DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

102 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 15 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% 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
15
Increased
29
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bulldog Investors
New Jersey
$12.2M
2
AC
2
Almitas Capital
California
$3.63M
3
WA
3
Whitebox Advisors
Minnesota
$3.6M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$14.4M
5
AAM
5
Advisors Asset Management
Colorado
$1.46M

Top Sellers

1
LSC
1
Logan Stone Capital
Illinois
$2.33M
2
RCM
2
Rivernorth Capital Management
Florida
$8.92M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$213K
4
AA
4
AQR Arbitrage
Connecticut
$1.11M
5
SIA
5
Sit Investment Associates
Minnesota
$3.01M
Name Market Value Shares Shares
Change 		Shares
Change %
RP
26
Riverbridge Partners
Minnesota
$751K 129,180 -13,600 -10%
HighTower Advisors
27
HighTower Advisors
Illinois
$743K 127,956 +16,964 +15%
UBS Group
28
UBS Group
Switzerland
$680K 117,059 -5,145 -4%
TJHA
29
Thomas J. Herzfeld Advisors
Florida
$623K 107,273 +7,563 +8%
PP
30
PFS Partners
New Jersey
$505K 86,940 +1,031 +1%
SAI
31
Savvy Advisors Inc
New York
$450K 77,406 +77,406 New
BA
32
Bridgewater Advisors
New York
$394K 67,770 – –
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$386K 66,466 -7,789 -10%
Ameriprise
34
Ameriprise
Minnesota
$385K 66,227 -584 -0.9%
Stifel Financial
35
Stifel Financial
Missouri
$361K 62,195 +753 +1%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$357K 61,519 -146 -0.2%
Raymond James Financial
37
Raymond James Financial
Florida
$343K 59,040 +59,040 New
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$291K 50,000 – –
GP
39
Gridiron Partners
Pennsylvania
$284K 48,891 – –
AWA
40
Arete Wealth Advisors
Illinois
$273K 46,924 -13,901 -23%
BEI
41
Benjamin Edwards Inc
Missouri
$269K 46,361 +22,518 +94%
MWM
42
Melfa Wealth Management
Massachusetts
$256K 44,111 +12,500 +40%
RIL
43
Rothschild Investment LLC
Illinois
$235K 40,485 – –
Invesco
44
Invesco
Georgia
$228K 39,311 +75 +0.2%
PVM
45
Palogic Value Management
Texas
$228K 39,274 – –
FAG
46
Fortitude Advisory Group
Washington
$225K 38,762 – –
Osaic Holdings
47
Osaic Holdings
Arizona
$213K 36,600 -130,552 -78%
WAM
48
Wolverine Asset Management
Illinois
$207K 35,568 +24,761 +229%
AWM
49
Avior Wealth Management
Nebraska
$203K 34,882 -376 -1%
Bank of America
50
Bank of America
North Carolina
$199K 34,264 +32,818 +2,270%
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