DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

68 hedge funds and large institutions have $65.5M invested in BNY Mellon Strategic Municipal Bond Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 13 closing their positions.

Holders
68
Holders Change
-5
Holders Change %
-6.85%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
26
Reduced
11
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$3M
2
Bank of America
2
Bank of America
North Carolina
$1.67M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$587K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$604K
5
GC
5
Guggenheim Capital
Illinois
$1.84M

Top Sellers

1
MIG
1
Mariner Investment Group
New York
$0
2
RCM
2
Robinson Capital Management
Michigan
$7M
3
LPL Financial
3
LPL Financial
California
$1.47M
4
CFB
4
Cullen/Frost Bankers
Texas
$0
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
51
BDO Wealth Advisors
Florida
$93K +$93K +11,841 New
AO
52
Advisor OS
Illinois
$93K +$93K +11,899 New
AAS
53
Avantax Advisory Services
Texas
$83K – – –
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$80K +$80K +10,268 New
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$66K +$66K +8,390 New
WT
56
Washington Trust
Rhode Island
$59K – – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$40K -$19.9K -2,484 -33%
APA
58
American Portfolios Advisors
New York
$39.2K – – –
SPIA
59
Steward Partners Investment Advisory
New York
$32.1K – – –
AWM
60
Accel Wealth Management
Iowa
$32K – – –
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$30K +$10.1K +1,293 +51%
SWM
62
Spire Wealth Management
Virginia
$21K +$21K +2,650 New
SSB
63
Sandy Spring Bank
Maryland
$17K +$196 +25 +1%
PWMG
64
Prestige Wealth Management Group
New Jersey
$11K – – –
TAM
65
Tucker Asset Management
Colorado
$7.92K -$12.8K -1,633 -62%
FF
66
FourThought Financial
Florida
$6K – – –
Citigroup
67
Citigroup
New York
$3K – – –
PAM
68
Panagora Asset Management
Massachusetts
$1K – – –
MIG
69
Mariner Investment Group
New York
– -$2.35M -298,876 Closed
CFB
70
Cullen/Frost Bankers
Texas
– -$787K -100,000 Closed
KAS
71
Kestra Advisory Services
Texas
– -$755K -97,232 Closed
WAM
72
Wolverine Asset Management
Illinois
– -$629K -79,928 Closed
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
– -$513K -65,175 Closed
AA
74
AQR Arbitrage
Connecticut
– -$183K -23,290 Closed
SWP
75
Stratos Wealth Partners
Ohio
– -$157K -20,000 Closed
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