DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

95 hedge funds and large institutions have $91.8M invested in BNY Mellon Strategic Municipal Bond Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 12 closing their positions.

Holders
95
Holders Change
+5
Holders Change %
+5.56%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
34
Reduced
22
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$14.4M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$7.92M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$4.44M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$1.21M
5
LSC
5
Logan Stone Capital
Illinois
$5.51M

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.82M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.97M
4
WP
4
Woodline Partners
California
$0
5
GC
5
Guggenheim Capital
Illinois
$5.45M
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
26
Farther Finance Advisors
California
$496K 86,894 +15,035 +21%
PP
27
PFS Partners
New Jersey
$478K 83,800 +83,800 New
ACA
28
Ackerman Capital Advisors
Texas
$459K 80,439 +16,775 +26%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$447K 78,312 -6,469 -8%
BA
30
Bridgewater Advisors
New York
$441K 77,225 +77,225 New
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$414K 72,432 +998 +1%
AWA
32
Arete Wealth Advisors
Illinois
$318K 55,737 -20,690 -27%
Stifel Financial
33
Stifel Financial
Missouri
$290K 50,707 -2,029 -4%
GP
34
Gridiron Partners
Pennsylvania
$279K 48,891 +48,891 New
Invesco
35
Invesco
Georgia
$279K 48,882 -56,203 -53%
HighTower Advisors
36
HighTower Advisors
Illinois
$277K 49,889 +5,470 +12%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$272K 47,603 +6,666 +16%
CP
38
Camelot Portfolios
Ohio
$246K 43,137 +13,100 +44%
WAM
39
Wolverine Asset Management
Illinois
$243K 42,556 +3,622 +9%
CAN
40
Cetera Advisor Networks
California
$236K 41,332 -2,625 -6%
RIL
41
Rothschild Investment LLC
Illinois
$231K 40,485 +40,485 New
TJHA
42
Thomas J. Herzfeld Advisors
Florida
$223K 39,020 +39,020 New
FAG
43
Fortitude Advisory Group
Washington
$221K 38,762 – –
CMS
44
Capital Market Strategies
Florida
$221K 38,659 -5,000 -11%
AGA
45
Arkos Global Advisors
Texas
$206K 36,000 +18,000 +100%
IWC
46
Integrated Wealth Concepts
Massachusetts
$202K 35,340 +21 +0.1%
MWM
47
Melfa Wealth Management
Massachusetts
$182K 31,879 +31,879 New
RCA
48
Ranch Capital Advisors
Florida
$180K 31,588 -5,028 -14%
WAM
49
Weiss Asset Management
Massachusetts
$180K 31,445 +31,445 New
AWM
50
AE Wealth Management
Kansas
$173K 30,934 -16,129 -34%
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