DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

80 hedge funds and large institutions have $62.9M invested in BNY Mellon Strategic Municipal Bond Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-6
Holders Change %
-6.98%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
20
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WP
1
Woodline Partners
California
$5.48M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.23M
3
UBS Group
3
UBS Group
Switzerland
$2.3M
4
RCM
4
Rivernorth Capital Management
Florida
$3.14M
5
CRC
5
Curi RMB Capital
Illinois
$638K

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$4.22M
2
CIA
2
Capital Investment Advisors
Georgia
$0
3
Ameriprise
3
Ameriprise
Minnesota
$1.27M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
OFG
5
OTA Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
51
Landscape Capital Management
New Jersey
$138K -$174K -29,023 -56%
SWM
52
SeaCrest Wealth Management
New York
$136K – – –
MHS
53
M Holdings Securities
Oregon
$122K -$73.2K -12,186 -37%
RFC
54
Regions Financial Corp
Alabama
$108K – – –
Truist Financial
55
Truist Financial
North Carolina
$101K +$30 +5 +0%
RIA
56
Realta Investment Advisors
Delaware
$99K +$78 +13 +0.1%
CBFP
57
Cedar Brook Financial Partners
Ohio
$94.8K – – –
BCM
58
Brookstone Capital Management
Illinois
$93.9K +$93.9K +16,000 New
VCM
59
Virtue Capital Management
Tennessee
$92K +$92K +15,673 New
WS
60
Wedbush Securities
California
$81K – – –
NSIM
61
North Star Investment Management
Illinois
$78.9K – – –
DAS
62
Dynamic Advisor Solutions
Arizona
$75.2K – – –
MFG
63
MidWestOne Financial Group
Iowa
$73.4K – – –
CCFM
64
Clear Creek Financial Management
Washington
$71.9K – – –
AO
65
Advisor OS
Illinois
$69.6K +$288 +48 +0.4%
AAS
66
Avantax Advisory Services
Texas
$63.4K – – –
SMC
67
Smith, Moore & Co
Missouri
$60.1K – – –
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$56.8K – – –
WTA
69
Washington Trust Advisors
Massachusetts
$45.1K – – –
US Bancorp
70
US Bancorp
Minnesota
$42.1K +$42.1K +7,007 New
HCM
71
Hollencrest Capital Management
California
$41.9K – – –
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$41K -$26K -4,284 -39%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$36K -$40.2K -6,599 -53%
AWM
74
Accel Wealth Management
Iowa
$24.3K – – –
AAS
75
Ameritas Advisory Services
Nebraska
$9.84K +$9.84K +1,691 New
1 2
3
4