DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

73 hedge funds and large institutions have $51.8M invested in BNY Mellon Strategic Municipal Bond Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
22
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$1.25M
2
LPL Financial
LPL Financial
California
$2.54M
3
PPA
Parametric Portfolio Associates
Washington
$2.07M
4
AWA
Arete Wealth Advisors
Illinois
$857K
5
UBS Group
UBS Group
Switzerland
$4.13M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$0
2
WAM
Wolverine Asset Management
Illinois
$629K
3
Baird Financial Group
Baird Financial Group
Wisconsin
$1.17M
4
CRC
Curi RMB Capital
Illinois
$0
5
Morgan Stanley
Morgan Stanley
New York
$2.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
51
North Star Investment Management
Illinois
$103K – – –
FWM
52
Fairhaven Wealth Management
Illinois
$98K -$51.7K -6,589 -35%
MFG
53
MidWestOne Financial Group
Iowa
$94K +$713 +91 +0.8%
CCFM
54
Clear Creek Financial Management
Washington
$94K +$94K +11,970 New
Creative Planning
55
Creative Planning
Kansas
$92K -$20.1K -2,556 -18%
Stifel Financial
56
Stifel Financial
Missouri
$90K +$90K +11,444 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$89K -$20.5K -2,604 -19%
AAS
58
Avantax Advisory Services
Texas
$83K -$59.4K -7,550 -42%
RA
59
Reby Advisors
Connecticut
$83K +$83K +10,600 New
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$60K +$232 +29 +0.4%
WT
61
Washington Trust
Rhode Island
$59K – – –
APA
62
American Portfolios Advisors
New York
$39.4K – – –
SPIA
63
Steward Partners Investment Advisory
New York
$32K – – –
AWM
64
Accel Wealth Management
Iowa
$32K +$32K +4,038 New
TAM
65
Tucker Asset Management
Colorado
$20.8K +$20.8K +2,645 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$20K +$1.34K +171 +7%
SSB
67
Sandy Spring Bank
Maryland
$17K +$198 +25 +1%
PWMG
68
Prestige Wealth Management Group
New Jersey
$11K – – –
ASN
69
Advisory Services Network
Georgia
$9K – – –
AWG
70
Altus Wealth Group
Colorado
$6K +$6K +700 New
FF
71
FourThought Financial
Florida
$6K +$6K +800 New
Citigroup
72
Citigroup
New York
$3K – – –
PAM
73
Panagora Asset Management
Massachusetts
$1K -$5.17K -543 -84%
Nuveen Asset Management
74
Nuveen Asset Management
Illinois
– -$1.5M -205,785 Closed
CRC
75
Curi RMB Capital
Illinois
– -$202K -27,775 Closed
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