DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

80 hedge funds and large institutions have $62.9M invested in BNY Mellon Strategic Municipal Bond Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 15 closing their positions.

Holders
80
Holders Change
-6
Holders Change %
-6.98%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
20
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WP
1
Woodline Partners
California
$5.48M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.23M
3
UBS Group
3
UBS Group
Switzerland
$2.3M
4
RCM
4
Rivernorth Capital Management
Florida
$3.14M
5
CRC
5
Curi RMB Capital
Illinois
$638K

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$4.22M
2
CIA
2
Capital Investment Advisors
Georgia
$0
3
Ameriprise
3
Ameriprise
Minnesota
$1.27M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
OFG
5
OTA Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$419K +$419K +69,849 New
CMS
27
Capital Market Strategies
Florida
$286K +$10.2K +1,700 +4%
ACA
28
Ackerman Capital Advisors
Texas
$280K -$385K -64,114 -58%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$274K -$19.3K -3,219 -7%
CP
30
Camelot Portfolios
Ohio
$264K +$25.4K +4,218 +11%
Stifel Financial
31
Stifel Financial
Missouri
$264K +$51.4K +8,548 +24%
PMG
32
ProVise Management Group
Florida
$249K – – –
IWC
33
Integrated Wealth Concepts
Massachusetts
$240K +$240K +39,875 New
FAG
34
Fortitude Advisory Group
Washington
$233K – – –
RCA
35
Ranch Capital Advisors
Florida
$225K -$46.9K -7,800 -17%
PAM
36
Private Asset Management
California
$222K – – –
CAN
37
Cetera Advisor Networks
California
$210K -$39.2K -6,526 -16%
Bank of America
38
Bank of America
North Carolina
$199K -$319K -53,021 -62%
CPIG
39
Chicago Partners Investment Group
Illinois
$198K +$1.61K +277 +0.8%
PVM
40
Palogic Value Management
Texas
$180K -$24K -4,000 -12%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$180K +$39.9K +6,644 +28%
GWM
42
Geneos Wealth Management
Colorado
$159K – – –
MC
43
Matisse Capital
Oregon
$159K – – –
RJFSA
44
Raymond James Financial Services Advisors
Florida
$155K -$38.3K -6,377 -20%
KIM
45
Karpus Investment Management
New York
$155K – – –
NA
46
NewEdge Advisors
Louisiana
$155K +$8.58K +1,505 +6%
WMS
47
Wealth Management Solutions
Pennsylvania
$150K -$1.24K -207 -0.8%
M&T Bank
48
M&T Bank
New York
$150K – – –
ICMP
49
Integrated Capital Management (Pennsylvania)
Pennsylvania
$144K +$89.2K +41,103 +163%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$143K +$128K +21,287 +833%
1
2
3 4