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DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

82 hedge funds and large institutions have $53.3M invested in BNY Mellon Strategic Municipal Bond Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

0.18% more ownership

Funds ownership: 18.87% → 19.05% (+0.18%)

2% less funds holding

Funds holding: 84 → 82 (-2)

8% less capital invested

Capital invested by funds: $58.1M → $53.3M (-$4.77M)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
82
Holders Change
-2
Holders Change %
-2.38%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
29
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$1.49M
2
SIA
Sit Investment Associates
Minnesota
+$1.27M
3
MIG
Mariner Investment Group
New York
+$812K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$559K
5
Invesco
Invesco
Georgia
+$303K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$1.82M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.12M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$851K
4
Morgan Stanley
Morgan Stanley
New York
-$783K
5
UBS Group
UBS Group
Switzerland
-$313K
Name Holding Trade Value Shares
Change 		Change in
Stake
CMS
26
Capital Market Strategies
Florida
$319K – – –
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$319K +$274K +43,152 +326%
RCA
28
Ranch Capital Advisors
Florida
$267K – – –
RCM
29
Rivernorth Capital Management
Florida
$240K -$1.82M -286,994 -87%
FAG
30
Fortitude Advisory Group
Washington
$219K – – –
Stifel Financial
31
Stifel Financial
Missouri
$219K +$160K +25,208 +188%
PAM
32
Private Asset Management
California
$209K – – –
AA
33
AQR Arbitrage
Connecticut
$202K +$32K +5,041 +16%
MHS
34
M Holdings Securities
Oregon
$184K -$9.7K -1,527 -4%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$183K +$74.2K +11,677 +57%
CPIG
36
Chicago Partners Investment Group
Illinois
$178K +$1.68K +264 +0.8%
WAM
37
Wolverine Asset Management
Illinois
$167K +$136K +21,391 +263%
RIG
38
Ramiah Investment Group
Wisconsin
$166K +$44.4K +6,997 +31%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$165K -$11K -1,725 -6%
GWM
40
Geneos Wealth Management
Colorado
$150K +$24.1K +3,800 +17%
WAM
41
Worth Asset Management
Texas
$144K – – –
NA
42
NewEdge Advisors
Louisiana
$144K +$1.29K +203 +0.8%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$143K +$464 +73 +0.3%
ICMP
44
Integrated Capital Management (Pennsylvania)
Pennsylvania
$141K -$1.29K -203 -0.8%
M&T Bank
45
M&T Bank
New York
$141K – – –
SWM
46
SeaCrest Wealth Management
New York
$128K – – –
LCM
47
Landscape Capital Management
New Jersey
$121K +$7.69K +1,211 +6%
RCAG
48
Rehmann Capital Advisory Group
Michigan
$113K +$127K +20,000 New
HCM
49
Hollencrest Capital Management
California
$103K – – –
RFC
50
Regions Financial Corp
Alabama
$101K -$4.24K -667 -4%
1
2
3 4

DSM Hedge Fund Activity: Q3 2022 in Review

82 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q3 2022, worth a combined $53.3M — down 8.2% from $58.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DSM and 7 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 29 added.

The largest buyer was Ameriprise, adding an estimated $1.49M. The largest seller was Rivernorth Capital Management, cutting an estimated $1.82M.

  • 82 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q3 2022, down from 84 in Q2 2022.
  • Funds reported $53.3M of BNY Mellon Strategic Municipal Bond Fund stock for Q3 2022, down 8.2% quarter-over-quarter.
  • 7 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q3 2022 and 9 closed out, a net change of -2 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q3 2022 was Ameriprise, an estimated $1.49M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q3 2022 was Rivernorth Capital Management, an estimated $1.82M sold.

Based on aggregated 13F filings for Q3 2022.