BNY Mellon Municipal Bond Infrastructure Fund
DMB
13 hedge funds and large institutions have $5.34M invested in BNY Mellon Municipal Bond Infrastructure Fund in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
92% more capital invested
Capital invested by funds: $2.78M → $5.34M (+$2.57M)
44% more funds holding
Funds holding: 9 → 13 (+4)
1.73% more ownership
Funds ownership: 1.29% → 3.02% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.35M |
| 2 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$366K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$146K |
| 4 |
VanEck Associates
New York
|
+$137K |
| 5 |
Citigroup
New York
|
+$131K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICAS
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
-$130K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $2.99M | +$2.35M | +214,942 | +300% |
|
|
FAAS
2
First Allied Advisory Services
San Diego,
California
| $952K | +$366K | +33,500 | +58% |
|
|
ICAS
3
Investors Capital Advisory Services
Lynnfield,
Massachusetts
| $423K | -$130K | -11,935 | -23% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $211K | +$27.3K | +2,500 | +14% |
|
|
5
Citigroup
New York
| $203K | +$131K | +12,011 | +160% |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $139K | +$146K | +13,334 | New |
|
|
7
VanEck Associates
New York
| $131K | +$137K | +12,531 | New |
|
|
U
8
UBS
Zurich,
Switzerland
| $119K | +$120K | +10,986 | +2,337% |
|
9
Bank of America
Charlotte,
North Carolina
| $108K | +$33K | +3,024 | +41% |
|
|
TJHA
10
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $40K | – | – | – |
|
|
PFO
11
Pathstone Family Office
Englewood,
New Jersey
| $21K | +$21.8K | +2,000 | New |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| $4K | +$3.28K | +300 | +300% |
|
13
Nomura Holdings
Tokyo,
Japan
| $4K | +$4.37K | +400 | New |
|
DMB Hedge Fund Activity: Q3 2013 in Review
13 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Municipal Bond Infrastructure Fund (DMB) for Q3 2013, worth a combined $5.34M — up 92% from $2.78M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DMB positions and 0 closed out — a net gain of 4 holders — while 7 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.35M. The largest seller was Investors Capital Advisory Services, cutting an estimated $130K.
- 13 institutional investors held BNY Mellon Municipal Bond Infrastructure Fund (DMB) as of Q3 2013, up from 9 in Q2 2013.
- Funds reported $5.34M of BNY Mellon Municipal Bond Infrastructure Fund stock for Q3 2013, up 92% quarter-over-quarter.
- 4 funds opened new BNY Mellon Municipal Bond Infrastructure Fund positions in Q3 2013 and 0 closed out, a net change of +4 holders.
- The largest BNY Mellon Municipal Bond Infrastructure Fund buyer in Q3 2013 was Morgan Stanley, an estimated $2.35M added.
- The largest BNY Mellon Municipal Bond Infrastructure Fund seller in Q3 2013 was Investors Capital Advisory Services, an estimated $130K sold.
Based on aggregated 13F filings for Q3 2013.