DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

71 hedge funds and large institutions have $38.6M invested in BNY Mellon Strategic Municipal Bond Fund in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
16
Increased
20
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$5.31M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.22M
3
MIG
3
Mariner Investment Group
New York
$1.06M
4
WAM
4
Wolverine Asset Management
Illinois
$1.64M
5
Ameriprise
5
Ameriprise
Minnesota
$2.42M

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$948K
4
BSW
4
Buckingham Strategic Wealth
Missouri
$0
5
GC
5
Guggenheim Capital
Illinois
$1.99M
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
26
Ackerman Capital Advisors
Texas
$359K 50,097 +50,097 New
RCA
27
Ranch Capital Advisors
Florida
$338K 47,216 – –
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$333K 46,376 +16,249 +54%
PPA
29
Parametric Portfolio Associates
Washington
$299K 41,661 +41,661 New
DAS
30
Dynamic Advisor Solutions
Arizona
$298K 41,518 – –
MML Investors Services
31
MML Investors Services
Massachusetts
$282K 39,361 +6,046 +18%
PAM
32
Private Asset Management
California
$265K 37,000 – –
RJFSA
33
Raymond James Financial Services Advisors
Florida
$220K 30,658 -996 -3%
HCM
34
Hollencrest Capital Management
California
$217K 30,210 – –
MAFM
35
Mid Atlantic Financial Management
Pennsylvania
$189K 26,300 +1,600 +6%
SMC
36
Smith, Moore & Co
Missouri
$179K 25,000 – –
SWM
37
SeaCrest Wealth Management
New York
$170K 23,762 – –
DADC
38
D.A. Davidson & Co
Montana
$162K 22,620 – –
DDPIC
39
Deroy & Devereaux Private Investment Counsel
Michigan
$162K 22,525 – –
Goldman Sachs
40
Goldman Sachs
New York
$160K 22,300 +22,300 New
GWM
41
Geneos Wealth Management
Colorado
$158K 22,710 +950 +4%
SWP
42
Stratos Wealth Partners
Ohio
$143K 20,000 – –
Creative Planning
43
Creative Planning
Kansas
$138K 19,252 +2,522 +15%
RFC
44
Regions Financial Corp
Alabama
$128K 17,874 +17,874 New
FWM
45
Fairhaven Wealth Management
Illinois
$106K 14,777 – –
EFS
46
Essex Financial Services
Connecticut
$103K 14,300 – –
CRC
47
Curi RMB Capital
Illinois
$101K 14,100 +14,100 New
IAMOG
48
Investors Asset Management of Georgia
Georgia
$100K 14,000 – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$99K 13,794 +27 +0.2%
NSIM
50
North Star Investment Management
Illinois
$94K 13,124 – –
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