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DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

80 hedge funds and large institutions have $70.1M 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, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

10% more capital invested

Capital invested by funds: $63.5M → $70.1M (+$6.62M)

5% more funds holding

Funds holding: 76 → 80 (+4)

0.91% more ownership

Funds ownership: 16.1% → 17% (+0.91%)

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
21
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$2.9M
2
GC
Guggenheim Capital
Illinois
+$1.12M
3
Invesco
Invesco
Georgia
+$594K
4
Morgan Stanley
Morgan Stanley
New York
+$412K
5
LPL Financial
LPL Financial
California
+$371K

Top Sellers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
-$1.13M
2
Citadel Advisors
Citadel Advisors
Florida
-$880K
3
KAS
Kestra Advisory Services
Texas
-$745K
4
CPIG
Chicago Partners Investment Group
Illinois
-$549K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$432K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$421K +$4.51K +551 +1%
RCA
27
Ranch Capital Advisors
Florida
$394K – – –
LWAC
28
Laurel Wealth Advisors (California)
California
$367K – – –
Citadel Advisors
29
Citadel Advisors
Florida
$366K -$880K -107,560 -71%
PAM
30
Private Asset Management
California
$309K – – –
FAG
31
Fortitude Advisory Group
Washington
$307K +$301K +36,762 New
HCM
32
Hollencrest Capital Management
California
$252K – – –
CPIG
33
Chicago Partners Investment Group
Illinois
$237K -$549K -67,056 -67%
RIG
34
Ramiah Investment Group
Wisconsin
$228K -$3.94K -482 -2%
SMC
35
Smith, Moore & Co
Missouri
$209K – – –
M&T Bank
36
M&T Bank
New York
$208K – – –
RJFSA
37
Raymond James Financial Services Advisors
Florida
$204K -$432K -52,768 -68%
ICMP
38
Integrated Capital Management (Pennsylvania)
Pennsylvania
$199K +$13.8K +1,687 +8%
GWM
39
Geneos Wealth Management
Colorado
$189K – – –
SWM
40
SeaCrest Wealth Management
New York
$189K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$185K +$131K +16,065 +264%
NA
42
NewEdge Advisors
Louisiana
$175K +$172K +21,015 New
Creative Planning
43
Creative Planning
Kansas
$166K +$162K +19,850 New
AWM
44
AE Wealth Management
Kansas
$154K +$150K +18,390 New
CA
45
Cetera Advisors
Colorado
$150K +$147K +17,946 New
RFC
46
Regions Financial Corp
Alabama
$149K – – –
PPA
47
Parametric Portfolio Associates
Washington
$135K -$316K -38,671 -71%
CBFP
48
Cedar Brook Financial Partners
Ohio
$132K – – –
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$129K +$106 +13 +0.1%
TC
50
Telemus Capital
Michigan
$128K – – –
1
2
3 4

DSM Hedge Fund Activity: Q4 2021 in Review

80 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q4 2021, worth a combined $70.1M — up 10% from $63.5M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DSM positions and 10 closed out — a net gain of 4 holders — while 21 added to existing stakes and 11 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $2.9M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $1.13M sold.

  • 80 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q4 2021, up from 76 in Q3 2021.
  • Funds reported $70.1M of BNY Mellon Strategic Municipal Bond Fund stock for Q4 2021, up 10% quarter-over-quarter.
  • 14 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q4 2021 and 10 closed out, a net change of +4 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $2.9M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q4 2021 was Robinson Capital Management, an estimated $1.13M sold.

Based on aggregated 13F filings for Q4 2021.