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DMB

BNY Mellon Municipal Bond Infrastructure Fund

24 hedge funds and large institutions have $28.2M invested in BNY Mellon Municipal Bond Infrastructure Fund in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 1 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 1

9% more capital invested

Capital invested by funds: $26M → $28.2M (+$2.21M)

1.1% more ownership

Funds ownership: 11.94%13.04% (+1.1%)

14% less funds holding

Funds holding: 2824 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
24
Holders Change
-4
Holders Change %
-14.29%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
1
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.5M +$463K +39,540 +5%
RJA
2
Raymond James & Associates
Florida
$4.41M +$1.6M +137,101 +58%
RCM
3
Rivernorth Capital Management
Florida
$3.37M +$973K +83,167 +41%
WAM
4
Wolverine Asset Management
Illinois
$1.53M +$149K +12,715 +11%
U
5
UBS
Switzerland
$1.38M +$246K +21,010 +22%
FIMG
6
Financial & Investment Management Group
Michigan
$1.04M +$377K +32,228 +58%
TCM
7
Tradewinds Capital Management
Washington
$902K +$105K +9,008 +13%
PPA
8
Parametric Portfolio Associates
Washington
$630K +$49.4K +4,220 +9%
Bank of America
9
Bank of America
North Carolina
$577K +$105K +8,937 +22%
LPL Financial
10
LPL Financial
California
$531K
ICAS
11
Investors Capital Advisory Services
Massachusetts
$472K +$140K +12,000 +43%
AAM
12
Advisors Asset Management
Colorado
$427K +$425K +36,292 New
TC
13
TFS Capital
Pennsylvania
$408K +$54.9K +4,696 +16%
Citigroup
14
Citigroup
New York
$293K
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$290K +$288K +24,598 New
KIM
16
Karpus Investment Management
New York
$286K
Deutsche Bank
17
Deutsche Bank
Germany
$277K -$40.8K -3,488 -13%
LCM
18
Landscape Capital Management
New Jersey
$238K +$106K +9,076 +81%
VanEck Associates
19
VanEck Associates
New York
$232K +$8.11K +693 +4%
Wells Fargo
20
Wells Fargo
California
$153K +$97.2K +8,308 +177%
TJHA
21
Thomas J. Herzfeld Advisors
Florida
$104K +$46.8K +4,000 +83%
Ameriprise
22
Ameriprise
Minnesota
$100K +$99K +8,460 New
DADC
23
D.A. Davidson & Co
Montana
$52K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$24K
FAAS
25
First Allied Advisory Services
California
-$1.26M -106,500 Closed

DMB Hedge Fund Activity: Q3 2014 in Review

24 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Municipal Bond Infrastructure Fund (DMB) for Q3 2014, worth a combined $28.2M — up 8.5% from $26M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DMB and 3 opened new positions — a net loss of 4 holders — while 1 trimmed existing stakes and 15 added.

The largest buyer was Raymond James & Associates, adding an estimated $1.6M. The largest seller was First Allied Advisory Services, exiting entirely with an estimated $1.26M sold.

  • 24 institutional investors held BNY Mellon Municipal Bond Infrastructure Fund (DMB) as of Q3 2014, down from 28 in Q2 2014.
  • Funds reported $28.2M of BNY Mellon Municipal Bond Infrastructure Fund stock for Q3 2014, up 8.5% quarter-over-quarter.
  • 3 funds opened new BNY Mellon Municipal Bond Infrastructure Fund positions in Q3 2014 and 7 closed out, a net change of -4 holders.
  • The largest BNY Mellon Municipal Bond Infrastructure Fund buyer in Q3 2014 was Raymond James & Associates, an estimated $1.6M added.
  • The largest BNY Mellon Municipal Bond Infrastructure Fund seller in Q3 2014 was First Allied Advisory Services, an estimated $1.26M sold.

Based on aggregated 13F filings for Q3 2014.