DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

70 hedge funds and large institutions have $43.1M invested in BNY Mellon Strategic Municipal Bond Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
13
Increased
15
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFB
Cullen/Frost Bankers
Texas
$729K
2
MIG
Mariner Investment Group
New York
$2.18M
3
LPL Financial
LPL Financial
California
$1.22M
4
6M
6 Meridian
Kansas
$370K
5
RCM
Robinson Capital Management
Michigan
$7.01M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$0
2
SIA
Sit Investment Associates
Minnesota
$2.41M
3
GC
Guggenheim Capital
Illinois
$715K
4
AA
AQR Arbitrage
Connecticut
$278K
5
1WA
180 Wealth Advisors
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$101K +$101K +13,888 New
DADC
52
D.A. Davidson & Co
Montana
$96K -$68.4K -9,409 -42%
NSIM
53
North Star Investment Management
Illinois
$96K – – –
MFG
54
MidWestOne Financial Group
Iowa
$87K +$87K +11,899 New
WT
55
Washington Trust
Rhode Island
$55K +$55K +7,500 New
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$54K -$30.7K -4,238 -36%
FHA
57
Flagship Harbor Advisors
Massachusetts
$46K – – –
APA
58
American Portfolios Advisors
New York
$36.5K – – –
SPIA
59
Steward Partners Investment Advisory
New York
$30K – – –
GSWM
60
Golden State Wealth Management
California
$30K +$30K +4,133 New
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$17K – – –
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$16K +$14.6K +2,022 +1,006%
SSB
63
Sandy Spring Bank
Maryland
$15K -$27.7K -3,922 -65%
VFA
64
Valeo Financial Advisors
Indiana
$15K +$15K +2,000 New
BFC
65
Bedel Financial Consulting
Indiana
$13K – – –
PWMG
66
Prestige Wealth Management Group
New Jersey
$11K – – –
FFA
67
Founders Financial Alliance
North Carolina
$10K +$10K +1,341 New
ASN
68
Advisory Services Network
Georgia
$8K +$8K +1,148 New
PAM
69
Panagora Asset Management
Massachusetts
$5K – – –
Citigroup
70
Citigroup
New York
$3K +$2.99K +383 +38,300%
AWA
71
Arete Wealth Advisors
Illinois
– -$991K -135,317 Closed
DDPIC
72
Deroy & Devereaux Private Investment Counsel
Michigan
– -$163K -22,525 Closed
1WA
73
180 Wealth Advisors
Washington
– -$164K -20,129 Closed
PA
74
Parallel Advisors
California
– -$79K -11,000 Closed
TI
75
tru Independence
Oregon
– -$10 -1,441 Closed
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