DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

79 hedge funds and large institutions have $69.9M invested in BNY Mellon Strategic Municipal Bond Fund in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 10 closing their positions.

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
21
Reduced
10
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$22.9M
2
GC
2
Guggenheim Capital
Illinois
$4.61M
3
Invesco
3
Invesco
Georgia
$1.49M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.3M
5
LPL Financial
5
LPL Financial
California
$2.26M

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$366K
3
KAS
3
Kestra Advisory Services
Texas
$0
4
CPIG
4
Chicago Partners Investment Group
Illinois
$237K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$204K
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$421K 50,474 +551 +1%
RCA
27
Ranch Capital Advisors
Florida
$394K 47,216 – –
LWAC
28
Laurel Wealth Advisors (California)
California
$367K 43,961 – –
Citadel Advisors
29
Citadel Advisors
Florida
$366K 43,788 -107,560 -71%
PAM
30
Private Asset Management
California
$309K 37,000 – –
FAG
31
Fortitude Advisory Group
Washington
$307K 36,762 +36,762 New
HCM
32
Hollencrest Capital Management
California
$252K 30,210 – –
CPIG
33
Chicago Partners Investment Group
Illinois
$237K 32,838 -67,056 -67%
SMC
34
Smith, Moore & Co
Missouri
$209K 25,000 – –
M&T Bank
35
M&T Bank
New York
$208K 24,900 – –
RJFSA
36
Raymond James Financial Services Advisors
Florida
$204K 24,385 -52,768 -68%
ICMP
37
Integrated Capital Management (Pennsylvania)
Pennsylvania
$199K 23,907 +1,687 +8%
GWM
38
Geneos Wealth Management
Colorado
$189K 22,710 – –
SWM
39
SeaCrest Wealth Management
New York
$189K 22,650 – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$185K 22,149 +16,065 +264%
NA
41
NewEdge Advisors
Louisiana
$175K 21,015 +21,015 New
Creative Planning
42
Creative Planning
Kansas
$166K 19,850 +19,850 New
AWM
43
AE Wealth Management
Kansas
$154K 18,390 +18,390 New
CA
44
Cetera Advisors
Colorado
$150K 17,946 +17,946 New
RFC
45
Regions Financial Corp
Alabama
$149K 17,874 – –
PPA
46
Parametric Portfolio Associates
Washington
$135K 16,121 -38,671 -71%
CBFP
47
Cedar Brook Financial Partners
Ohio
$132K 15,768 – –
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$129K 15,447 +13 +0.1%
TC
49
Telemus Capital
Michigan
$128K 15,300 – –
GT
50
Greenleaf Trust
Michigan
$125K 15,000 – –
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