DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

73 hedge funds and large institutions have $51.8M invested in BNY Mellon Strategic Municipal Bond Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
22
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$1.25M
2
LPL Financial
LPL Financial
California
$2.54M
3
PPA
Parametric Portfolio Associates
Washington
$2.07M
4
AWA
Arete Wealth Advisors
Illinois
$857K
5
UBS Group
UBS Group
Switzerland
$4.13M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$0
2
WAM
Wolverine Asset Management
Illinois
$629K
3
Baird Financial Group
Baird Financial Group
Wisconsin
$1.17M
4
CRC
Curi RMB Capital
Illinois
$0
5
Morgan Stanley
Morgan Stanley
New York
$2.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$539K – – –
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$513K +$787 +100 +0.2%
LWAC
28
Laurel Wealth Advisors (California)
California
$468K -$26K -3,300 -5%
MML Investors Services
29
MML Investors Services
Massachusetts
$422K +$9.89K +1,257 +2%
6M
30
6 Meridian
Kansas
$403K +$4.19K +533 +1%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$380K +$4.48K +569 +1%
RCA
32
Ranch Capital Advisors
Florida
$371K – – –
DAS
33
Dynamic Advisor Solutions
Arizona
$337K +$10.7K +1,356 +3%
PAM
34
Private Asset Management
California
$291K – – –
HCM
35
Hollencrest Capital Management
California
$238K – – –
M&T Bank
36
M&T Bank
New York
$225K – – –
RJFSA
37
Raymond James Financial Services Advisors
Florida
$199K -$37.5K -4,769 -16%
SMC
38
Smith, Moore & Co
Missouri
$197K – – –
AA
39
AQR Arbitrage
Connecticut
$183K -$117K -14,882 -39%
SWM
40
SeaCrest Wealth Management
New York
$183K – – –
GWM
41
Geneos Wealth Management
Colorado
$176K – – –
SWP
42
Stratos Wealth Partners
Ohio
$157K – – –
RFC
43
Regions Financial Corp
Alabama
$141K – – –
MAFM
44
Mid Atlantic Financial Management
Pennsylvania
$140K -$11.8K -1,500 -8%
TC
45
Telemus Capital
Michigan
$120K +$120K +15,300 New
ICMP
46
Integrated Capital Management (Pennsylvania)
Pennsylvania
$119K +$9.01K +1,146 +8%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$115K +$97.4K +12,315 +554%
EFS
48
Essex Financial Services
Connecticut
$113K – – –
IAMOG
49
Investors Asset Management of Georgia
Georgia
$110K – – –
DADC
50
D.A. Davidson & Co
Montana
$104K – – –
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