DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

70 hedge funds and large institutions have $43.1M 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, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.42%
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
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFB
Cullen/Frost Bankers
Texas
$729K
2
MIG
Mariner Investment Group
New York
$2.18M
3
LPL Financial
LPL Financial
California
$1.22M
4
6M
6 Meridian
Kansas
$370K
5
RCM
Robinson Capital Management
Michigan
$7.01M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$0
2
SIA
Sit Investment Associates
Minnesota
$2.41M
3
GC
Guggenheim Capital
Illinois
$715K
4
AA
AQR Arbitrage
Connecticut
$278K
5
1WA
180 Wealth Advisors
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$382K +$21.2K +2,912 +6%
6M
27
6 Meridian
Kansas
$370K +$370K +50,711 New
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$348K +$3.49K +479 +1%
RCA
29
Ranch Capital Advisors
Florida
$344K – – –
DAS
30
Dynamic Advisor Solutions
Arizona
$303K – – –
AA
31
AQR Arbitrage
Connecticut
$278K -$301K -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 -$3.64K -499 -2%
M&T Bank
35
M&T Bank
New York
$208K – – –
CRC
36
Curi RMB Capital
Illinois
$202K +$202K +27,775 New
SMC
37
Smith, Moore & Co
Missouri
$182K – – –
SWM
38
SeaCrest Wealth Management
New York
$169K -$4.12K -565 -2%
GWM
39
Geneos Wealth Management
Colorado
$165K – – –
MAFM
40
Mid Atlantic Financial Management
Pennsylvania
$146K -$8.32K -1,100 -5%
SWP
41
Stratos Wealth Partners
Ohio
$146K – – –
LCM
42
Landscape Capital Management
New Jersey
$141K -$146K -20,017 -51%
FWM
43
Fairhaven Wealth Management
Illinois
$139K – – –
AAS
44
Avantax Advisory Services
Texas
$132K +$132K +18,103 New
RFC
45
Regions Financial Corp
Alabama
$130K – – –
ACA
46
Ackerman Capital Advisors
Texas
$126K -$30.4K -4,179 -19%
Creative Planning
47
Creative Planning
Kansas
$104K -$36.5K -5,000 -26%
EFS
48
Essex Financial Services
Connecticut
$104K +$104K +14,300 New
IAMOG
49
Investors Asset Management of Georgia
Georgia
$102K – – –
ICMP
50
Integrated Capital Management (Pennsylvania)
Pennsylvania
$102K +$102K +13,990 New
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2
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