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DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

81 hedge funds and large institutions have $63.4M invested in BNY Mellon Strategic Municipal Bond Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

1% more funds holding

Funds holding: 80 → 81 (+1)

1.16% more ownership

Funds ownership: 17% → 18.16% (+1.2%)

10% less capital invested

Capital invested by funds: $70.1M → $63.4M (-$6.71M)

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
21
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$1.51M
2
GC
Guggenheim Capital
Illinois
+$1.36M
3
RCM
Robinson Capital Management
Michigan
+$1.34M
4
RCM
Rivernorth Capital Management
Florida
+$718K
5
AWM
AE Wealth Management
Kansas
+$691K

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.03M
2
UBS Group
UBS Group
Switzerland
-$704K
3
Citadel Advisors
Citadel Advisors
Florida
-$366K
4
WS
Wedbush Securities
California
-$341K
5
CWG
Crown Wealth Group
North Carolina
-$341K
Name Holding Trade Value Shares
Change 		Change in
Stake
LSC
26
Logan Stone Capital
Illinois
$381K +$401K +53,872 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$353K -$67.8K -9,094 -15%
RCA
28
Ranch Capital Advisors
Florida
$334K – – –
MHS
29
M Holdings Securities
Oregon
$327K +$345K +46,299 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$315K +$167K +22,384 +101%
CWG
31
Crown Wealth Group
North Carolina
$274K -$341K -45,724 -54%
FAG
32
Fortitude Advisory Group
Washington
$274K +$14.9K +2,000 +5%
WAM
33
Worth Asset Management
Texas
$265K +$309K +41,496 New
PAM
34
Private Asset Management
California
$262K – – –
RIG
35
Ramiah Investment Group
Wisconsin
$245K +$54.4K +7,303 +27%
LWAC
36
Laurel Wealth Advisors (California)
California
$231K -$84.2K -11,300 -26%
HCM
37
Hollencrest Capital Management
California
$214K – – –
RJFSA
38
Raymond James Financial Services Advisors
Florida
$179K +$7.06K +948 +4%
SMC
39
Smith, Moore & Co
Missouri
$177K – – –
M&T Bank
40
M&T Bank
New York
$176K – – –
ICMP
41
Integrated Capital Management (Pennsylvania)
Pennsylvania
$166K -$2.67K -359 -2%
GWM
42
Geneos Wealth Management
Colorado
$160K – – –
SWM
43
SeaCrest Wealth Management
New York
$160K – – –
NA
44
NewEdge Advisors
Louisiana
$146K -$2.21K -296 -1%
CA
45
Cetera Advisors
Colorado
$127K – – –
RFC
46
Regions Financial Corp
Alabama
$126K – – –
CBFP
47
Cedar Brook Financial Partners
Ohio
$111K – – –
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$105K -$4.03K -541 -4%
OWA
49
Opal Wealth Advisors
New York
$103K -$2.23K -299 -2%
DAS
50
Dynamic Advisor Solutions
Arizona
$103K +$14.9K +2,000 +16%
1
2
3 4

DSM Hedge Fund Activity: Q1 2022 in Review

81 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q1 2022, worth a combined $63.4M — down 9.6% from $70.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DSM positions and 9 closed out — a net gain of 2 holders — while 21 added to existing stakes and 19 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.51M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $1.03M.

  • 81 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q1 2022, up from 80 in Q4 2021.
  • Funds reported $63.4M of BNY Mellon Strategic Municipal Bond Fund stock for Q1 2022, down 9.6% quarter-over-quarter.
  • 11 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q1 2022 and 9 closed out, a net change of +2 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q1 2022 was Osaic Holdings, an estimated $1.51M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q1 2022 was Hennion & Walsh Asset Management, an estimated $1.03M sold.

Based on aggregated 13F filings for Q1 2022.