DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

76 hedge funds and large institutions have $41.3M invested in BNY Mellon Strategic Municipal Bond Fund in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+6
Holders Change %
+8.57%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
23
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$2.06M
2
RCM
2
Rivernorth Capital Management
Florida
$1.55M
3
DFG
3
Delphi Financial Group
Delaware
$1.15M
4
WAM
4
Wolverine Asset Management
Illinois
$1.91M
5
WAM
5
Wakefield Asset Management
Colorado
$1.42M

Top Sellers

1
LCM
1
Laurion Capital Management
New York
$0
2
GC
2
Guggenheim Capital
Illinois
$2.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.51M
4
RCM
4
Robinson Capital Management
Michigan
$5.52M
5
Ameriprise
5
Ameriprise
Minnesota
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
51
Virtu Financial
New York
$106K +$106K +15,226 New
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$104K +$9K +1,290 +9%
FWM
53
Fairhaven Wealth Management
Illinois
$103K +$103K +14,777 New
NSIM
54
North Star Investment Management
Illinois
$92K – – –
Stifel Financial
55
Stifel Financial
Missouri
$80K +$80K +11,433 New
OC
56
Oppenheimer & Co
New York
$77K – – –
TNBTD
57
Trustmark National Bank Trust Department
Mississippi
$65K – – –
RFC
58
Regions Financial Corp
Alabama
$55K – – –
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$46K +$46K +6,657 New
WAM
60
Wealthspire Advisors (Maryland)
Maryland
$44K -$186K – –
RCAG
61
Rehmann Capital Advisory Group
Michigan
$31.4K – – –
SSB
62
Sandy Spring Bank
Maryland
$28K -$27K -3,801 -49%
QCIG
63
Quad-Cities Investment Group
Iowa
$25K +$368 +53 +1%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$21K – – –
CFG
65
CKW Financial Group
Hawaii
$21K – – –
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$18K +$3.94K +560 +28%
BFC
67
Bedel Financial Consulting
Indiana
$12K – – –
PWMG
68
Prestige Wealth Management Group
New Jersey
$10K +$10K +1,447 New
AIC
69
Ameritas Investment Company
Nebraska
$8K +$8K +1,195 New
S
70
SignatureFD
Georgia
$7K – – –
WCM
71
WealthBridge Capital Management
Ohio
$7K +$7K +966 New
FHB
72
First Hawaiian Bank
Hawaii
$6K – – –
ASN
73
Advisory Services Network
Georgia
$6K – – –
WAM
74
Watermark Asset Management
California
$5K – – –
IIM
75
Ipswich Investment Management
Massachusetts
$5K +$5K +700 New
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3
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