BNY Mellon Strategic Municipal Bond Fund
DSM
53 hedge funds and large institutions have $31.9M invested in BNY Mellon Strategic Municipal Bond Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 5 closing their positions.
0% more funds holding
Funds holding: 53 → 53 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
0.3% less ownership
Funds ownership: 7.99% → 7.69% (-0.3%)
4% less capital invested
Capital invested by funds: $33.2M → $31.9M (-$1.31M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.08M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$256K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$209K |
| 4 |
LCM
Laurion Capital Management
New York
|
+$126K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$117K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.17M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$871K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$459K |
| 4 |
EFS
Essex Financial Services
Essex,
Connecticut
|
-$243K |
| 5 |
SG Americas Securities
New York
|
-$212K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
51
Advisor Group
Phoenix,
Arizona
| $10K | – | – | – |
|
|
WAM
52
Watermark Asset Management
San Ramon,
California
| $6K | – | – | – |
|
|
SWA
53
Sutton Wealth Advisors
Tampa,
Florida
| $2.29K | – | – | – |
|
|
SPIA
54
Steward Partners Investment Advisory
New York
| $1K | – | – | – |
|
|
AAM
55
Advisors Asset Management
Monument,
Colorado
| – | -$1.17M | -137,525 | Closed |
|
|
EFS
56
Essex Financial Services
Essex,
Connecticut
| – | -$243K | -28,517 | Closed |
|
|
57
SG Americas Securities
New York
| – | -$212K | -24,893 | Closed |
|
|
CRC
58
Curi RMB Capital
Chicago,
Illinois
| – | -$199K | -23,369 | Closed |
|
|
VWA
59
V Wealth Advisors
Overland Park,
Kansas
| – | -$13K | -1,500 | Closed |
|
DSM Hedge Fund Activity: Q3 2017 in Review
53 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q3 2017, worth a combined $31.9M — down 3.9% from $33.2M a quarter earlier.
Fund positioning in DSM was balanced in Q3 2017: 5 funds opened new positions, 5 closed out, 12 added to existing stakes and 12 trimmed.
The largest buyer was Invesco, adding an estimated $1.08M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $1.17M sold.
- 53 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $31.9M of BNY Mellon Strategic Municipal Bond Fund stock for Q3 2017, down 3.9% quarter-over-quarter.
- 5 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q3 2017 and 5 closed out, a net change of 0 holders.
- The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q3 2017 was Invesco, an estimated $1.08M added.
- The largest BNY Mellon Strategic Municipal Bond Fund seller in Q3 2017 was Advisors Asset Management, an estimated $1.17M sold.
Based on aggregated 13F filings for Q3 2017.