DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

58 hedge funds and large institutions have $30.8M invested in BNY Mellon Strategic Municipal Bond Fund in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$557K
2
EFS
2
Essex Financial Services
Connecticut
$265K
3
AWA
3
Arete Wealth Advisors
Illinois
$2.76M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.48M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$161K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$3.94M
2
WAM
2
Wealthspire Advisors (Maryland)
Maryland
$0
3
NPC
3
National Planning Corporation
California
$0
4
DA
4
Doliver Advisors
Texas
$0
5
LCM
5
Laurion Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRIA
26
Edmonds Duncan Registered Investment Advisors
Kansas
$216K +$8.54K +1,000 +4%
SMC
27
Smith, Moore & Co
Missouri
$201K +$11.1K +1,300 +6%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$200K -$30K -3,515 -13%
SWP
29
Stratos Wealth Partners
Ohio
$171K – – –
MML Investors Services
30
MML Investors Services
Massachusetts
$170K -$9.12K -1,068 -5%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$163K -$40.7K -4,762 -20%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$161K +$161K +18,790 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$158K – – –
MHS
34
M Holdings Securities
Oregon
$136K +$1.2K +140 +0.9%
SPIA
35
Steward Partners Investment Advisory
New York
$131K +$130K +15,308 +12,446%
SSB
36
Sandy Spring Bank
Maryland
$129K – – –
PAM
37
Private Asset Management
California
$129K – – –
BFEC
38
Benjamin F. Edwards & Company
Missouri
$129K +$26.7K +3,134 +26%
Creative Planning
39
Creative Planning
Kansas
$123K -$10.3K -1,200 -8%
NSIM
40
North Star Investment Management
Illinois
$112K – – –
WS
41
Wedbush Securities
California
$103K +$103K +12,000 New
RJT
42
Raymond James Trust
Florida
$94K – – –
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$93K – – –
VCM
44
Virtue Capital Management
Tennessee
$81K +$81K +9,511 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$80K +$14.5K +1,684 +22%
CA
46
Calton & Associates
Florida
$63K +$63K +7,516 New
DPA
47
Delphi Private Advisors
California
$50K -$50K – –
AIP
48
Ameritas Investment Partners
Nebraska
$23K – – –
AOWM
49
Alpha Omega Wealth Management
Virginia
$17K – – –
RFC
50
Regions Financial Corp
Alabama
$11K +$11K +1,292 New
1
2
3