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DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

71 hedge funds and large institutions have $69M invested in BNY Mellon Strategic Municipal Bond Fund in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

5% more capital invested

Capital invested by funds: $65.7M → $69M (+$3.36M)

3.48% more ownership

Funds ownership: 13.46% → 16.95% (+3.5%)

3% more funds holding

Funds holding: 69 → 71 (+2)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
20
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.64M
2
LPL Financial
LPL Financial
California
+$723K
3
CPIG
Chicago Partners Investment Group
Illinois
+$700K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$622K
5
GC
Guggenheim Capital
Illinois
+$404K

Top Sellers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
-$2.39M
2
Bank of America
Bank of America
North Carolina
-$794K
3
PPA
Parametric Portfolio Associates
Washington
-$725K
4
BFEC
Benjamin F. Edwards & Company
Missouri
-$586K
5
SIA
Sit Investment Associates
Minnesota
-$197K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$540K +$68.2K +8,426 +15%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$474K +$348K +42,971 +296%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$406K +$4.38K +541 +1%
RCA
29
Ranch Capital Advisors
Florida
$388K – – –
LWAC
30
Laurel Wealth Advisors (California)
California
$379K -$35.6K -4,400 -9%
6M
31
6 Meridian
Kansas
$375K -$43K -5,306 -10%
PAM
32
Private Asset Management
California
$305K – – –
HCM
33
Hollencrest Capital Management
California
$249K – – –
RIG
34
Ramiah Investment Group
Wisconsin
$219K +$4.05K +500 +2%
SMC
35
Smith, Moore & Co
Missouri
$206K – – –
M&T Bank
36
M&T Bank
New York
$205K -$30K -3,700 -13%
GWM
37
Geneos Wealth Management
Colorado
$188K – – –
SWM
38
SeaCrest Wealth Management
New York
$186K – – –
ICMP
39
Integrated Capital Management (Pennsylvania)
Pennsylvania
$162K +$19.4K +2,393 +14%
RFC
40
Regions Financial Corp
Alabama
$147K – – –
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$135K -$38.2K -4,722 -22%
CBFP
42
Cedar Brook Financial Partners
Ohio
$130K +$128K +15,768 New
VF
43
Virtu Financial
New York
$128K +$126K +15,508 New
TC
44
Telemus Capital
Michigan
$126K -$87.1K -10,750 -41%
GT
45
Greenleaf Trust
Michigan
$123K +$121K +15,000 New
EFS
46
Essex Financial Services
Connecticut
$109K +$108K +13,300 New
NSIM
47
North Star Investment Management
Illinois
$108K – – –
DAS
48
Dynamic Advisor Solutions
Arizona
$103K – – –
FWM
49
Fairhaven Wealth Management
Illinois
$103K – – –
ACA
50
Ackerman Capital Advisors
Texas
$102K +$100K +12,350 New
1
2
3 4

DSM Hedge Fund Activity: Q2 2021 in Review

71 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q2 2021, worth a combined $69M — up 5.1% from $65.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DSM positions and 6 closed out — a net gain of 2 holders — while 20 added to existing stakes and 20 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $1.64M. The largest seller was Robinson Capital Management, cutting an estimated $2.39M.

  • 71 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q2 2021, up from 69 in Q1 2021.
  • Funds reported $69M of BNY Mellon Strategic Municipal Bond Fund stock for Q2 2021, up 5.1% quarter-over-quarter.
  • 8 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q2 2021 and 6 closed out, a net change of +2 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q2 2021 was Hennion & Walsh Asset Management, an estimated $1.64M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q2 2021 was Robinson Capital Management, an estimated $2.39M sold.

Based on aggregated 13F filings for Q2 2021.