DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

67 hedge funds and large institutions have $40.7M invested in BNY Mellon Strategic Municipal Bond Fund in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-9
Holders Change %
-11.84%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
12
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VF
1
Virtu Financial
New York
$2.26M
2
UBS Group
2
UBS Group
Switzerland
$2.44M
3
RCM
3
Robinson Capital Management
Michigan
$6.52M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$954K
5
CIA
5
Capital Investment Advisors
Georgia
$1.38M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.1M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
AA
5
AQR Arbitrage
Connecticut
$105K
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
51
Trustmark National Bank Trust Department
Mississippi
$72K – – –
RFC
52
Regions Financial Corp
Alabama
$61K – – –
WAM
53
Wealthspire Advisors (Maryland)
Maryland
$49K -$44K – –
RCAG
54
Rehmann Capital Advisory Group
Michigan
$34.8K – – –
SSB
55
Sandy Spring Bank
Maryland
$31K – – –
QCIG
56
Quad-Cities Investment Group
Iowa
$28K +$406 +53 +1%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$26K +$6.42K +840 +33%
CFG
58
CKW Financial Group
Hawaii
$23K – – –
ASN
59
Advisory Services Network
Georgia
$15K +$8.84K +1,148 +144%
BFC
60
Bedel Financial Consulting
Indiana
$14K – – –
PWMG
61
Prestige Wealth Management Group
New Jersey
$11K – – –
S
62
SignatureFD
Georgia
$8K – – –
FHB
63
First Hawaiian Bank
Hawaii
$6K – – –
WCM
64
WealthBridge Capital Management
Ohio
$4K -$3.93K -479 -50%
KPW
65
Kore Private Wealth
New York
$4K – – –
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +201 New
ACA
67
Ackerman Capital Advisors
Texas
$100 +$100 +12,903 New
WAM
68
Wolverine Asset Management
Illinois
– -$1.91M -273,830 Closed
RCM
69
Rivernorth Capital Management
Florida
– -$1.55M -222,363 Closed
LCM
70
Landscape Capital Management
New Jersey
– -$1.06M -151,321 Closed
WAM
71
Weiss Asset Management
Massachusetts
– -$368K -52,745 Closed
Millennium Management
72
Millennium Management
New York
– -$283K -40,520 Closed
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
– -$238K -34,127 Closed
PAS
74
Park Avenue Securities
New York
– -$246K -33,582 Closed
CRC
75
Curi RMB Capital
Illinois
– -$113K -16,134 Closed
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