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DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

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 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

9% more capital invested

Capital invested by funds: $53.3M → $58.3M (+$5.02M)

5% more funds holding

Funds holding: 82 → 86 (+4)

1.36% more ownership

Funds ownership: 19.05% → 20.41% (+1.4%)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
24
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WP
Woodline Partners
California
+$3.32M
2
RCM
Robinson Capital Management
Michigan
+$2.96M
3
LSC
Logan Stone Capital
Illinois
+$2.17M
4
Morgan Stanley
Morgan Stanley
New York
+$2.1M
5
RCM
Rivernorth Capital Management
Florida
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$4.02M
2
Ameriprise
Ameriprise
Minnesota
-$3.69M
3
LPL Financial
LPL Financial
California
-$1.25M
4
GC
Guggenheim Capital
Illinois
-$1.04M
5
MIG
Mariner Investment Group
New York
-$837K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$477K -$11K -1,943 -2%
OFG
27
OTA Financial Group
New York
$461K +$451K +79,794 New
MC
28
Moors & Cabot
Massachusetts
$434K +$424K +75,000 New
WAM
29
Wolverine Asset Management
Illinois
$352K +$178K +31,398 +106%
LCM
30
Landscape Capital Management
New Jersey
$300K +$173K +30,575 +143%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$282K +$276K +48,791 New
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$266K -$58.8K -10,389 -18%
CMS
33
Capital Market Strategies
Florida
$266K -$58.7K -10,376 -18%
RCA
34
Ranch Capital Advisors
Florida
$261K -$11.3K -2,000 -4%
PMG
35
ProVise Management Group
Florida
$240K -$170K -30,010 -42%
CAN
36
Cetera Advisor Networks
California
$239K +$234K +41,390 New
CP
37
Camelot Portfolios
Ohio
$230K +$225K +39,733 New
FAG
38
Fortitude Advisory Group
Washington
$224K – – –
Millennium Management
39
Millennium Management
New York
$221K +$216K +38,202 New
PAM
40
Private Asset Management
California
$214K – – –
CPIG
41
Chicago Partners Investment Group
Illinois
$205K +$848 +150 +0.4%
Stifel Financial
42
Stifel Financial
Missouri
$204K -$18.5K -3,277 -8%
PVM
43
Palogic Value Management
Texas
$197K +$192K +34,000 New
MHS
44
M Holdings Securities
Oregon
$188K – – –
RJFSA
45
Raymond James Financial Services Advisors
Florida
$186K -$594 -105 -0.3%
GWM
46
Geneos Wealth Management
Colorado
$153K – – –
MC
47
Matisse Capital
Oregon
$153K +$150K +26,474 New
KIM
48
Karpus Investment Management
New York
$149K +$146K +25,793 New
NA
49
NewEdge Advisors
Louisiana
$148K +$1.17K +206 +0.8%
WAM
50
Worth Asset Management
Texas
$147K – – –
1
2
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DSM Hedge Fund Activity: Q4 2022 in Review

86 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q4 2022, worth a combined $58.3M — up 9.4% from $53.3M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DSM positions and 11 closed out — a net gain of 6 holders — while 24 added to existing stakes and 22 trimmed.

The largest buyer was Woodline Partners, opening a new position worth an estimated $3.32M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $4.02M.

  • 86 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q4 2022, up from 82 in Q3 2022.
  • Funds reported $58.3M of BNY Mellon Strategic Municipal Bond Fund stock for Q4 2022, up 9.4% quarter-over-quarter.
  • 17 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q4 2022 and 11 closed out, a net change of +6 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q4 2022 was Woodline Partners, an estimated $3.32M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q4 2022 was Hennion & Walsh Asset Management, an estimated $4.02M sold.

Based on aggregated 13F filings for Q4 2022.