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DMB

BNY Mellon Municipal Bond Infrastructure Fund

65 hedge funds and large institutions have $75.8M invested in BNY Mellon Municipal Bond Infrastructure Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

10% more funds holding

Funds holding: 5965 (+6)

4.07% more ownership

Funds ownership: 35.71%39.78% (+4.1%)

3% more capital invested

Capital invested by funds: $73.3M → $75.8M (+$2.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
26
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
26
Stonebrook Private
Michigan
$514K +$86 +8 +0%
SIC
27
Samalin Investment Counsel
New York
$489K +$45.9K +4,250 +10%
PMG
28
ProVise Management Group
Florida
$464K -$98.1K -9,093 -17%
PVM
29
Palogic Value Management
Texas
$417K
MWM
30
Melfa Wealth Management
Massachusetts
$352K +$162K +15,000 +79%
CIA
31
Capital Investment Advisors
Georgia
$350K -$27K -2,500 -7%
HighTower Advisors
32
HighTower Advisors
Illinois
$321K +$54.2K +5,023 +19%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$318K -$19.4K -1,795 -6%
Osaic Holdings
34
Osaic Holdings
Arizona
$311K +$156K +14,478 +93%
Nomura Holdings
35
Nomura Holdings
Japan
$289K +$177K +16,448 +144%
ATPW
36
Ashton Thomas Private Wealth
Arizona
$278K +$1.02K +95 +0.4%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$271K -$84.8K -7,860 -23%
UBS Group
38
UBS Group
Switzerland
$267K -$30.6K -2,840 -10%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$257K +$119 +11 +0%
ACM
40
Arlington Capital Management
Illinois
$249K +$33.8K +3,131 +15%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$237K +$248K +22,942 New
PVI
42
Pine Valley Investments
New Jersey
$232K -$117K -10,810 -33%
BRWA
43
B. Riley Wealth Advisors
Florida
$231K -$5.39K -500 -2%
RAM
44
Readystate Asset Management
Illinois
$228K +$238K +22,067 New
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$207K
VIP
46
Vista Investment Partners
Oklahoma
$181K
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$173K
TSS
48
Two Sigma Securities
New York
$132K +$138K +12,747 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$127K +$133K +12,312 New
BHWM
50
Bar Harbor Wealth Management
New Hampshire
$125K

DMB Hedge Fund Activity: Q4 2024 in Review

65 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Municipal Bond Infrastructure Fund (DMB) for Q4 2024, worth a combined $75.8M — up 3.4% from $73.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DMB positions and 4 closed out — a net gain of 7 holders — while 26 added to existing stakes and 16 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $3.34M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $626K sold.

  • 65 institutional investors held BNY Mellon Municipal Bond Infrastructure Fund (DMB) as of Q4 2024, up from 59 in Q3 2024.
  • Funds reported $75.8M of BNY Mellon Municipal Bond Infrastructure Fund stock for Q4 2024, up 3.4% quarter-over-quarter.
  • 11 funds opened new BNY Mellon Municipal Bond Infrastructure Fund positions in Q4 2024 and 4 closed out, a net change of +7 holders.
  • The largest BNY Mellon Municipal Bond Infrastructure Fund buyer in Q4 2024 was Allspring Global Investments, an estimated $3.34M added.
  • The largest BNY Mellon Municipal Bond Infrastructure Fund seller in Q4 2024 was Kestra Advisory Services, an estimated $626K sold.

Based on aggregated 13F filings for Q4 2024.