DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

97 hedge funds and large institutions have $107M invested in BNY Mellon Strategic Municipal Bond Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$24.1M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$10.2M
3
AC
3
Almitas Capital
California
$3.32M
4
LPL Financial
4
LPL Financial
California
$3.91M
5
Wells Fargo
5
Wells Fargo
California
$2.37M

Top Sellers

1
LSC
1
Logan Stone Capital
Illinois
$4.34M
2
GC
2
Guggenheim Capital
Illinois
$4.31M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$235K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$158K
5
AA
5
AQR Arbitrage
Connecticut
$2.47M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$518K 87,173 +87,173 New
PP
27
PFS Partners
New Jersey
$507K 85,397 +804 +1%
FFA
28
Farther Finance Advisors
California
$506K 86,535 -429 -0.5%
LCM
29
Landscape Capital Management
New Jersey
$481K 81,036 -30,243 -27%
BA
30
Bridgewater Advisors
New York
$458K 77,225 – –
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$438K 73,813 +920 +1%
Ameriprise
32
Ameriprise
Minnesota
$398K 66,964 -10,146 -13%
AWA
33
Arete Wealth Advisors
Illinois
$374K 63,467 -5,483 -8%
Stifel Financial
34
Stifel Financial
Missouri
$350K 58,839 +697 +1%
RJA
35
Raymond James & Associates
Florida
$336K 56,560 -43,009 -43%
H
36
HoyleCohen
California
$297K 50,000 +50,000 New
GP
37
Gridiron Partners
Pennsylvania
$290K 48,891 – –
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$284K 47,768 +47,768 New
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$246K 41,405 +27,506 +198%
RIL
40
Rothschild Investment LLC
Illinois
$240K 40,485 – –
Osaic Holdings
41
Osaic Holdings
Arizona
$235K 39,581 -94,792 -71%
PVM
42
Palogic Value Management
Texas
$233K 39,274 – –
CP
43
Camelot Portfolios
Ohio
$230K 38,794 +12,045 +45%
FAG
44
Fortitude Advisory Group
Washington
$230K 38,762 – –
Invesco
45
Invesco
Georgia
$229K 38,625 +38,625 New
Nomura Holdings
46
Nomura Holdings
Japan
$227K 38,200 – –
AGA
47
Arkos Global Advisors
Texas
$214K 36,000 – –
IWC
48
Integrated Wealth Concepts
Massachusetts
$210K 35,385 +26 +0.1%
HighTower Advisors
49
HighTower Advisors
Illinois
$201K 34,630 +34,630 New
MC
50
Matisse Capital
Oregon
$194K 32,630 – –
1
2
3 4 5