DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

95 hedge funds and large institutions have $158M invested in BNY Mellon Strategic Municipal Bond Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-7
Holders Change %
-6.86%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
36
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$3.82M
2
BI
Bulldog Investors
New Jersey
+$2.46M
3
AC
Almitas Capital
California
+$1.3M
4
WA
Whitebox Advisors
Minnesota
+$790K
5
Wells Fargo
Wells Fargo
California
+$763K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$943K
2
AA
AQR Arbitrage
Connecticut
-$714K
3
VanEck Associates
VanEck Associates
New York
-$482K
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$291K
5
SIA
Sit Investment Associates
Minnesota
-$260K
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$728K -$30.5K -5,286 -4%
HighTower Advisors
27
HighTower Advisors
Illinois
$684K -$54K -9,357 -7%
UBS Group
28
UBS Group
Switzerland
$646K -$29.2K -5,054 -4%
BA
29
Bridgewater Advisors
New York
$520K +$140K +25,000 +37%
PP
30
PFS Partners
New Jersey
$506K +$4.61K +799 +0.9%
SAI
31
Savvy Advisors Inc
New York
$499K +$52.6K +9,117 +12%
GWM
32
Geneos Wealth Management
Colorado
$410K +$247K +42,860 +152%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$387K +$3.53K +611 +0.9%
AA
34
AQR Arbitrage
Connecticut
$386K -$714K -123,799 -65%
Ameriprise
35
Ameriprise
Minnesota
$363K -$19.2K -3,326 -5%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$355K -$6 -1 -0%
Stifel Financial
37
Stifel Financial
Missouri
$350K -$8.45K -1,465 -2%
GP
38
Gridiron Partners
Pennsylvania
$282K – – –
PVM
39
Palogic Value Management
Texas
$280K +$53.1K +9,201 +23%
Citadel Advisors
40
Citadel Advisors
Florida
$279K +$200K +34,635 +253%
AWA
41
Arete Wealth Advisors
Illinois
$278K +$7.57K +1,313 +3%
Raymond James Financial
42
Raymond James Financial
Florida
$274K -$66.5K -11,525 -20%
AWM
43
Avior Wealth Management
Nebraska
$269K +$67.5K +11,699 +34%
MWM
44
Melfa Wealth Management
Massachusetts
$255K – – –
Invesco
45
Invesco
Georgia
$239K +$12.1K +2,094 +5%
RIL
46
Rothschild Investment LLC
Illinois
$234K – – –
CP
47
Camelot Portfolios
Ohio
$225K +$75.5K +13,088 +51%
BEI
48
Benjamin Edwards Inc
Missouri
$223K -$44.5K -7,712 -17%
FAG
49
Fortitude Advisory Group
Washington
$212K – – –
Osaic Holdings
50
Osaic Holdings
Arizona
$202K -$9.31K -1,614 -4%
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