DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

67 hedge funds and large institutions have $40.7M invested in BNY Mellon Strategic Municipal Bond Fund in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-9
Holders Change %
-11.84%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
12
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VF
1
Virtu Financial
New York
$2.26M
2
UBS Group
2
UBS Group
Switzerland
$2.44M
3
RCM
3
Robinson Capital Management
Michigan
$6.52M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$954K
5
CIA
5
Capital Investment Advisors
Georgia
$1.38M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.1M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
AA
5
AQR Arbitrage
Connecticut
$105K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
26
Private Asset Management
California
$286K – – –
MAFM
27
Mid Atlantic Financial Management
Pennsylvania
$276K -$170K -22,000 -38%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$276K +$276K +35,755 New
DDPIC
29
Deroy & Devereaux Private Investment Counsel
Michigan
$270K – – –
DAS
30
Dynamic Advisor Solutions
Arizona
$265K – – –
MML Investors Services
31
MML Investors Services
Massachusetts
$252K +$24.7K +3,198 +11%
HCM
32
Hollencrest Capital Management
California
$234K – – –
AG
33
Advisor Group
Arizona
$229K +$67K +8,685 +41%
M&T Bank
34
M&T Bank
New York
$221K – – –
MHS
35
M Holdings Securities
Oregon
$209K +$53K +6,859 +34%
SWM
36
SeaCrest Wealth Management
New York
$195K -$3.86K -499 -2%
SMC
37
Smith, Moore & Co
Missouri
$193K – – –
SWP
38
Stratos Wealth Partners
Ohio
$155K – – –
IAMOG
39
Investors Asset Management of Georgia
Georgia
$135K – – –
EFS
40
Essex Financial Services
Connecticut
$130K – – –
SDAM
41
Shulman DeMeo Asset Management
New York
$125K -$5.85K -756 -4%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$119K +$364 +47 +0.3%
FWM
43
Fairhaven Wealth Management
Illinois
$114K – – –
PAS
44
Partnervest Advisory Services
California
$112K +$112K +14,518 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$106K -$9.49K -1,225 -8%
AA
46
AQR Arbitrage
Connecticut
$105K -$622K -80,575 -86%
Creative Planning
47
Creative Planning
Kansas
$105K -$15.9K -2,050 -13%
NSIM
48
North Star Investment Management
Illinois
$101K – – –
Stifel Financial
49
Stifel Financial
Missouri
$90K +$1.39K +179 +2%
OC
50
Oppenheimer & Co
New York
$85K – – –
1
2
3 4