DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

52 hedge funds and large institutions have $32M invested in BNY Mellon Strategic Municipal Bond Fund in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$2.54M
2
GC
2
Guggenheim Capital
Illinois
$5.82M
3
DA
3
Doliver Advisors
Texas
$749K
4
RJA
4
Raymond James & Associates
Florida
$943K
5
UBS Group
5
UBS Group
Switzerland
$1.55M

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$0
2
VanEck Associates
2
VanEck Associates
New York
$624K
3
AAM
3
Advisors Asset Management
Colorado
$1.4M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
LNWWM
5
Laird Norton Wetherby Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
26
Hollencrest Capital Management
California
$223K 27,740 – –
Millennium Management
27
Millennium Management
New York
$202K 25,135 +25,135 New
EDRIA
28
Edmonds Duncan Registered Investment Advisors
Kansas
$201K 25,025 -11,773 -32%
VKH
29
Virtu KCG Holdings
New York
$193K 24,009 +10,357 +76%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$190K 23,680 -1,968 -8%
Creative Planning
31
Creative Planning
Kansas
$183K 22,722 – –
MHS
32
M Holdings Securities
Oregon
$166K 20,642 +135 +0.7%
MFS
33
MSI Financial Services
Massachusetts
$140K 17,398 +6,419 +58%
Ameriprise
34
Ameriprise
Minnesota
$137K 17,093 +5,181 +43%
SSB
35
Sandy Spring Bank
Maryland
$121K 15,091 – –
NSIM
36
North Star Investment Management
Illinois
$106K 13,124 +13,124 New
FAAS
37
First Allied Advisory Services
California
$105K 13,000 – –
PAM
38
Private Asset Management
California
$97K 12,100 +12,100 New
RJT
39
Raymond James Trust
Florida
$88K 11,000 – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$77K 9,631 – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$69K 8,543 – –
KT
42
Kanaly Trust
Texas
$61K 7,587 – –
AIP
43
Ameritas Investment Partners
Nebraska
$59K 7,426 – –
DPA
44
Delphi Private Advisors
California
– – – –
DADC
45
D.A. Davidson & Co
Montana
$32K 4,058 -1,110 -21%
FNBT
46
FineMark National Bank & Trust
Florida
$28K 3,496 +3,496 New
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$22K 2,679 +200 +8%
IA
48
IFP Advisors
Florida
$12K 1,500 -925 -38%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$12K 1,450 +1,450 New
AAP
50
Arax Advisory Partners
Colorado
$3K 353 +353 New
1
2
3