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DSM

BNY Mellon Strategic Municipal Bond Fund

81 hedge funds and large institutions have $63.4M invested in BNY Mellon Strategic Municipal Bond Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

1% more funds holding

Funds holding: 8081 (+1)

1.16% more ownership

Funds ownership: 17%18.16% (+1.2%)

10% less capital invested

Capital invested by funds: $70.1M → $63.4M (-$6.71M)

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
21
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$101K -$270K -36,177 -72%
XF
52
XML Financial
Maryland
$101K
WMS
53
Wealth Management Solutions
Pennsylvania
$98K
WS
54
Wedbush Securities
California
$95K -$341K -45,800 -77%
AA
55
AQR Arbitrage
Connecticut
$95K +$100K +13,485 New
NSIM
56
North Star Investment Management
Illinois
$93K
LCM
57
Landscape Capital Management
New Jersey
$93K +$98.4K +13,213 New
IA
58
IFP Advisors
Florida
$91K +$82K +11,004 New
FWM
59
Fairhaven Wealth Management
Illinois
$88K
CF
60
Centaurus Financial
California
$87K
MFG
61
MidWestOne Financial Group
Iowa
$86K
CCFM
62
Clear Creek Financial Management
Washington
$85K
AAS
63
Avantax Advisory Services
Texas
$79K
BCM
64
Brookstone Capital Management
Illinois
$73K +$78.6K +10,546 New
IAMOG
65
Investors Asset Management of Georgia
Georgia
$71K
WTA
66
Washington Trust Advisors
Massachusetts
$53K
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$36K
APA
68
American Portfolios Advisors
New York
$35.4K
BWA
69
BDO Wealth Advisors
Florida
$29K -$57.9K -7,777 -66%
AWM
70
Accel Wealth Management
Iowa
$28K
BFEC
71
Benjamin F. Edwards & Company
Missouri
$18K
SSB
72
Sandy Spring Bank
Maryland
$16K +$194 +26 +1%
AssetMark Inc
73
AssetMark Inc
California
$11K
PWMG
74
Prestige Wealth Management Group
New Jersey
$10K
MCC
75
Money Concepts Capital
Florida
$8K +$8.94K +1,200 New

DSM Hedge Fund Activity: Q1 2022 in Review

81 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q1 2022, worth a combined $63.4M — down 9.6% from $70.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DSM positions and 9 closed out — a net gain of 2 holders — while 21 added to existing stakes and 19 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.51M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $1.03M.

  • 81 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q1 2022, up from 80 in Q4 2021.
  • Funds reported $63.4M of BNY Mellon Strategic Municipal Bond Fund stock for Q1 2022, down 9.6% quarter-over-quarter.
  • 11 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q1 2022 and 9 closed out, a net change of +2 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q1 2022 was Osaic Holdings, an estimated $1.51M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q1 2022 was Hennion & Walsh Asset Management, an estimated $1.03M sold.

Based on aggregated 13F filings for Q1 2022.