We are live on ! Find out more
DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

71 hedge funds and large institutions have $43.3M invested in BNY Mellon Strategic Municipal Bond Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

9% more funds holding

Funds holding: 65 → 71 (+6)

1% more capital invested

Capital invested by funds: $42.9M → $43.3M (+$445K)

0.04% more ownership

Funds ownership: 9.51% → 9.55% (+0.04%)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
13
Increased
15
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CFB
Cullen/Frost Bankers
Texas
+$749K
2
MIG
Mariner Investment Group
New York
+$637K
3
LPL Financial
LPL Financial
California
+$605K
4
6M
6 Meridian
Kansas
+$380K
5
RCM
Robinson Capital Management
Michigan
+$363K

Top Sellers

Rank Fund Capital Flow
1
AWA
Arete Wealth Advisors
Illinois
-$991K
2
SIA
Sit Investment Associates
Minnesota
-$695K
3
GC
Guggenheim Capital
Illinois
-$529K
4
AA
AQR Arbitrage
Connecticut
-$309K
5
1WA
180 Wealth Advisors
Washington
-$164K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$382K +$21.8K +2,912 +6%
6M
27
6 Meridian
Kansas
$370K +$380K +50,711 New
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$348K +$3.59K +479 +1%
RCA
29
Ranch Capital Advisors
Florida
$344K – – –
DAS
30
Dynamic Advisor Solutions
Arizona
$303K – – –
AA
31
AQR Arbitrage
Connecticut
$278K -$309K -41,267 -52%
PAM
32
Private Asset Management
California
$270K – – –
HCM
33
Hollencrest Capital Management
California
$220K – – –
RJFSA
34
Raymond James Financial Services Advisors
Florida
$219K -$3.74K -499 -2%
RIG
35
Ramiah Investment Group
Wisconsin
$209K -$17.1K -2,279 -7%
M&T Bank
36
M&T Bank
New York
$208K – – –
CRC
37
Curi RMB Capital
Illinois
$202K +$208K +27,775 New
SMC
38
Smith, Moore & Co
Missouri
$182K – – –
SWM
39
SeaCrest Wealth Management
New York
$169K -$4.23K -565 -2%
GWM
40
Geneos Wealth Management
Colorado
$165K – – –
MAFM
41
Mid Atlantic Financial Management
Pennsylvania
$146K -$8.24K -1,100 -5%
SWP
42
Stratos Wealth Partners
Ohio
$146K – – –
LCM
43
Landscape Capital Management
New Jersey
$141K -$150K -20,017 -51%
FWM
44
Fairhaven Wealth Management
Illinois
$139K – – –
AAS
45
Avantax Advisory Services
Texas
$132K +$136K +18,103 New
RFC
46
Regions Financial Corp
Alabama
$130K – – –
ACA
47
Ackerman Capital Advisors
Texas
$126K -$31.3K -4,179 -19%
Creative Planning
48
Creative Planning
Kansas
$104K -$37.5K -5,000 -26%
EFS
49
Essex Financial Services
Connecticut
$104K +$107K +14,300 New
IAMOG
50
Investors Asset Management of Georgia
Georgia
$102K – – –
1
2
3 4

DSM Hedge Fund Activity: Q3 2020 in Review

71 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q3 2020, worth a combined $43.3M — up 1% from $42.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DSM positions and 7 closed out — a net gain of 6 holders — while 15 added to existing stakes and 22 trimmed.

The largest buyer was Cullen/Frost Bankers, opening a new position worth an estimated $749K. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $991K sold.

  • 71 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q3 2020, up from 65 in Q2 2020.
  • Funds reported $43.3M of BNY Mellon Strategic Municipal Bond Fund stock for Q3 2020, up 1% quarter-over-quarter.
  • 13 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q3 2020 and 7 closed out, a net change of +6 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q3 2020 was Cullen/Frost Bankers, an estimated $749K added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q3 2020 was Arete Wealth Advisors, an estimated $991K sold.

Based on aggregated 13F filings for Q3 2020.