DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

53 hedge funds and large institutions have $37.4M invested in BNY Mellon Strategic Municipal Bond Fund in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AG
1
Advisor Group
Arizona
$1.38M
2
GC
2
Guggenheim Capital
Illinois
$3.61M
3
UBS Group
3
UBS Group
Switzerland
$1.28M
4
SMC
4
Smith, Moore & Co
Missouri
$494K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$1.29M

Top Sellers

1
AIG
1
American International Group
New York
$0
2
LPL Financial
2
LPL Financial
California
$613K
3
RCM
3
Robinson Capital Management
Michigan
$0
4
Bank of America
4
Bank of America
North Carolina
$482K
5
AAM
5
Advisors Asset Management
Colorado
$1.81M
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$272K 30,000 – –
HCM
27
Hollencrest Capital Management
California
$252K 27,740 – –
YP
28
Yellowstone Partners
Idaho
$251K 27,636 – –
MHS
29
M Holdings Securities
Oregon
$213K 23,528 +123 +0.5%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$212K 23,380 +53 +0.2%
Creative Planning
31
Creative Planning
Kansas
$188K 20,722 -1,464 -7%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$175K 19,241 +6,718 +54%
SSB
33
Sandy Spring Bank
Maryland
$166K 18,341 – –
LNWWM
34
Laird Norton Wetherby Wealth Management
California
$166K 18,316 +18,316 New
ICAS
35
Investors Capital Advisory Services
Massachusetts
$126K 14,000 +14,000 New
MFS
36
MSI Financial Services
Massachusetts
$119K 13,114 +4,316 +49%
FAAS
37
First Allied Advisory Services
California
$118K 13,000 – –
Citadel Advisors
38
Citadel Advisors
Florida
$106K 11,733 +11,733 New
Ameriprise
39
Ameriprise
Minnesota
$102K 11,220 +11,220 New
NFG
40
Next Financial Group
Texas
$100K 11,111 +2,173 +24%
RJT
41
Raymond James Trust
Florida
$100K 11,000 +11,000 New
MF
42
Magnetar Financial
Illinois
$94K 10,375 +10,375 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$87K 9,631 -761 -7%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$77K 8,543 -2,000 -19%
KT
45
Kanaly Trust
Texas
$69K 7,587 – –
AIP
46
Ameritas Investment Partners
Nebraska
$67K 7,426 +7,426 New
DPA
47
Delphi Private Advisors
California
– – – –
IA
48
IFP Advisors
Florida
$22K 2,425 +2,425 New
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$18K 1,979 -1,000 -34%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$13K 1,450 – –
1
2
3