DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

51 hedge funds and large institutions have $33.8M invested in BNY Mellon Strategic Municipal Bond Fund in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$5.08M
2
AWA
2
Arete Wealth Advisors
Illinois
$2.36M
3
UBS Group
3
UBS Group
Switzerland
$1.46M
4
VKH
4
Virtu KCG Holdings
New York
$121K
5
Bank of America
5
Bank of America
North Carolina
$538K

Top Sellers

1
EDRIA
1
Edmonds Duncan Registered Investment Advisors
Kansas
$302K
2
AG
2
Advisor Group
Arizona
$5K
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$3.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.13M
5
SMC
5
Smith, Moore & Co
Missouri
$282K
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
26
Hollencrest Capital Management
California
$246K 27,740 – –
YP
27
Yellowstone Partners
Idaho
$245K 27,636 – –
RJFSA
28
Raymond James Financial Services Advisors
Florida
$227K 25,648 +2,268 +10%
Creative Planning
29
Creative Planning
Kansas
$201K 22,722 +2,000 +10%
MHS
30
M Holdings Securities
Oregon
$182K 20,507 -3,021 -13%
SSB
31
Sandy Spring Bank
Maryland
$134K 15,091 -3,250 -18%
VKH
32
Virtu KCG Holdings
New York
$121K 13,652 +13,652 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$117K 13,240 -6,001 -31%
FAAS
34
First Allied Advisory Services
California
$115K 13,000 – –
LNWWM
35
Laird Norton Wetherby Wealth Management
California
$112K 12,618 -5,698 -31%
Ameriprise
36
Ameriprise
Minnesota
$106K 11,912 +692 +6%
MFS
37
MSI Financial Services
Massachusetts
$97K 10,979 -2,135 -16%
RJT
38
Raymond James Trust
Florida
$97K 11,000 – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$85K 9,631 – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$75K 8,543 – –
KT
41
Kanaly Trust
Texas
$67K 7,587 – –
AIP
42
Ameritas Investment Partners
Nebraska
$65K 7,426 – –
DPA
43
Delphi Private Advisors
California
– – – –
DADC
44
D.A. Davidson & Co
Montana
$45K 5,168 +4,058 +366%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$23K 2,479 +500 +25%
IA
46
IFP Advisors
Florida
$21K 2,425 – –
S
47
SignatureFD
Georgia
$9K 973 – –
JFA
48
JNBA Financial Advisors
Minnesota
$9K 973 +973 New
ASN
49
Advisory Services Network
Georgia
$7K 800 – –
AG
50
Advisor Group
Arizona
$5K 548 -152,216 -100%
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