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DMF

BNY Mellon Municipal Income

Delisted

DMF was delisted on the 17th of June, 2025.

50 hedge funds and large institutions have $60.5M invested in BNY Mellon Municipal Income in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $44.9M → $60.5M (+$15.6M)

6.57% more ownership

Funds ownership: 38.21%44.78% (+6.6%)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

6% less funds holding

Funds holding: 5350 (-3)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
26
Fort Point Capital Partners
California
$210K -$53.6K -8,970 -22%
LPL Financial
27
LPL Financial
California
$187K -$56.3K -9,416 -25%
HNB
28
Huntington National Bank
Ohio
$154K
GCP
29
Gill Capital Partners
Colorado
$153K
PMG
30
ProVise Management Group
Florida
$149K -$21.7K -3,625 -14%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$145K -$20.8K -3,471 -13%
OPA
32
Old Port Advisors
Maine
$130K +$120K +20,052 New
PVM
33
Palogic Value Management
Texas
$130K
EDRIA
34
Edmonds Duncan Registered Investment Advisors
Kansas
$128K
HighTower Advisors
35
HighTower Advisors
Illinois
$124K -$3.57K -597 -3%
WAM
36
Wolverine Asset Management
Illinois
$118K +$90.5K +15,141 +503%
Osaic Holdings
37
Osaic Holdings
Arizona
$118K -$132K -22,088 -55%
MCM
38
MAI Capital Management
Ohio
$81.1K +$3.01K +503 +4%
FNT
39
First Nebraska Trust
Nebraska
$77.3K
EH
40
Equitable Holdings
New York
$74.2K +$682 +114 +1%
RJA
41
Raymond James & Associates
Florida
$73.9K -$17.7K -2,968 -21%
Wells Fargo
42
Wells Fargo
California
$67.4K -$46.5K -7,779 -43%
CWP
43
Concord Wealth Partners
Virginia
$54.6K
AWM
44
Avior Wealth Management
Nebraska
$42K +$293 +49 +0.8%
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$33.9K +$31.1K +5,210 New
BFEC
46
Benjamin F. Edwards & Company
Missouri
$22K
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$15.5K
PA
48
Parallel Advisors
California
$9.36K
TFGT
49
TS Financial Group (TSFG)
Illinois
$5K +$48 +8 +1%
Bessemer Group
50
Bessemer Group
New Jersey
$2K +$377 +63 +21%

DMF Hedge Fund Activity: Q4 2023 in Review

50 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Municipal Income (DMF) for Q4 2023, worth a combined $60.5M — up 35% from $44.9M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DMF and 9 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 15 added.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $3.84M. The largest seller was Morgan Stanley, cutting an estimated $2.18M.

  • 50 institutional investors held BNY Mellon Municipal Income (DMF) as of Q4 2023, down from 53 in Q3 2023.
  • Funds reported $60.5M of BNY Mellon Municipal Income stock for Q4 2023, up 35% quarter-over-quarter.
  • 9 funds opened new BNY Mellon Municipal Income positions in Q4 2023 and 10 closed out, a net change of -1 holder.
  • The largest BNY Mellon Municipal Income buyer in Q4 2023 was Sit Investment Associates, an estimated $3.84M added.
  • The largest BNY Mellon Municipal Income seller in Q4 2023 was Morgan Stanley, an estimated $2.18M sold.

Based on aggregated 13F filings for Q4 2023.