated $4.32M.

  • 53 institutional investors held BNY Mellon Municipal Bond Infrastructure Fund (DMB) as of Q1 2024, down from 55 in Q4 2023.
  • Funds reported $45.7M of BNY Mellon Municipal Bond Infrastructure Fund stock for Q1 2024, up 14% quarter-over-quarter.
  • 4 funds opened new BNY Mellon Municipal Bond Infrastructure Fund positions in Q1 2024 and 5 closed out, a net change of -1 holder.
  • The largest BNY Mellon Municipal Bond Infrastructure Fund buyer in Q1 2024 was Logan Stone Capital, an estimated $3.67M added.
  • The largest BNY Mellon Municipal Bond Infrastructure Fund seller in Q1 2024 was Morgan Stanley, an estimated $4.32M sold.

Based on aggregated 13F filings for Q1 2024.