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DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

84 hedge funds and large institutions have $58.1M invested in BNY Mellon Strategic Municipal Bond Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

4% more funds holding

Funds holding: 81 → 84 (+3)

0.71% more ownership

Funds ownership: 18.16% → 18.87% (+0.71%)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

8% less capital invested

Capital invested by funds: $63.4M → $58.1M (-$5.36M)

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
22
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$2.89M
2
Osaic Holdings
Osaic Holdings
Arizona
+$2.02M
3
Morgan Stanley
Morgan Stanley
New York
+$1.92M
4
GC
Guggenheim Capital
Illinois
+$1.54M
5
RP
Riverbridge Partners
Minnesota
+$619K

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$3.66M
2
UBS Group
UBS Group
Switzerland
-$1.32M
3
RCM
Robinson Capital Management
Michigan
-$596K
4
LSC
Logan Stone Capital
Illinois
-$381K
5
SIA
Sit Investment Associates
Minnesota
-$351K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
26
Ranch Capital Advisors
Florida
$294K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$281K +$4.17K +642 +1%
FAG
28
Fortitude Advisory Group
Washington
$241K – – –
PAM
29
Private Asset Management
California
$230K – – –
CPIG
30
Chicago Partners Investment Group
Illinois
$222K +$217K +33,314 New
MHS
31
M Holdings Securities
Oregon
$212K -$79.7K -12,265 -26%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$191K -$125K -19,234 -38%
AA
33
AQR Arbitrage
Connecticut
$190K +$111K +17,107 +127%
ACA
34
Ackerman Capital Advisors
Texas
$165K +$172K +26,534 New
WAM
35
Worth Asset Management
Texas
$158K -$104K -16,067 -39%
NA
36
NewEdge Advisors
Louisiana
$157K +$29.3K +4,504 +22%
VF
37
Virtu Financial
New York
$157K +$164K +25,178 New
ICMP
38
Integrated Capital Management (Pennsylvania)
Pennsylvania
$156K +$10.5K +1,615 +7%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$156K +$66.5K +10,237 +69%
M&T Bank
40
M&T Bank
New York
$155K – – –
GWM
41
Geneos Wealth Management
Colorado
$142K – – –
SWM
42
SeaCrest Wealth Management
New York
$141K – – –
RIG
43
Ramiah Investment Group
Wisconsin
$139K -$79.8K -12,275 -35%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$128K -$30.4K -4,681 -18%
LCM
45
Landscape Capital Management
New Jersey
$125K +$45K +6,924 +52%
MIG
46
Mariner Investment Group
New York
$124K +$130K +20,000 New
RFC
47
Regions Financial Corp
Alabama
$116K +$4.34K +667 +4%
HCM
48
Hollencrest Capital Management
California
$113K -$78.1K -12,010 -40%
CBFP
49
Cedar Brook Financial Partners
Ohio
$98K – – –
CA
50
Cetera Advisors
Colorado
$92K -$20.1K -3,099 -17%
1
2
3 4

DSM Hedge Fund Activity: Q2 2022 in Review

84 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q2 2022, worth a combined $58.1M — down 8.4% from $63.4M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DSM positions and 11 closed out — a net gain of 4 holders — while 22 added to existing stakes and 22 trimmed.

The largest buyer was Ameriprise, adding an estimated $2.89M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $3.66M.

  • 84 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q2 2022, up from 81 in Q1 2022.
  • Funds reported $58.1M of BNY Mellon Strategic Municipal Bond Fund stock for Q2 2022, down 8.4% quarter-over-quarter.
  • 15 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q2 2022 and 11 closed out, a net change of +4 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q2 2022 was Ameriprise, an estimated $2.89M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q2 2022 was Hennion & Walsh Asset Management, an estimated $3.66M sold.

Based on aggregated 13F filings for Q2 2022.