DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

70 hedge funds and large institutions have $68.8M invested in BNY Mellon Strategic Municipal Bond Fund in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
19
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$20.4M
2
LPL Financial
2
LPL Financial
California
$2.28M
3
CPIG
3
Chicago Partners Investment Group
Illinois
$881K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.49M
5
GC
5
Guggenheim Capital
Illinois
$2.35M

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$4.85M
2
Bank of America
2
Bank of America
North Carolina
$953K
3
PPA
3
Parametric Portfolio Associates
Washington
$2.41M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$21K
5
SIA
5
Sit Investment Associates
Minnesota
$2.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$540K +$69.3K +8,426 +15%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$474K +$354K +42,971 +296%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$406K +$4.45K +541 +1%
RCA
29
Ranch Capital Advisors
Florida
$388K – – –
LWAC
30
Laurel Wealth Advisors (California)
California
$379K -$36.2K -4,400 -9%
6M
31
6 Meridian
Kansas
$375K -$43.7K -5,306 -10%
PAM
32
Private Asset Management
California
$305K – – –
HCM
33
Hollencrest Capital Management
California
$249K – – –
SMC
34
Smith, Moore & Co
Missouri
$206K – – –
M&T Bank
35
M&T Bank
New York
$205K -$30.5K -3,700 -13%
GWM
36
Geneos Wealth Management
Colorado
$188K – – –
SWM
37
SeaCrest Wealth Management
New York
$186K – – –
ICMP
38
Integrated Capital Management (Pennsylvania)
Pennsylvania
$162K +$19.6K +2,393 +14%
RFC
39
Regions Financial Corp
Alabama
$147K – – –
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$135K -$38.7K -4,722 -22%
CBFP
41
Cedar Brook Financial Partners
Ohio
$130K +$130K +15,768 New
VF
42
Virtu Financial
New York
$128K +$128K +15,508 New
TC
43
Telemus Capital
Michigan
$126K -$88.5K -10,750 -41%
GT
44
Greenleaf Trust
Michigan
$123K +$123K +15,000 New
EFS
45
Essex Financial Services
Connecticut
$109K +$109K +13,300 New
NSIM
46
North Star Investment Management
Illinois
$108K – – –
FWM
47
Fairhaven Wealth Management
Illinois
$103K – – –
DAS
48
Dynamic Advisor Solutions
Arizona
$103K – – –
CF
49
Centaurus Financial
California
$102K +$102K +12,350 New
ACA
50
Ackerman Capital Advisors
Texas
$102K +$102K +12,350 New
1
2
3