DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

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 12 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
20
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.63M
2
GC
2
Guggenheim Capital
Illinois
$5.19M
3
RCM
3
Robinson Capital Management
Michigan
$1.26M
4
RCM
4
Rivernorth Capital Management
Florida
$2.33M
5
AWM
5
AE Wealth Management
Kansas
$785K

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$18.4M
2
UBS Group
2
UBS Group
Switzerland
$3.43M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CWG
4
Crown Wealth Group
North Carolina
$274K
5
WS
5
Wedbush Securities
California
$95K
Name Market Value Shares Shares
Change 		Shares
Change %
LSC
26
Logan Stone Capital
Illinois
$381K 53,872 +53,872 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$353K 50,018 -9,094 -15%
RCA
28
Ranch Capital Advisors
Florida
$334K 47,216 – –
MHS
29
M Holdings Securities
Oregon
$327K 46,299 +46,299 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$315K 44,533 +22,384 +101%
CWG
31
Crown Wealth Group
North Carolina
$274K 38,708 -45,724 -54%
FAG
32
Fortitude Advisory Group
Washington
$274K 38,762 +2,000 +5%
WAM
33
Worth Asset Management
Texas
$265K 41,496 +41,496 New
PAM
34
Private Asset Management
California
$262K 37,000 – –
RIG
35
Ramiah Investment Group
Wisconsin
$245K 34,610 +34,610 New
LWAC
36
Laurel Wealth Advisors (California)
California
$231K 32,661 -11,300 -26%
HCM
37
Hollencrest Capital Management
California
$214K 30,210 – –
RJFSA
38
Raymond James Financial Services Advisors
Florida
$179K 25,333 +948 +4%
SMC
39
Smith, Moore & Co
Missouri
$177K 25,000 – –
M&T Bank
40
M&T Bank
New York
$176K 24,900 – –
ICMP
41
Integrated Capital Management (Pennsylvania)
Pennsylvania
$166K 23,548 -359 -2%
GWM
42
Geneos Wealth Management
Colorado
$160K 22,710 – –
SWM
43
SeaCrest Wealth Management
New York
$160K 22,650 – –
NA
44
NewEdge Advisors
Louisiana
$146K 20,719 -296 -1%
CA
45
Cetera Advisors
Colorado
$127K 17,946 – –
RFC
46
Regions Financial Corp
Alabama
$126K 17,874 – –
CBFP
47
Cedar Brook Financial Partners
Ohio
$111K 15,768 – –
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$105K 14,906 -541 -4%
OWA
49
Opal Wealth Advisors
New York
$103K 14,506 -299 -2%
DAS
50
Dynamic Advisor Solutions
Arizona
$103K 14,506 +2,000 +16%
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