DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

86 hedge funds and large institutions have $58.3M invested in BNY Mellon Strategic Municipal Bond Fund in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
24
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WP
1
Woodline Partners
California
$3.39M
2
RCM
2
Robinson Capital Management
Michigan
$3.51M
3
LSC
3
Logan Stone Capital
Illinois
$2.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.26M
5
RCM
5
Rivernorth Capital Management
Florida
$2.05M

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$6.67M
2
Ameriprise
2
Ameriprise
Minnesota
$1.79M
3
LPL Financial
3
LPL Financial
California
$890K
4
GC
4
Guggenheim Capital
Illinois
$4.8M
5
MIG
5
Mariner Investment Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$477K 82,558 -1,943 -2%
OFG
27
OTA Financial Group
New York
$461K 79,794 +79,794 New
MC
28
Moors & Cabot
Massachusetts
$434K 75,000 +75,000 New
WAM
29
Wolverine Asset Management
Illinois
$352K 60,914 +31,398 +106%
LCM
30
Landscape Capital Management
New Jersey
$300K 51,923 +30,575 +143%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$282K 48,791 +48,791 New
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$266K 46,013 -10,389 -18%
CMS
33
Capital Market Strategies
Florida
$266K 45,959 -10,376 -18%
RCA
34
Ranch Capital Advisors
Florida
$261K 45,216 -2,000 -4%
PMG
35
ProVise Management Group
Florida
$240K 41,490 -30,010 -42%
CAN
36
Cetera Advisor Networks
California
$239K 41,390 +41,390 New
CP
37
Camelot Portfolios
Ohio
$230K 39,733 +39,733 New
FAG
38
Fortitude Advisory Group
Washington
$224K 38,762 – –
Millennium Management
39
Millennium Management
New York
$221K 38,202 +38,202 New
PAM
40
Private Asset Management
California
$214K 37,000 – –
CPIG
41
Chicago Partners Investment Group
Illinois
$205K 33,728 +150 +0.4%
Stifel Financial
42
Stifel Financial
Missouri
$204K 35,350 -3,277 -8%
PVM
43
Palogic Value Management
Texas
$197K 34,000 +34,000 New
MHS
44
M Holdings Securities
Oregon
$188K 32,507 – –
RJFSA
45
Raymond James Financial Services Advisors
Florida
$186K 32,224 -105 -0.3%
GWM
46
Geneos Wealth Management
Colorado
$153K 26,510 – –
MC
47
Matisse Capital
Oregon
$153K 26,474 +26,474 New
KIM
48
Karpus Investment Management
New York
$149K 25,793 +25,793 New
NA
49
NewEdge Advisors
Louisiana
$148K 25,632 +206 +0.8%
WAM
50
Worth Asset Management
Texas
$147K 25,429 – –
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