We are live on ! Find out more
DMB

BNY Mellon Municipal Bond Infrastructure Fund

27 hedge funds and large institutions have $35.7M invested in BNY Mellon Municipal Bond Infrastructure Fund in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

0.96% less ownership

Funds ownership: 15.78%14.82% (-0.96%)

3% less capital invested

Capital invested by funds: $36.7M → $35.7M (-$985K)

13% less funds holding

Funds holding: 3127 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
27
Holders Change
-4
Holders Change %
-12.9%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$5.58M -$23.4K -1,789 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$5.28M +$98.8K +7,552 +2%
RJA
3
Raymond James & Associates
Florida
$5.1M -$1.36M -104,296 -21%
RCM
4
Robinson Capital Management
Michigan
$3.76M -$1.95M -149,279 -34%
JWA
5
JFS Wealth Advisors
Pennsylvania
$2.49M +$22.2K +1,696 +0.9%
Bank of America
6
Bank of America
North Carolina
$2.04M -$25.7K -1,962 -1%
Invesco
7
Invesco
Georgia
$1.89M +$921K +70,356 +95%
Wells Fargo
8
Wells Fargo
California
$1.58M +$308K +23,528 +24%
PPA
9
Parametric Portfolio Associates
Washington
$1.24M +$1.23M +94,346 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.23M -$16K -1,220 -1%
TCM
11
Tradewinds Capital Management
Washington
$1.08M -$11.1K -850 -1%
Ameriprise
12
Ameriprise
Minnesota
$829K +$164K +12,558 +24%
UBS Group
13
UBS Group
Switzerland
$750K -$56.1K -4,288 -7%
VanEck Associates
14
VanEck Associates
New York
$658K +$83.9K +6,412 +15%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$399K -$51.7K -3,954 -11%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$315K
Stifel Financial
17
Stifel Financial
Missouri
$230K
PMG
18
ProVise Management Group
Florida
$225K +$224K +17,140 New
WS
19
Wedbush Securities
California
$154K +$20.6K +1,575 +15%
WI
20
Wintrust Investments
Illinois
$149K +$105 +8 +0.1%
MF
21
Magnetar Financial
Illinois
$145K +$143K +10,899 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$137K -$122K -9,357 -47%
SWP
23
Stratos Wealth Partners
Ohio
$131K -$968 -74 -0.7%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$122K +$6.61K +505 +6%
Citigroup
25
Citigroup
New York
$108K

DMB Hedge Fund Activity: Q2 2017 in Review

27 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Municipal Bond Infrastructure Fund (DMB) for Q2 2017, worth a combined $35.7M — down 2.7% from $36.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DMB and 3 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 10 added.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $1.23M. The largest seller was Robinson Capital Management, cutting an estimated $1.95M.

  • 27 institutional investors held BNY Mellon Municipal Bond Infrastructure Fund (DMB) as of Q2 2017, down from 31 in Q1 2017.
  • Funds reported $35.7M of BNY Mellon Municipal Bond Infrastructure Fund stock for Q2 2017, down 2.7% quarter-over-quarter.
  • 3 funds opened new BNY Mellon Municipal Bond Infrastructure Fund positions in Q2 2017 and 7 closed out, a net change of -4 holders.
  • The largest BNY Mellon Municipal Bond Infrastructure Fund buyer in Q2 2017 was Parametric Portfolio Associates, an estimated $1.23M added.
  • The largest BNY Mellon Municipal Bond Infrastructure Fund seller in Q2 2017 was Robinson Capital Management, an estimated $1.95M sold.

Based on aggregated 13F filings for Q2 2017.