DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

76 hedge funds and large institutions have $41.3M invested in BNY Mellon Strategic Municipal Bond Fund in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+6
Holders Change %
+8.57%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
23
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$2.06M
2
RCM
2
Rivernorth Capital Management
Florida
$1.55M
3
DFG
3
Delphi Financial Group
Delaware
$1.15M
4
WAM
4
Wolverine Asset Management
Illinois
$1.91M
5
WAM
5
Wakefield Asset Management
Colorado
$1.42M

Top Sellers

1
LCM
1
Laurion Capital Management
New York
$0
2
GC
2
Guggenheim Capital
Illinois
$2.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.51M
4
RCM
4
Robinson Capital Management
Michigan
$5.52M
5
Ameriprise
5
Ameriprise
Minnesota
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAFM
26
Mid Atlantic Financial Management
Pennsylvania
$403K +$403K +57,700 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$385K +$90.5K +12,978 +31%
LWAC
28
Laurel Wealth Advisors (California)
California
$375K -$385K -55,141 -51%
WAM
29
Weiss Asset Management
Massachusetts
$368K +$368K +52,745 New
Millennium Management
30
Millennium Management
New York
$283K +$283K +40,520 New
PAM
31
Private Asset Management
California
$258K – – –
DAS
32
Dynamic Advisor Solutions
Arizona
$252K -$22.8K -3,100 -8%
PAS
33
Park Avenue Securities
New York
$246K +$246K +33,582 New
DDPIC
34
Deroy & Devereaux Private Investment Counsel
Michigan
$244K -$48.9K -7,000 -17%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$238K +$238K +34,127 New
HCM
36
Hollencrest Capital Management
California
$211K – – –
RJFSA
37
Raymond James Financial Services Advisors
Florida
$211K +$48.9K +7,008 +30%
MML Investors Services
38
MML Investors Services
Massachusetts
$206K +$2.96K +423 +1%
M&T Bank
39
M&T Bank
New York
$200K -$42K -6,002 -17%
SWM
40
SeaCrest Wealth Management
New York
$180K +$629 +90 +0.4%
SMC
41
Smith, Moore & Co
Missouri
$175K +$87.5K +12,500 +100%
AG
42
Advisor Group
Arizona
$146K +$75.8K +10,895 +108%
MHS
43
M Holdings Securities
Oregon
$141K +$6.82K +978 +5%
SWP
44
Stratos Wealth Partners
Ohio
$140K – – –
IAMOG
45
Investors Asset Management of Georgia
Georgia
$122K -$90.6K -13,000 -43%
SDAM
46
Shulman DeMeo Asset Management
New York
$118K +$118K +16,917 New
EFS
47
Essex Financial Services
Connecticut
$117K -$83.6K -12,000 -42%
CRC
48
Curi RMB Capital
Illinois
$113K -$194K -27,639 -63%
Creative Planning
49
Creative Planning
Kansas
$109K +$14.4K +2,060 +15%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$107K +$342 +49 +0.3%
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