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DMB

BNY Mellon Municipal Bond Infrastructure Fund
DMB

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: 60 → 56 (-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
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$274K
2
RCM
Robinson Capital Management
Michigan
+$264K
3
VanEck Associates
VanEck Associates
New York
+$232K
4
Invesco
Invesco
Georgia
+$197K
5
XF
XML Financial
Maryland
+$126K

Top Sellers

Rank Fund Capital Flow
1
LSC
Logan Stone Capital
Illinois
-$1.01M
2
Morgan Stanley
Morgan Stanley
New York
-$463K
3
ACA
Ackerman Capital Advisors
Texas
-$385K
4
LCM
Landscape Capital Management
New Jersey
-$334K
5
Bank of America
Bank of America
North Carolina
-$306K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$9K +$88 +8 +1%
BAM
52
Byrne Asset Management
New Jersey
$6K – – –
BAM
53
Belpointe Asset Management
Nevada
$5K – – –
FIA
54
FNY Investment Advisers
New York
$4K – – –
MA
55
Montag & Associates
Georgia
$1.19K – – –
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$467 +$8.43K +764 +2%
ACA
57
Ackerman Capital Advisors
Texas
– -$385K -36,612 Closed
LCM
58
Landscape Capital Management
New Jersey
– -$334K -31,742 Closed
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
– -$240K -22,852 Closed
LNC
60
Lincoln National Corp
Pennsylvania
– -$234K -22,244 Closed
Jane Street
61
Jane Street
New York
– -$170K -16,221 Closed
VF
62
Virtu Financial
New York
– -$167K -15,885 Closed
STA
63
Summit Trail Advisors
New York
– -$161K -15,268 Closed
IA
64
IFP Advisors
Florida
– -$168K -12,448 Closed
AC
65
Aristides Capital
Kentucky
– -$126K -12,000 Closed
1 2
3

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.