DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

68 hedge funds and large institutions have $65.5M invested in BNY Mellon Strategic Municipal Bond Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-5
Holders Change %
-6.85%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
26
Reduced
11
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$3M
2
Bank of America
2
Bank of America
North Carolina
$1.67M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$587K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$604K
5
GC
5
Guggenheim Capital
Illinois
$1.84M

Top Sellers

1
MIG
1
Mariner Investment Group
New York
$0
2
RCM
2
Robinson Capital Management
Michigan
$7M
3
LPL Financial
3
LPL Financial
California
$1.47M
4
CFB
4
Cullen/Frost Bankers
Texas
$0
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$448K +$28K +3,574 +7%
6M
27
6 Meridian
Kansas
$398K -$3.36K -429 -0.8%
LWAC
28
Laurel Wealth Advisors (California)
California
$395K -$70.5K -9,000 -15%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$382K +$4.33K +554 +1%
RCA
30
Ranch Capital Advisors
Florida
$369K – – –
PAM
31
Private Asset Management
California
$290K – – –
HCM
32
Hollencrest Capital Management
California
$237K – – –
M&T Bank
33
M&T Bank
New York
$224K – – –
TC
34
Telemus Capital
Michigan
$205K +$84.6K +10,750 +70%
SMC
35
Smith, Moore & Co
Missouri
$196K – – –
GWM
36
Geneos Wealth Management
Colorado
$180K – – –
SWM
37
SeaCrest Wealth Management
New York
$177K -$4.28K -547 -2%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$166K +$77.6K +9,896 +88%
CPIG
39
Chicago Partners Investment Group
Illinois
$165K +$165K +20,554 New
MAFM
40
Mid Atlantic Financial Management
Pennsylvania
$145K +$5.49K +700 +4%
RFC
41
Regions Financial Corp
Alabama
$140K – – –
ICMP
42
Integrated Capital Management (Pennsylvania)
Pennsylvania
$136K +$17.5K +2,238 +15%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$115K – – –
MHS
44
M Holdings Securities
Oregon
$114K +$114K +14,613 New
IAMOG
45
Investors Asset Management of Georgia
Georgia
$110K – – –
NSIM
46
North Star Investment Management
Illinois
$103K – – –
DADC
47
D.A. Davidson & Co
Montana
$103K – – –
DAS
48
Dynamic Advisor Solutions
Arizona
$98K -$238K -30,368 -71%
FWM
49
Fairhaven Wealth Management
Illinois
$98K – – –
MFG
50
MidWestOne Financial Group
Iowa
$95K +$1.06K +135 +1%
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