DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

95 hedge funds and large institutions have $91.8M invested in BNY Mellon Strategic Municipal Bond Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 12 closing their positions.

Holders
95
Holders Change
+5
Holders Change %
+5.56%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
34
Reduced
22
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$14.4M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$4.44M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$1.21M
4
LSC
4
Logan Stone Capital
Illinois
$5.51M
5
AC
5
Almitas Capital
California
$789K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.82M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.97M
4
WP
4
Woodline Partners
California
$0
5
GC
5
Guggenheim Capital
Illinois
$5.45M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
51
Bank of America
North Carolina
$166K 29,026 +146 +0.5%
ICMP
52
Integrated Capital Management (Pennsylvania)
Pennsylvania
$156K 27,403 +607 +2%
GWM
53
Geneos Wealth Management
Colorado
$151K 26,510 – –
KIM
54
Karpus Investment Management
New York
$147K 25,793 – –
PMG
55
ProVise Management Group
Florida
$139K 24,370 -12,070 -33%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$139K 24,344 +116 +0.5%
RZH
57
Relyea Zuckerberg Hanson
Connecticut
$137K 23,953 +23,953 New
BFEC
58
Benjamin F. Edwards & Company
Missouri
$136K 23,843 – –
RL
59
RPO LLC
Connecticut
$134K 23,502 – –
SWM
60
SeaCrest Wealth Management
New York
$129K 22,650 – –
NA
61
NewEdge Advisors
Louisiana
$118K 20,741 +4,500 +28%
Mariner
62
Mariner
Kansas
$112K 19,639 +19,639 New
AO
63
Advisor OS
Illinois
$106K 18,541 +115 +0.6%
Nomura Holdings
64
Nomura Holdings
Japan
$101K 17,700 +17,700 New
NPFS
65
Novak & Powell Financial Services
Florida
$94.8K 16,609 +16,609 New
IAA
66
Ironsides Asset Advisors
North Carolina
$92.5K 16,194 +1,931 +14%
RIA
67
Realta Investment Advisors
Delaware
$87.1K 15,247 -1,244 -8%
SMC
68
Smith, Moore & Co
Missouri
$85.7K 15,000 – –
KWA
69
Kingswood Wealth Advisors
California
$81.1K 14,200 +14,200 New
WS
70
Wedbush Securities
California
$77K 13,500 – –
FWM
71
Fairhaven Wealth Management
Illinois
$71.3K 12,488 – –
CBFP
72
Cedar Brook Financial Partners
Ohio
$71.1K 12,300 -3,468 -22%
CCFM
73
Clear Creek Financial Management
Washington
$68.3K 11,970 – –
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$67.9K 11,886 -3,730 -24%
ACP
75
Aviance Capital Partners
Florida
$64.7K 11,323 +4 +0%
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