DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

58 hedge funds and large institutions have $34.2M invested in BNY Mellon Strategic Municipal Bond Fund in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 14 closing their positions.

Holders
58
Holders Change
-6
Holders Change %
-9.38%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
14
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.75M
2
UBS Group
2
UBS Group
Switzerland
$3.26M
3
LWAC
3
Laurel Wealth Advisors (California)
California
$941K
4
BSW
4
Buckingham Strategic Wealth
Missouri
$382K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$1.52M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$509K
2
RCM
2
Robinson Capital Management
Michigan
$0
3
DFG
3
Delphi Financial Group
Delaware
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$211K
5
VanEck Associates
5
VanEck Associates
New York
$1.25M
Name Market Value Shares Shares
Change 		Shares
Change %
PAM
26
Private Asset Management
California
$311K 37,000 – –
RCA
27
Ranch Capital Advisors
Florida
$305K 36,316 +36,316 New
MML Investors Services
28
MML Investors Services
Massachusetts
$280K 33,265 +84 +0.3%
HCM
29
Hollencrest Capital Management
California
$254K 30,210 – –
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$250K 29,751 +29,751 New
MAFM
31
Mid Atlantic Financial Management
Pennsylvania
$241K 28,700 -7,500 -21%
M&T Bank
32
M&T Bank
New York
$241K 28,600 – –
DDPIC
33
Deroy & Devereaux Private Investment Counsel
Michigan
$240K 28,525 – –
MHS
34
M Holdings Securities
Oregon
$233K 27,670 – –
RJFSA
35
Raymond James Financial Services Advisors
Florida
$211K 25,146 -17,666 -41%
SMC
36
Smith, Moore & Co
Missouri
$210K 25,000 – –
SWM
37
SeaCrest Wealth Management
New York
$200K 23,762 -1,477 -6%
DADC
38
D.A. Davidson & Co
Montana
$190K 22,620 +22,620 New
GWM
39
Geneos Wealth Management
Colorado
$183K 21,760 – –
SWP
40
Stratos Wealth Partners
Ohio
$168K 20,000 – –
SS
41
Sunbelt Securities
Texas
$161K 19,172 +19,172 New
IAMOG
42
Investors Asset Management of Georgia
Georgia
$139K 16,500 -1,000 -6%
FWM
43
Fairhaven Wealth Management
Illinois
$124K 14,777 – –
EFS
44
Essex Financial Services
Connecticut
$120K 14,300 – –
VCM
45
Virtue Capital Management
Tennessee
$117K 13,857 +13,857 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$116K 13,738 +29 +0.2%
Creative Planning
47
Creative Planning
Kansas
$114K 13,560 -4 -0%
NSIM
48
North Star Investment Management
Illinois
$110K 13,124 – –
AAS
49
Avantax Advisory Services
Texas
$89K 10,553 +10,553 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$68K 8,047 +4,087 +103%
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