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DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

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.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

15% more capital invested

Capital invested by funds: $93.8M → $107M (+$13.6M)

5% more funds holding

Funds holding: 92 → 97 (+5)

4.2% more ownership

Funds ownership: 32.41% → 36.61% (+4.2%)

Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.4%
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

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$5.64M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$1.91M
3
AC
Almitas Capital
California
+$1.89M
4
LPL Financial
LPL Financial
California
+$1.41M
5
Wells Fargo
Wells Fargo
California
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
LSC
Logan Stone Capital
Illinois
-$1.15M
2
GC
Guggenheim Capital
Illinois
-$744K
3
Osaic Holdings
Osaic Holdings
Arizona
-$543K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$339K
5
AA
AQR Arbitrage
Connecticut
-$297K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$518K +$499K +87,173 New
PP
27
PFS Partners
New Jersey
$507K +$4.61K +804 +1%
FFA
28
Farther Finance Advisors
California
$506K -$2.46K -429 -0.5%
LCM
29
Landscape Capital Management
New Jersey
$481K -$173K -30,243 -27%
BA
30
Bridgewater Advisors
New York
$458K – – –
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$438K +$5.27K +920 +1%
Ameriprise
32
Ameriprise
Minnesota
$398K -$58.1K -10,146 -13%
AWA
33
Arete Wealth Advisors
Illinois
$374K -$31.4K -5,483 -8%
Stifel Financial
34
Stifel Financial
Missouri
$350K +$3.99K +697 +1%
RJA
35
Raymond James & Associates
Florida
$336K -$246K -43,009 -43%
H
36
HoyleCohen
California
$297K +$286K +50,000 New
GP
37
Gridiron Partners
Pennsylvania
$290K – – –
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$284K +$274K +47,768 New
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$246K +$158K +27,506 +198%
RIL
40
Rothschild Investment LLC
Illinois
$240K – – –
Osaic Holdings
41
Osaic Holdings
Arizona
$235K -$543K -94,792 -71%
PVM
42
Palogic Value Management
Texas
$233K – – –
CP
43
Camelot Portfolios
Ohio
$230K +$69K +12,045 +45%
FAG
44
Fortitude Advisory Group
Washington
$230K – – –
Invesco
45
Invesco
Georgia
$229K +$221K +38,625 New
Nomura Holdings
46
Nomura Holdings
Japan
$227K – – –
AGA
47
Arkos Global Advisors
Texas
$214K – – –
IWC
48
Integrated Wealth Concepts
Massachusetts
$210K +$149 +26 +0.1%
HighTower Advisors
49
HighTower Advisors
Illinois
$201K +$198K +34,630 New
MC
50
Matisse Capital
Oregon
$194K – – –
1
2
3 4 5

DSM Hedge Fund Activity: Q2 2024 in Review

97 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q2 2024, worth a combined $107M — up 15% from $93.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DSM positions and 7 closed out — a net gain of 6 holders — while 29 added to existing stakes and 24 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $5.64M. The largest seller was Logan Stone Capital, cutting an estimated $1.15M.

  • 97 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q2 2024, up from 92 in Q1 2024.
  • Funds reported $107M of BNY Mellon Strategic Municipal Bond Fund stock for Q2 2024, up 15% quarter-over-quarter.
  • 13 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q2 2024 and 7 closed out, a net change of +6 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q2 2024 was Saba Capital Management, an estimated $5.64M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q2 2024 was Logan Stone Capital, an estimated $1.15M sold.

Based on aggregated 13F filings for Q2 2024.