DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

53 hedge funds and large institutions have $33.2M invested in BNY Mellon Strategic Municipal Bond Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$1.88M
2
Ameriprise
2
Ameriprise
Minnesota
$1.4M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$422K
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$377K
5
NPC
5
National Planning Corporation
California
$215K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$2.87M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$0
3
LPL Financial
3
LPL Financial
California
$0
4
Bank of America
4
Bank of America
North Carolina
$482K
5
AAM
5
Advisors Asset Management
Colorado
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPC
26
National Planning Corporation
California
$215K +$215K +25,160 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$214K +$12.5K +1,473 +6%
EDRIA
28
Edmonds Duncan Registered Investment Advisors
Kansas
$213K – – –
SG Americas Securities
29
SG Americas Securities
New York
$212K +$212K +24,893 New
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$203K – – –
CRC
31
Curi RMB Capital
Illinois
$199K +$199K +23,369 New
SMC
32
Smith, Moore & Co
Missouri
$189K – – –
SWP
33
Stratos Wealth Partners
Ohio
$170K – – –
MML Investors Services
34
MML Investors Services
Massachusetts
$159K +$10.4K +1,221 +7%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$158K – – –
MHS
36
M Holdings Securities
Oregon
$133K -$44K -5,164 -25%
Creative Planning
37
Creative Planning
Kansas
$132K -$59 -7 -0%
SSB
38
Sandy Spring Bank
Maryland
$128K – – –
NSIM
39
North Star Investment Management
Illinois
$112K – – –
PAM
40
Private Asset Management
California
$111K +$8.47K +1,000 +8%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$102K +$102K +12,000 New
RJT
42
Raymond James Trust
Florida
$94K – – –
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$93K +$93K +10,877 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$85K – – –
AIP
45
Ameritas Investment Partners
Nebraska
$63K – – –
DPA
46
Delphi Private Advisors
California
$50K -$49K – –
ASN
47
Advisory Services Network
Georgia
$47K +$40.2K +4,755 +594%
IA
48
IFP Advisors
Florida
$13K – – –
VWA
49
V Wealth Advisors
Kansas
$13K +$13K +1,500 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$12K – – –
1
2
3