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DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

72 hedge funds and large institutions have $38.8M 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, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

13% more capital invested

Capital invested by funds: $34.4M → $38.8M (+$4.45M)

11% more funds holding

Funds holding: 65 → 72 (+7)

1.88% more ownership

Funds ownership: 6.83% → 8.71% (+1.9%)

Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
1.59%
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
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
+$4.93M
2
MIG
Mariner Investment Group
New York
+$1.15M
3
WAM
Wolverine Asset Management
Illinois
+$1.04M
4
Ameriprise
Ameriprise
Minnesota
+$589K
5
AA
AQR Arbitrage
Connecticut
+$585K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$473K
2
Bank of America
Bank of America
North Carolina
-$399K
3
Millennium Management
Millennium Management
New York
-$393K
4
GC
Guggenheim Capital
Illinois
-$377K
5
BSW
Buckingham Strategic Wealth
Missouri
-$363K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
26
Ackerman Capital Advisors
Texas
$359K +$390K +50,097 New
RCA
27
Ranch Capital Advisors
Florida
$338K – – –
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$333K +$126K +16,249 +54%
PPA
29
Parametric Portfolio Associates
Washington
$299K +$324K +41,661 New
DAS
30
Dynamic Advisor Solutions
Arizona
$298K – – –
MML Investors Services
31
MML Investors Services
Massachusetts
$282K +$47K +6,046 +18%
PAM
32
Private Asset Management
California
$265K – – –
RJFSA
33
Raymond James Financial Services Advisors
Florida
$220K -$7.75K -996 -3%
HCM
34
Hollencrest Capital Management
California
$217K – – –
MAFM
35
Mid Atlantic Financial Management
Pennsylvania
$189K +$12.4K +1,600 +6%
SMC
36
Smith, Moore & Co
Missouri
$179K – – –
RIG
37
Ramiah Investment Group
Wisconsin
$171K -$51.4K -6,603 -22%
SWM
38
SeaCrest Wealth Management
New York
$170K – – –
DADC
39
D.A. Davidson & Co
Montana
$162K – – –
DDPIC
40
Deroy & Devereaux Private Investment Counsel
Michigan
$162K – – –
Goldman Sachs
41
Goldman Sachs
New York
$160K +$173K +22,300 New
GWM
42
Geneos Wealth Management
Colorado
$158K +$7.39K +950 +4%
SWP
43
Stratos Wealth Partners
Ohio
$143K – – –
Creative Planning
44
Creative Planning
Kansas
$138K +$19.6K +2,522 +15%
RFC
45
Regions Financial Corp
Alabama
$128K +$139K +17,874 New
FWM
46
Fairhaven Wealth Management
Illinois
$106K – – –
EFS
47
Essex Financial Services
Connecticut
$103K – – –
CRC
48
Curi RMB Capital
Illinois
$101K +$110K +14,100 New
IAMOG
49
Investors Asset Management of Georgia
Georgia
$100K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$99K +$210 +27 +0.2%
1
2
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DSM Hedge Fund Activity: Q1 2020 in Review

72 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q1 2020, worth a combined $38.8M — up 13% from $34.4M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DSM positions and 7 closed out — a net gain of 9 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was Robinson Capital Management, adding an estimated $4.93M. The largest seller was Invesco, exiting entirely with an estimated $473K sold.

  • 72 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q1 2020, up from 65 in Q4 2019.
  • Funds reported $38.8M of BNY Mellon Strategic Municipal Bond Fund stock for Q1 2020, up 13% quarter-over-quarter.
  • 16 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q1 2020 and 7 closed out, a net change of +9 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q1 2020 was Robinson Capital Management, an estimated $4.93M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q1 2020 was Invesco, an estimated $473K sold.

Based on aggregated 13F filings for Q1 2020.