DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

86 hedge funds and large institutions have $58.3M invested in BNY Mellon Strategic Municipal Bond Fund in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
24
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WP
1
Woodline Partners
California
$3.39M
2
RCM
2
Robinson Capital Management
Michigan
$3.51M
3
LSC
3
Logan Stone Capital
Illinois
$2.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.26M
5
RCM
5
Rivernorth Capital Management
Florida
$2.05M

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$6.67M
2
Ameriprise
2
Ameriprise
Minnesota
$1.79M
3
LPL Financial
3
LPL Financial
California
$890K
4
GC
4
Guggenheim Capital
Illinois
$4.8M
5
MIG
5
Mariner Investment Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WMS
51
Wealth Management Solutions
Pennsylvania
$146K 25,196 +11,390 +83%
ICMP
52
Integrated Capital Management (Pennsylvania)
Pennsylvania
$146K 25,183 +223 +0.9%
M&T Bank
53
M&T Bank
New York
$144K 24,900 – –
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$135K 23,327 -1,889 -7%
SWM
55
SeaCrest Wealth Management
New York
$131K 22,650 – –
RFC
56
Regions Financial Corp
Alabama
$103K 17,874 – –
Truist Financial
57
Truist Financial
North Carolina
$97.3K 16,842 +16,842 New
RIA
58
Realta Investment Advisors
Delaware
$95.2K 16,463 +1,216 +8%
CBFP
59
Cedar Brook Financial Partners
Ohio
$91.1K 15,768 – –
Nomura Holdings
60
Nomura Holdings
Japan
$81K 14,000 +14,000 New
WS
61
Wedbush Securities
California
$78K 13,500 – –
NSIM
62
North Star Investment Management
Illinois
$75.9K 13,124 – –
DAS
63
Dynamic Advisor Solutions
Arizona
$72.3K 12,506 – –
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$72K 12,514 +12,504 +125,040%
MFG
65
MidWestOne Financial Group
Iowa
$70.6K 12,214 – –
CCFM
66
Clear Creek Financial Management
Washington
$69.2K 11,970 – –
AO
67
Advisor OS
Illinois
$66.7K 11,536 +177 +2%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$64K 11,050 +7,132 +182%
AAS
69
Avantax Advisory Services
Texas
$61K 10,553 -510 -5%
SMC
70
Smith, Moore & Co
Missouri
$57.8K 10,000 -2,500 -20%
IAMOG
71
Investors Asset Management of Georgia
Georgia
$57.8K 10,000 – –
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$54.7K 9,457 -1,152 -11%
WTA
73
Washington Trust Advisors
Massachusetts
$43.4K 7,500 – –
HCM
74
Hollencrest Capital Management
California
$40.3K 6,970 -11,230 -62%
AWM
75
Accel Wealth Management
Iowa
$23.3K 4,038 – –
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3
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