We are live on ! Find out more
DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

58 hedge funds and large institutions have $34.2M invested in BNY Mellon Strategic Municipal Bond Fund in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

6% more capital invested

Capital invested by funds: $32.1M → $34.2M (+$2.08M)

0.03% more ownership

Funds ownership: 6.51% → 6.54% (+0.03%)

9% less funds holding

Funds holding: 64 → 58 (-6)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
58
Holders Change
-6
Holders Change %
-9.38%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
14
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$674K
2
UBS Group
UBS Group
Switzerland
+$656K
3
LWAC
Laurel Wealth Advisors (California)
California
+$430K
4
BSW
Buckingham Strategic Wealth
Missouri
+$378K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$346K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$1.73M
2
RCM
Robinson Capital Management
Michigan
-$613K
3
DFG
Delphi Financial Group
Delaware
-$591K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$147K
5
VanEck Associates
VanEck Associates
New York
-$129K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$44K +$8.33K +1,001 +23%
SSB
52
Sandy Spring Bank
Maryland
$33K – – –
QCIG
53
Quad-Cities Investment Group
Iowa
$32K +$391 +47 +1%
ASN
54
Advisory Services Network
Georgia
$15K – – –
BFC
55
Bedel Financial Consulting
Indiana
$15K – – –
PWMG
56
Prestige Wealth Management Group
New Jersey
$12K – – –
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
RCM
58
Robinson Capital Management
Michigan
– -$613K -75,577 Closed
DFG
59
Delphi Financial Group
Delaware
– -$591K -74,535 Closed
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
– -$126K -15,832 Closed
BFEC
61
Benjamin F. Edwards & Company
Missouri
– -$122K -15,410 Closed
SDAM
62
Shulman DeMeo Asset Management
New York
– -$121K -15,262 Closed
Millennium Management
63
Millennium Management
New York
– -$113K -14,188 Closed
Stifel Financial
64
Stifel Financial
Missouri
– -$98K -12,363 Closed
OC
65
Oppenheimer & Co
New York
– -$87K -11,000 Closed
TNBTD
66
Trustmark National Bank Trust Department
Mississippi
– -$74K -9,279 Closed
RCAG
67
Rehmann Capital Advisory Group
Michigan
– -$35.7K -4,502 Closed
TF
68
TimeScale Financial
Massachusetts
– -$11K -1,444 Closed
WAM
69
Wakefield Asset Management
Colorado
– -$10K -1,221 Closed
S
70
SignatureFD
Georgia
– -$8K -973 Closed
AIM
71
ARK Investment Management
Florida
– -$4K -445 Closed
1 2
3

DSM Hedge Fund Activity: Q3 2019 in Review

58 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q3 2019, worth a combined $34.2M — up 6.5% from $32.1M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of DSM and 8 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 16 added.

The largest buyer was Bank of America, adding an estimated $674K. The largest seller was Sit Investment Associates, cutting an estimated $1.73M.

  • 58 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q3 2019, down from 64 in Q2 2019.
  • Funds reported $34.2M of BNY Mellon Strategic Municipal Bond Fund stock for Q3 2019, up 6.5% quarter-over-quarter.
  • 8 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q3 2019 and 14 closed out, a net change of -6 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q3 2019 was Bank of America, an estimated $674K added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q3 2019 was Sit Investment Associates, an estimated $1.73M sold.

Based on aggregated 13F filings for Q3 2019.