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DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

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

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $31.1M → $33.2M (+$2.07M)

4% more funds holding

Funds holding: 51 → 53 (+2)

0.31% more ownership

Funds ownership: 7.69% → 7.99% (+0.31%)

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

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$966K
2
Ameriprise
Ameriprise
Minnesota
+$467K
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$399K
4
MIAN
Mariner Independent Advisor Network
Kansas
+$374K
5
NPC
National Planning Corporation
California
+$212K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$765K
2
HighTower Advisors
HighTower Advisors
Illinois
-$742K
3
LPL Financial
LPL Financial
California
-$632K
4
Bank of America
Bank of America
North Carolina
-$254K
5
AAM
Advisors Asset Management
Colorado
-$203K
Name Holding Trade Value Shares
Change 		Change in
Stake
NPC
26
National Planning Corporation
California
$215K +$212K +25,160 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$214K +$12.4K +1,473 +6%
EDRIA
28
Edmonds Duncan Registered Investment Advisors
Kansas
$213K – – –
SG Americas Securities
29
SG Americas Securities
New York
$212K +$210K +24,893 New
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$203K – – –
CRC
31
Curi RMB Capital
Illinois
$199K +$197K +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 +$10.3K +1,221 +7%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$158K – – –
MHS
36
M Holdings Securities
Oregon
$133K -$43.6K -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 +$8.44K +1,000 +8%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$102K +$101K +12,000 New
RJT
42
Raymond James Trust
Florida
$94K – – –
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$93K +$91.8K +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 – – –
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 +$12.7K +1,500 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$12K – – –
1
2
3

DSM Hedge Fund Activity: Q2 2017 in Review

53 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q2 2017, worth a combined $33.2M — up 6.7% from $31.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DSM positions and 6 closed out — a net gain of 2 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Invesco, adding an estimated $966K. The largest seller was Sit Investment Associates, cutting an estimated $765K.

  • 53 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q2 2017, up from 51 in Q1 2017.
  • Funds reported $33.2M of BNY Mellon Strategic Municipal Bond Fund stock for Q2 2017, up 6.7% quarter-over-quarter.
  • 8 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q2 2017 and 6 closed out, a net change of +2 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q2 2017 was Invesco, an estimated $966K added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q2 2017 was Sit Investment Associates, an estimated $765K sold.

Based on aggregated 13F filings for Q2 2017.