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DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

65 hedge funds and large institutions have $42.9M invested in BNY Mellon Strategic Municipal Bond Fund in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

10% more capital invested

Capital invested by funds: $38.8M → $42.9M (+$4.06M)

0.8% more ownership

Funds ownership: 8.71% → 9.51% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

10% less funds holding

Funds holding: 72 → 65 (-7)

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

Holders
65
Holders Change
-7
Holders Change %
-9.72%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
20
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.56M
2
RCM
Robinson Capital Management
Michigan
+$1.21M
3
PPA
Parametric Portfolio Associates
Washington
+$705K
4
PAS
Park Avenue Securities
New York
+$570K
5
UBS Group
UBS Group
Switzerland
+$468K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$768K
2
LCM
Landscape Capital Management
New Jersey
-$613K
3
Ameriprise
Ameriprise
Minnesota
-$445K
4
WAM
Wolverine Asset Management
Illinois
-$440K
5
Bank of America
Bank of America
North Carolina
-$290K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$462K +$26.2K +3,710 +6%
RCA
27
Ranch Capital Advisors
Florida
$366K – – –
MML Investors Services
28
MML Investors Services
Massachusetts
$358K +$71.4K +10,099 +26%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$342K +$6.13K +868 +2%
DAS
30
Dynamic Advisor Solutions
Arizona
$301K – – –
LCM
31
Landscape Capital Management
New Jersey
$285K -$613K -86,768 -69%
PAM
32
Private Asset Management
California
$268K – – –
RIG
33
Ramiah Investment Group
Wisconsin
$224K +$49.7K +7,039 +29%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$221K -$777 -110 -0.4%
HCM
35
Hollencrest Capital Management
California
$219K – – –
M&T Bank
36
M&T Bank
New York
$207K +$202K +28,600 New
SMC
37
Smith, Moore & Co
Missouri
$181K – – –
SWM
38
SeaCrest Wealth Management
New York
$172K – – –
DADC
39
D.A. Davidson & Co
Montana
$164K – – –
1WA
40
180 Wealth Advisors
Washington
$164K +$142K +20,129 New
DDPIC
41
Deroy & Devereaux Private Investment Counsel
Michigan
$163K – – –
GWM
42
Geneos Wealth Management
Colorado
$163K – – –
ACA
43
Ackerman Capital Advisors
Texas
$156K -$202K -28,597 -57%
MAFM
44
Mid Atlantic Financial Management
Pennsylvania
$148K -$41.7K -5,900 -22%
SWP
45
Stratos Wealth Partners
Ohio
$145K – – –
Creative Planning
46
Creative Planning
Kansas
$139K – – –
FWM
47
Fairhaven Wealth Management
Illinois
$138K +$30.4K +4,300 +29%
RFC
48
Regions Financial Corp
Alabama
$130K – – –
IAMOG
49
Investors Asset Management of Georgia
Georgia
$101K – – –
NSIM
50
North Star Investment Management
Illinois
$95K – – –
1
2
3

DSM Hedge Fund Activity: Q2 2020 in Review

65 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q2 2020, worth a combined $42.9M — up 10% from $38.8M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of DSM and 4 opened new positions — a net loss of 7 holders — while 13 trimmed existing stakes and 20 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.56M. The largest seller was Guggenheim Capital, cutting an estimated $768K.

  • 65 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q2 2020, down from 72 in Q1 2020.
  • Funds reported $42.9M of BNY Mellon Strategic Municipal Bond Fund stock for Q2 2020, up 10% quarter-over-quarter.
  • 4 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q2 2020 and 11 closed out, a net change of -7 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q2 2020 was Sit Investment Associates, an estimated $2.56M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q2 2020 was Guggenheim Capital, an estimated $768K sold.

Based on aggregated 13F filings for Q2 2020.