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DSM

BNY Mellon Strategic Municipal Bond Fund

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

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

9% more funds holding

Funds holding: 7076 (+6)

0.53% more ownership

Funds ownership: 11.44%11.98% (+0.53%)

44% less capital invested

Capital invested by funds: $73.2M → $41.3M (-$31.9M)

Holders
76
Holders Change
+6
Holders Change %
+8.57%
% of All Funds
1.69%
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
Name Holding Trade Value Shares
Change
Change in
Stake
VF
51
Virtu Financial
New York
$106K +$107K +15,226 New
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$104K +$9.06K +1,290 +9%
FWM
53
Fairhaven Wealth Management
Illinois
$103K +$104K +14,777 New
NSIM
54
North Star Investment Management
Illinois
$92K
Stifel Financial
55
Stifel Financial
Missouri
$80K +$80.3K +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 +$46.8K +6,657 New
WAM
60
Wealthspire Advisors (Maryland)
Maryland
$44K
RCAG
61
Rehmann Capital Advisory Group
Michigan
$31.4K
SSB
62
Sandy Spring Bank
Maryland
$28K -$26.7K -3,801 -49%
QCIG
63
Quad-Cities Investment Group
Iowa
$25K +$372 +53 +1%
CFG
64
CKW Financial Group
Hawaii
$21K
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$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 +$10.2K +1,447 New
AIC
69
Ameritas Investment Company
Nebraska
$8K +$8.4K +1,195 New
S
70
SignatureFD
Georgia
$7K
WCM
71
WealthBridge Capital Management
Ohio
$7K +$6.79K +966 New
ASN
72
Advisory Services Network
Georgia
$6K
FHB
73
First Hawaiian Bank
Hawaii
$6K
WAM
74
Watermark Asset Management
California
$5K
IIM
75
Ipswich Investment Management
Massachusetts
$5K +$4.92K +700 New

DSM Hedge Fund Activity: Q4 2018 in Review

76 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q4 2018, worth a combined $41.3M — down 44% from $73.2M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DSM positions and 12 closed out — a net gain of 6 holders — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.81M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $1.93M sold.

  • 76 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q4 2018, up from 70 in Q3 2018.
  • Funds reported $41.3M of BNY Mellon Strategic Municipal Bond Fund stock for Q4 2018, down 44% quarter-over-quarter.
  • 18 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q4 2018 and 12 closed out, a net change of +6 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q4 2018 was Sit Investment Associates, an estimated $1.81M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q4 2018 was Laurion Capital Management, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2018.