DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

98 hedge funds and large institutions have $115M invested in BNY Mellon Strategic Municipal Bond Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 11 closing their positions.

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
30
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$13.3M
2
BI
2
Bulldog Investors
New Jersey
$5.12M
3
RCM
3
Rivernorth Capital Management
Florida
$10.4M
4
1CP
4
1607 Capital Partners
Virginia
$1.21M
5
GC
5
Guggenheim Capital
Illinois
$5.44M

Top Sellers

1
AC
1
Almitas Capital
California
$0
2
UBS Group
2
UBS Group
Switzerland
$761K
3
RCM
3
Robinson Capital Management
Michigan
$0
4
AA
4
AQR Arbitrage
Connecticut
$1.9M
5
CRC
5
Curi RMB Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TJHA
26
Thomas J. Herzfeld Advisors
Florida
$621K 99,710 +1,215 +1%
FFA
27
Farther Finance Advisors
California
$592K 95,089 +8,554 +10%
PP
28
PFS Partners
New Jersey
$535K 85,909 +512 +0.6%
NMC
29
Nine Masts Capital
Hong Kong
$473K 75,885 +75,885 New
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$463K 74,255 +442 +0.6%
Ameriprise
31
Ameriprise
Minnesota
$416K 66,811 -153 -0.2%
BA
32
Bridgewater Advisors
New York
$405K 67,770 -9,455 -12%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$384K 61,665 +61,665 New
Stifel Financial
34
Stifel Financial
Missouri
$383K 61,442 +2,603 +4%
AWA
35
Arete Wealth Advisors
Illinois
$380K 60,825 -2,642 -4%
RJA
36
Raymond James & Associates
Florida
$325K 52,114 -4,446 -8%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$312K 50,000 +50,000 New
GP
38
Gridiron Partners
Pennsylvania
$305K 48,891 – –
RIL
39
Rothschild Investment LLC
Illinois
$252K 40,485 – –
PVM
40
Palogic Value Management
Texas
$245K 39,274 – –
Invesco
41
Invesco
Georgia
$244K 39,236 +611 +2%
FAG
42
Fortitude Advisory Group
Washington
$241K 38,762 – –
AGA
43
Arkos Global Advisors
Texas
$224K 36,000 – –
IWC
44
Integrated Wealth Concepts
Massachusetts
$221K 35,397 +12 +0%
AWM
45
Avior Wealth Management
Nebraska
$220K 35,258 +7,027 +25%
MC
46
Matisse Capital
Oregon
$203K 32,630 – –
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$197K 31,578 +172 +0.5%
RCA
48
Ranch Capital Advisors
Florida
$197K 31,618 +30 +0.1%
MWM
49
Melfa Wealth Management
Massachusetts
$197K 31,611 +9,750 +45%
KWA
50
Kingswood Wealth Advisors
California
$193K 31,000 +31,000 New
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