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DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

80 hedge funds and large institutions have $70.1M invested in BNY Mellon Strategic Municipal Bond Fund in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

10% more capital invested

Capital invested by funds: $63.5M → $70.1M (+$6.62M)

5% more funds holding

Funds holding: 76 → 80 (+4)

0.91% more ownership

Funds ownership: 16.1% → 17% (+0.91%)

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
21
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$2.9M
2
GC
Guggenheim Capital
Illinois
+$1.12M
3
Invesco
Invesco
Georgia
+$594K
4
Morgan Stanley
Morgan Stanley
New York
+$412K
5
LPL Financial
LPL Financial
California
+$371K

Top Sellers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
-$1.13M
2
Citadel Advisors
Citadel Advisors
Florida
-$880K
3
KAS
Kestra Advisory Services
Texas
-$745K
4
CPIG
Chicago Partners Investment Group
Illinois
-$549K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$432K
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
51
Greenleaf Trust
Michigan
$125K – – –
OWA
52
Opal Wealth Advisors
New York
$124K -$22.1K -2,705 -15%
XF
53
XML Financial
Maryland
$119K – – –
WMS
54
Wealth Management Solutions
Pennsylvania
$115K +$113K +13,806 New
NSIM
55
North Star Investment Management
Illinois
$110K – – –
DAS
56
Dynamic Advisor Solutions
Arizona
$104K – – –
FWM
57
Fairhaven Wealth Management
Illinois
$104K – – –
CF
58
Centaurus Financial
California
$103K – – –
MFG
59
MidWestOne Financial Group
Iowa
$102K +$728 +89 +0.7%
CCFM
60
Clear Creek Financial Management
Washington
$100K – – –
BWA
61
BDO Wealth Advisors
Florida
$99K – – –
AAS
62
Avantax Advisory Services
Texas
$92K – – –
IAMOG
63
Investors Asset Management of Georgia
Georgia
$84K – – –
WTA
64
Washington Trust Advisors
Massachusetts
$63K +$61.4K +7,500 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$42K – – –
TVWM
66
Tower View Wealth Management
Wisconsin
$42K – – –
APA
67
American Portfolios Advisors
New York
$41.8K – – –
AWM
68
Accel Wealth Management
Iowa
$34K – – –
CA
69
CoreCap Advisors
Michigan
$31K +$30.1K +3,685 New
CT
70
Cambridge Trust
Massachusetts
$25K +$24.6K +3,012 New
BFEC
71
Benjamin F. Edwards & Company
Missouri
$21K – – –
SSB
72
Sandy Spring Bank
Maryland
$19K +$205 +25 +1%
AssetMark Inc
73
AssetMark Inc
California
$13K +$13.1K +1,600 New
PWMG
74
Prestige Wealth Management Group
New Jersey
$12K – – –
TAM
75
Tucker Asset Management
Colorado
$8.45K – – –
1 2
3
4

DSM Hedge Fund Activity: Q4 2021 in Review

80 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q4 2021, worth a combined $70.1M — up 10% from $63.5M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DSM positions and 10 closed out — a net gain of 4 holders — while 21 added to existing stakes and 11 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $2.9M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $1.13M sold.

  • 80 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q4 2021, up from 76 in Q3 2021.
  • Funds reported $70.1M of BNY Mellon Strategic Municipal Bond Fund stock for Q4 2021, up 10% quarter-over-quarter.
  • 14 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q4 2021 and 10 closed out, a net change of +4 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $2.9M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q4 2021 was Robinson Capital Management, an estimated $1.13M sold.

Based on aggregated 13F filings for Q4 2021.