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DSM

BNY Mellon Strategic Municipal Bond Fund

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 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

9% more capital invested

Capital invested by funds: $53.3M → $58.3M (+$5.02M)

5% more funds holding

Funds holding: 8286 (+4)

1.36% more ownership

Funds ownership: 19.05%20.41% (+1.4%)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
24
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMS
51
Wealth Management Solutions
Pennsylvania
$146K +$64.4K +11,390 +83%
ICMP
52
Integrated Capital Management (Pennsylvania)
Pennsylvania
$146K +$1.26K +223 +0.9%
M&T Bank
53
M&T Bank
New York
$144K
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$135K -$10.7K -1,889 -7%
SWM
55
SeaCrest Wealth Management
New York
$131K
RFC
56
Regions Financial Corp
Alabama
$103K
Truist Financial
57
Truist Financial
North Carolina
$97.3K +$95.2K +16,842 New
RIA
58
Realta Investment Advisors
Delaware
$95.2K +$6.88K +1,216 +8%
CBFP
59
Cedar Brook Financial Partners
Ohio
$91.1K
Nomura Holdings
60
Nomura Holdings
Japan
$81K +$79.2K +14,000 New
WS
61
Wedbush Securities
California
$78K
NSIM
62
North Star Investment Management
Illinois
$75.9K
DAS
63
Dynamic Advisor Solutions
Arizona
$72.3K
JP Morgan Chase
64
JP Morgan Chase
New York
$72K +$70.7K +12,504 +125,040%
MFG
65
MidWestOne Financial Group
Iowa
$70.6K
CCFM
66
Clear Creek Financial Management
Washington
$69.2K
AO
67
Advisor OS
Illinois
$66.7K +$1K +177 +2%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$64K +$40.3K +7,132 +182%
AAS
69
Avantax Advisory Services
Texas
$61K -$2.88K -510 -5%
SMC
70
Smith, Moore & Co
Missouri
$57.8K -$14.1K -2,500 -20%
IAMOG
71
Investors Asset Management of Georgia
Georgia
$57.8K
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$54.7K -$6.51K -1,152 -11%
WTA
73
Washington Trust Advisors
Massachusetts
$43.4K
HCM
74
Hollencrest Capital Management
California
$40.3K -$63.5K -11,230 -62%
AWM
75
Accel Wealth Management
Iowa
$23.3K

DSM Hedge Fund Activity: Q4 2022 in Review

86 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q4 2022, worth a combined $58.3M — up 9.4% from $53.3M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DSM positions and 11 closed out — a net gain of 6 holders — while 24 added to existing stakes and 22 trimmed.

The largest buyer was Woodline Partners, opening a new position worth an estimated $3.32M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $4.02M.

  • 86 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q4 2022, up from 82 in Q3 2022.
  • Funds reported $58.3M of BNY Mellon Strategic Municipal Bond Fund stock for Q4 2022, up 9.4% quarter-over-quarter.
  • 17 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q4 2022 and 11 closed out, a net change of +6 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q4 2022 was Woodline Partners, an estimated $3.32M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q4 2022 was Hennion & Walsh Asset Management, an estimated $4.02M sold.

Based on aggregated 13F filings for Q4 2022.