DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

53 hedge funds and large institutions have $31.9M invested in BNY Mellon Strategic Municipal Bond Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$2.93M
2
AWA
2
Arete Wealth Advisors
Illinois
$2.49M
3
Ameriprise
3
Ameriprise
Minnesota
$1.65M
4
LCM
4
Laurion Capital Management
New York
$124K
5
Bank of America
5
Bank of America
North Carolina
$595K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$0
2
SIA
2
Sit Investment Associates
Minnesota
$2M
3
WAM
3
Wealthspire Advisors (Maryland)
Maryland
$517K
4
GC
4
Guggenheim Capital
Illinois
$6.22M
5
EFS
5
Essex Financial Services
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRIA
26
Edmonds Duncan Registered Investment Advisors
Kansas
$204K -$6.09K -725 -3%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$202K – – –
SMC
28
Smith, Moore & Co
Missouri
$188K – – –
MML Investors Services
29
MML Investors Services
Massachusetts
$178K +$19K +2,238 +12%
SWP
30
Stratos Wealth Partners
Ohio
$169K – – –
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$156K – – –
DA
32
Doliver Advisors
Texas
$143K -$120K -14,173 -46%
MHS
33
M Holdings Securities
Oregon
$133K +$1.14K +135 +0.9%
Creative Planning
34
Creative Planning
Kansas
$132K – – –
SSB
35
Sandy Spring Bank
Maryland
$128K – – –
PAM
36
Private Asset Management
California
$128K +$17K +2,000 +15%
LCM
37
Laurion Capital Management
New York
$124K +$124K +14,587 New
NSIM
38
North Star Investment Management
Illinois
$111K – – –
BFEC
39
Benjamin F. Edwards & Company
Missouri
$102K – – –
RJT
40
Raymond James Trust
Florida
$93K – – –
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$92K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$65K -$20K -2,353 -24%
AIP
43
Ameritas Investment Partners
Nebraska
$62K – – –
Bessemer Group
44
Bessemer Group
New Jersey
$61K +$61K +7,189 New
DPA
45
Delphi Private Advisors
California
$50K -$50K – –
ASN
46
Advisory Services Network
Georgia
$47K – – –
AOWM
47
Alpha Omega Wealth Management
Virginia
$17K +$17K +2,025 New
IA
48
IFP Advisors
Florida
$13K – – –
PSC
49
Prentiss Smith & Co
Vermont
$13K +$13K +1,574 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$12K – – –
1
2
3