DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

71 hedge funds and large institutions have $38.6M invested in BNY Mellon Strategic Municipal Bond Fund in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
16
Increased
20
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$5.31M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.22M
3
MIG
3
Mariner Investment Group
New York
$1.06M
4
WAM
4
Wolverine Asset Management
Illinois
$1.64M
5
Ameriprise
5
Ameriprise
Minnesota
$2.42M

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$948K
4
BSW
4
Buckingham Strategic Wealth
Missouri
$0
5
GC
5
Guggenheim Capital
Illinois
$1.99M
Name Market Value Shares Shares
Change 		Shares
Change %
ICMP
51
Integrated Capital Management (Pennsylvania)
Pennsylvania
$84K 11,735 +11,735 New
MFG
52
MidWestOne Financial Group
Iowa
$83K 11,613 +48 +0.4%
PA
53
Parallel Advisors
California
$78K 11,000 +11,000 New
KIM
54
Karpus Investment Management
New York
$77K 10,741 +10,741 New
AAS
55
Avantax Advisory Services
Texas
$76K 10,553 – –
FHA
56
Flagship Harbor Advisors
Massachusetts
$46K 6,444 +6,444 New
APA
57
American Portfolios Advisors
New York
$35.9K 5,000 -2,000 -29%
SPIA
58
Steward Partners Investment Advisory
New York
$29K 4,099 -1,226 -23%
GSWM
59
Golden State Wealth Management
California
$29K 4,032 +4,032 New
SSB
60
Sandy Spring Bank
Maryland
$28K 3,948 – –
FWM
61
FSA Wealth Management
Massachusetts
$24K 3,300 – –
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$16K 2,236 -5,811 -72%
BFC
63
Bedel Financial Consulting
Indiana
$13K 1,770 – –
PWMG
64
Prestige Wealth Management Group
New Jersey
$10K 1,447 – –
ASN
65
Advisory Services Network
Georgia
$8K 1,148 – –
DWM
66
Darwin Wealth Management
Florida
$7K 1,000 +1,000 New
PAM
67
Panagora Asset Management
Massachusetts
$5K 648 +648 New
KPW
68
Kore Private Wealth
New York
$4K 500 – –
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$1K 201 – –
TI
70
tru Independence
Oregon
$10 1,441 -1,394 -49%
Invesco
71
Invesco
Georgia
– – -59,191 Closed
Millennium Management
72
Millennium Management
New York
– – -49,173 Closed
BSW
73
Buckingham Strategic Wealth
Missouri
– – -45,467 Closed
MHS
74
M Holdings Securities
Oregon
– – -29,165 Closed
M&T Bank
75
M&T Bank
New York
– – -28,600 Closed
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