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DSM

BNY Mellon Strategic Municipal Bond Fund

103 hedge funds and large institutions have $122M invested in BNY Mellon Strategic Municipal Bond Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $115M → $122M (+$7.25M)

5.18% more ownership

Funds ownership: 37.42%42.6% (+5.2%)

5% more funds holding

Funds holding: 98103 (+5)

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

Holders
103
Holders Change
+5
Holders Change %
+5.1%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
29
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RP
26
Riverbridge Partners
Minnesota
$751K -$82.2K -13,600 -10%
HighTower Advisors
27
HighTower Advisors
Illinois
$743K +$103K +16,964 +15%
UBS Group
28
UBS Group
Switzerland
$680K -$31.1K -5,145 -4%
TJHA
29
Thomas J. Herzfeld Advisors
Florida
$623K +$45.7K +7,563 +8%
PP
30
PFS Partners
New Jersey
$505K +$6.23K +1,031 +1%
SAI
31
Savvy Advisors Inc
New York
$450K +$468K +77,406 New
BA
32
Bridgewater Advisors
New York
$394K
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$386K -$47.1K -7,789 -10%
Ameriprise
34
Ameriprise
Minnesota
$385K -$3.53K -584 -0.9%
Stifel Financial
35
Stifel Financial
Missouri
$361K +$4.55K +753 +1%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$357K -$882 -146 -0.2%
Raymond James Financial
37
Raymond James Financial
Florida
$343K +$357K +59,040 New
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$291K
GP
39
Gridiron Partners
Pennsylvania
$284K
AWA
40
Arete Wealth Advisors
Illinois
$273K -$84K -13,901 -23%
BEI
41
Benjamin Edwards Inc
Missouri
$269K +$136K +22,518 +94%
MWM
42
Melfa Wealth Management
Massachusetts
$256K +$75.5K +12,500 +40%
RIL
43
Rothschild Investment LLC
Illinois
$235K
Invesco
44
Invesco
Georgia
$228K +$453 +75 +0.2%
PVM
45
Palogic Value Management
Texas
$228K
FAG
46
Fortitude Advisory Group
Washington
$225K
Osaic Holdings
47
Osaic Holdings
Arizona
$213K -$789K -130,552 -78%
WAM
48
Wolverine Asset Management
Illinois
$207K +$150K +24,761 +229%
AWM
49
Avior Wealth Management
Nebraska
$203K -$2.27K -376 -1%
Bank of America
50
Bank of America
North Carolina
$199K +$198K +32,818 +2,270%

DSM Hedge Fund Activity: Q4 2024 in Review

103 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q4 2024, worth a combined $122M — up 6.3% from $115M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DSM positions and 9 closed out — a net gain of 7 holders — while 29 added to existing stakes and 27 trimmed.

The largest buyer was Bulldog Investors, adding an estimated $7.74M. The largest seller was Logan Stone Capital, cutting an estimated $1.59M.

  • 103 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q4 2024, up from 98 in Q3 2024.
  • Funds reported $122M of BNY Mellon Strategic Municipal Bond Fund stock for Q4 2024, up 6.3% quarter-over-quarter.
  • 16 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q4 2024 and 9 closed out, a net change of +7 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q4 2024 was Bulldog Investors, an estimated $7.74M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q4 2024 was Logan Stone Capital, an estimated $1.59M sold.

Based on aggregated 13F filings for Q4 2024.