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DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

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.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

7% more capital invested

Capital invested by funds: $107M → $115M (+$7.67M)

1% more funds holding

Funds holding: 97 → 98 (+1)

0.81% more ownership

Funds ownership: 36.61% → 37.42% (+0.81%)

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.41%
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

Rank Fund Capital Flow
1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$2.6M
2
BI
Bulldog Investors
New Jersey
+$2.1M
3
RCM
Rivernorth Capital Management
Florida
+$1.22M
4
1CP
1607 Capital Partners
Virginia
+$1.18M
5
GC
Guggenheim Capital
Illinois
+$902K

Top Sellers

Rank Fund Capital Flow
1
AC
Almitas Capital
California
-$3.32M
2
UBS Group
UBS Group
Switzerland
-$1.83M
3
RCM
Robinson Capital Management
Michigan
-$965K
4
AA
AQR Arbitrage
Connecticut
-$677K
5
CRC
Curi RMB Capital
Illinois
-$536K
Name Holding Trade Value Shares
Change 		Change in
Stake
TJHA
26
Thomas J. Herzfeld Advisors
Florida
$621K +$7.37K +1,215 +1%
FFA
27
Farther Finance Advisors
California
$592K +$51.9K +8,554 +10%
PP
28
PFS Partners
New Jersey
$535K +$3.11K +512 +0.6%
NMC
29
Nine Masts Capital
Hong Kong
$473K +$460K +75,885 New
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$463K +$2.68K +442 +0.6%
Ameriprise
31
Ameriprise
Minnesota
$416K -$928 -153 -0.2%
BA
32
Bridgewater Advisors
New York
$405K -$57.4K -9,455 -12%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$384K +$374K +61,665 New
Stifel Financial
34
Stifel Financial
Missouri
$383K +$15.8K +2,603 +4%
AWA
35
Arete Wealth Advisors
Illinois
$380K -$16K -2,642 -4%
RJA
36
Raymond James & Associates
Florida
$325K -$27K -4,446 -8%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$312K +$303K +50,000 New
GP
38
Gridiron Partners
Pennsylvania
$305K – – –
RIL
39
Rothschild Investment LLC
Illinois
$252K – – –
PVM
40
Palogic Value Management
Texas
$245K – – –
Invesco
41
Invesco
Georgia
$244K +$3.71K +611 +2%
FAG
42
Fortitude Advisory Group
Washington
$241K – – –
AGA
43
Arkos Global Advisors
Texas
$224K – – –
IWC
44
Integrated Wealth Concepts
Massachusetts
$221K +$73 +12 +0%
AWM
45
Avior Wealth Management
Nebraska
$220K +$42.6K +7,027 +25%
MC
46
Matisse Capital
Oregon
$203K – – –
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$197K +$1.04K +172 +0.5%
RCA
48
Ranch Capital Advisors
Florida
$197K +$182 +30 +0.1%
MWM
49
Melfa Wealth Management
Massachusetts
$197K +$59.2K +9,750 +45%
KWA
50
Kingswood Wealth Advisors
California
$193K +$188K +31,000 New
1
2
3 4 5

DSM Hedge Fund Activity: Q3 2024 in Review

98 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q3 2024, worth a combined $115M — up 7.1% from $107M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DSM positions and 11 closed out — a net gain of 3 holders — while 30 added to existing stakes and 24 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $2.6M. The largest seller was Almitas Capital, exiting entirely with an estimated $3.32M sold.

  • 98 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q3 2024, up from 97 in Q2 2024.
  • Funds reported $115M of BNY Mellon Strategic Municipal Bond Fund stock for Q3 2024, up 7.1% quarter-over-quarter.
  • 14 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q3 2024 and 11 closed out, a net change of +3 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q3 2024 was Pathstone Holdings, an estimated $2.6M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q3 2024 was Almitas Capital, an estimated $3.32M sold.

Based on aggregated 13F filings for Q3 2024.