DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

90 hedge funds and large institutions have $70.9M invested in BNY Mellon Strategic Municipal Bond Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+3
Holders Change %
+3.45%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
27
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$4.85M
2
Osaic Holdings
Osaic Holdings
Arizona
$6.27M
3
Morgan Stanley
Morgan Stanley
New York
$7.78M
4
API
Advisor Partners II
California
$1.62M
5
BI
Bulldog Investors
New Jersey
$2.07M

Top Sellers

1
WP
Woodline Partners
California
$1.12M
2
UBS Group
UBS Group
Switzerland
$1.91M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
$2.7M
4
Invesco
Invesco
Georgia
$522K
5
GC
Guggenheim Capital
Illinois
$5.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
26
Moors & Cabot
Massachusetts
$447K +$74.6K +15,000 +20%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$421K -$15.4K -3,109 -4%
AWA
28
Arete Wealth Advisors
Illinois
$380K -$15.5K -3,114 -4%
FFA
29
Farther Finance Advisors
California
$357K +$207K +41,590 +137%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$355K +$2.54K +511 +0.7%
ACA
31
Ackerman Capital Advisors
Texas
$316K +$316K +63,664 New
Stifel Financial
32
Stifel Financial
Missouri
$262K +$29.3K +5,900 +13%
AWM
33
AE Wealth Management
Kansas
$234K -$67.5K -13,572 -22%
CAN
34
Cetera Advisor Networks
California
$218K -$840 -169 -0.4%
CMS
35
Capital Market Strategies
Florida
$217K -$24.9K -5,000 -10%
HighTower Advisors
36
HighTower Advisors
Illinois
$212K +$212K +44,419 New
LCM
37
Landscape Capital Management
New Jersey
$204K +$43.2K +8,688 +27%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$203K -$1.27K -257 -0.6%
WAM
39
Wolverine Asset Management
Illinois
$194K +$53.7K +10,806 +38%
FAG
40
Fortitude Advisory Group
Washington
$193K – – –
PAM
41
Private Asset Management
California
$184K – – –
PMG
42
ProVise Management Group
Florida
$182K -$19.2K -3,830 -10%
RCA
43
Ranch Capital Advisors
Florida
$182K – – –
IWC
44
Integrated Wealth Concepts
Massachusetts
$176K -$22.8K -4,578 -11%
CP
45
Camelot Portfolios
Ohio
$149K -$62K -12,465 -29%
Bank of America
46
Bank of America
North Carolina
$144K -$21.5K -4,316 -13%
IC
47
IEQ Capital
California
$134K +$959 +193 +0.7%
ICMP
48
Integrated Capital Management (Pennsylvania)
Pennsylvania
$133K +$4.08K +820 +3%
GWM
49
Geneos Wealth Management
Colorado
$132K – – –
KIM
50
Karpus Investment Management
New York
$128K – – –
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