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DSM

BNY Mellon Strategic Municipal Bond Fund

92 hedge funds and large institutions have $93.8M invested in BNY Mellon Strategic Municipal Bond Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 25

2% more capital invested

Capital invested by funds: $91.8M → $93.8M (+$2M)

0.13% less ownership

Funds ownership: 32.54%32.41% (-0.13%)

3% less funds holding

Funds holding: 9592 (-3)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
34
Reduced
25
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
26
Farther Finance Advisors
California
$505K +$403 +70 +0.1%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$503K +$43.4K +7,530 +10%
PP
28
PFS Partners
New Jersey
$496K +$4.57K +793 +0.9%
ACA
29
Ackerman Capital Advisors
Texas
$461K -$10.3K -1,797 -2%
BA
30
Bridgewater Advisors
New York
$453K
Ameriprise
31
Ameriprise
Minnesota
$452K -$301K -52,199 -40%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$427K +$2.65K +461 +0.6%
AWA
33
Arete Wealth Advisors
Illinois
$404K +$76.1K +13,213 +24%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$382K +$235K +40,877 +168%
Stifel Financial
35
Stifel Financial
Missouri
$341K +$42.8K +7,435 +15%
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$332K +$102K +17,717 +45%
GP
37
Gridiron Partners
Pennsylvania
$287K
CAN
38
Cetera Advisor Networks
California
$238K -$3.96K -688 -2%
RIL
39
Rothschild Investment LLC
Illinois
$237K
PVM
40
Palogic Value Management
Texas
$230K +$226K +39,274 New
FAG
41
Fortitude Advisory Group
Washington
$227K
CMS
42
Capital Market Strategies
Florida
$227K
Nomura Holdings
43
Nomura Holdings
Japan
$224K +$118K +20,500 +116%
AGA
44
Arkos Global Advisors
Texas
$211K
IWC
45
Integrated Wealth Concepts
Massachusetts
$207K +$109 +19 +0.1%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$193K -$84.3K -14,643 -31%
MC
47
Matisse Capital
Oregon
$191K +$188K +32,630 New
Bank of America
48
Bank of America
North Carolina
$189K +$18.5K +3,221 +11%
RCA
49
Ranch Capital Advisors
Florida
$185K
KWA
50
Kingswood Wealth Advisors
California
$182K +$96.7K +16,800 +118%

DSM Hedge Fund Activity: Q1 2024 in Review

92 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q1 2024, worth a combined $93.8M — up 2.2% from $91.8M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DSM and 10 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 34 added.

The largest buyer was Saba Capital Management, adding an estimated $3.24M. The largest seller was Morgan Stanley, cutting an estimated $3.49M.

  • 92 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q1 2024, down from 95 in Q4 2023.
  • Funds reported $93.8M of BNY Mellon Strategic Municipal Bond Fund stock for Q1 2024, up 2.2% quarter-over-quarter.
  • 10 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q1 2024 and 13 closed out, a net change of -3 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q1 2024 was Saba Capital Management, an estimated $3.24M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q1 2024 was Morgan Stanley, an estimated $3.49M sold.

Based on aggregated 13F filings for Q1 2024.