DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

51 hedge funds and large institutions have $31.1M invested in BNY Mellon Strategic Municipal Bond Fund in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$879K
2
Ameriprise
Ameriprise
Minnesota
$798K
3
UBS Group
UBS Group
Switzerland
$2.23M
4
GC
Guggenheim Capital
Illinois
$6.36M
5
RJA
Raymond James & Associates
Florida
$1.14M

Top Sellers

1
LCM
Laurion Capital Management
New York
$0
2
SIA
Sit Investment Associates
Minnesota
$3.54M
3
DA
Doliver Advisors
Texas
$238K
4
MIAN
Mariner Independent Advisor Network
Kansas
$0
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$197K -$50.8K -6,150 -21%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$196K +$256 +31 +0.1%
SMC
28
Smith, Moore & Co
Missouri
$184K -$80.3K -9,684 -30%
MHS
29
M Holdings Securities
Oregon
$172K +$1.12K +135 +0.7%
SWP
30
Stratos Wealth Partners
Ohio
$166K +$166K +20,000 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$154K +$83.1K +10,000 +117%
MML Investors Services
32
MML Investors Services
Massachusetts
$145K +$145K +17,508 New
Creative Planning
33
Creative Planning
Kansas
$129K -$59.2K -7,151 -31%
SSB
34
Sandy Spring Bank
Maryland
$125K – – –
NSIM
35
North Star Investment Management
Illinois
$109K – – –
FAAS
36
First Allied Advisory Services
California
$108K – – –
PAM
37
Private Asset Management
California
$100K – – –
RJT
38
Raymond James Trust
Florida
$91K – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$83K +$2.94K +353 +4%
AIP
40
Ameritas Investment Partners
Nebraska
$61K – – –
DPA
41
Delphi Private Advisors
California
$49K -$47K – –
HCA
42
Harbour Capital Advisors
Virginia
$33.1K +$33.1K +4,000 New
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$19K -$3.85K -451 -17%
IA
44
IFP Advisors
Florida
$12K – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$12K – – –
ASN
46
Advisory Services Network
Georgia
$7K +$7K +800 New
WAM
47
Watermark Asset Management
California
$6K +$6K +669 New
SWA
48
Sutton Wealth Advisors
Florida
$2.24K – – –
AAP
49
Arax Advisory Partners
Colorado
$2K +$17 +3 +0.8%
CFD
50
Creative Financial Designs
Indiana
$1K – – –
1
2
3