DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

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
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
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$18.1M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$6.14M
3
RCM
3
Rivernorth Capital Management
Florida
$8.72M
4
RCM
4
Robinson Capital Management
Michigan
$930K
5
AC
5
Almitas Capital
California
$1.34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$787K
3
GC
3
Guggenheim Capital
Illinois
$5.01M
4
Ameriprise
4
Ameriprise
Minnesota
$452K
5
Invesco
5
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
26
Farther Finance Advisors
California
$505K +$407 +70 +0.1%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$503K +$44.1K +7,530 +10%
PP
28
PFS Partners
New Jersey
$496K +$4.65K +793 +0.9%
ACA
29
Ackerman Capital Advisors
Texas
$461K -$10.5K -1,797 -2%
BA
30
Bridgewater Advisors
New York
$453K – – –
Ameriprise
31
Ameriprise
Minnesota
$452K -$306K -52,199 -40%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$427K +$2.7K +461 +0.6%
AWA
33
Arete Wealth Advisors
Illinois
$404K +$77.4K +13,213 +24%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$382K +$240K +40,877 +168%
Stifel Financial
35
Stifel Financial
Missouri
$341K +$43.6K +7,435 +15%
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$332K +$104K +17,717 +45%
GP
37
Gridiron Partners
Pennsylvania
$287K – – –
CAN
38
Cetera Advisor Networks
California
$238K -$4.03K -688 -2%
RIL
39
Rothschild Investment LLC
Illinois
$237K – – –
PVM
40
Palogic Value Management
Texas
$230K +$230K +39,274 New
FAG
41
Fortitude Advisory Group
Washington
$227K – – –
CMS
42
Capital Market Strategies
Florida
$227K – – –
Nomura Holdings
43
Nomura Holdings
Japan
$224K +$120K +20,500 +116%
AGA
44
Arkos Global Advisors
Texas
$211K – – –
IWC
45
Integrated Wealth Concepts
Massachusetts
$207K +$111 +19 +0.1%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$193K -$85.7K -14,643 -31%
MC
47
Matisse Capital
Oregon
$191K +$191K +32,630 New
Bank of America
48
Bank of America
North Carolina
$189K +$18.9K +3,221 +11%
RCA
49
Ranch Capital Advisors
Florida
$185K – – –
KWA
50
Kingswood Wealth Advisors
California
$182K +$98.4K +16,800 +118%
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