We are live on ! Find out more
DSM

BNY Mellon Strategic Municipal Bond Fund

97 hedge funds and large institutions have $107M invested in BNY Mellon Strategic Municipal Bond Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

15% more capital invested

Capital invested by funds: $93.8M → $107M (+$13.6M)

5% more funds holding

Funds holding: 9297 (+5)

4.2% more ownership

Funds ownership: 32.41%36.61% (+4.2%)

Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
29
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
51
Ranch Capital Advisors
Florida
$188K
ICMP
52
Integrated Capital Management (Pennsylvania)
Pennsylvania
$187K +$22.6K +3,948 +14%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$187K -$8.9K -1,554 -5%
CMS
54
Capital Market Strategies
Florida
$169K -$58.4K -10,200 -26%
AWM
55
Avior Wealth Management
Nebraska
$168K +$24.8K +4,326 +18%
GWM
56
Geneos Wealth Management
Colorado
$168K
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$158K -$339K -59,242 -69%
AWM
58
AE Wealth Management
Kansas
$158K +$61.9K +10,800 +69%
KIM
59
Karpus Investment Management
New York
$153K
ACP
60
Aviance Capital Partners
Florida
$151K +$29.7K +5,176 +26%
KAS
61
Kestra Advisory Services
Texas
$148K +$143K +24,952 New
RZH
62
Relyea Zuckerberg Hanson
Connecticut
$142K
BFEC
63
Benjamin F. Edwards & Company
Missouri
$142K -$980 -171 -0.7%
MWM
64
Modern Wealth Management
Kansas
$140K +$135K +23,593 New
PMG
65
ProVise Management Group
Florida
$136K -$17.2K -3,000 -12%
MWM
66
Melfa Wealth Management
Massachusetts
$130K
AO
67
Advisor OS
Illinois
$125K +$11.2K +1,955 +10%
Bank of America
68
Bank of America
North Carolina
$124K -$64.7K -11,301 -35%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$124K -$254K -44,331 -68%
NA
70
NewEdge Advisors
Louisiana
$117K +$22.4K +3,907 +25%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$103K +$23.3K +4,066 +31%
LA
72
LexAurum Advisors
Kansas
$102K
NPFS
73
Novak & Powell Financial Services
Florida
$101K +$1.21K +211 +1%
SEIA
74
Signature Estate & Investment Advisors
California
$93.7K +$90.3K +15,768 New
RIA
75
Realta Investment Advisors
Delaware
$90.6K

DSM Hedge Fund Activity: Q2 2024 in Review

97 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q2 2024, worth a combined $107M — up 15% from $93.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DSM positions and 7 closed out — a net gain of 6 holders — while 29 added to existing stakes and 24 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $5.64M. The largest seller was Logan Stone Capital, cutting an estimated $1.15M.

  • 97 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q2 2024, up from 92 in Q1 2024.
  • Funds reported $107M of BNY Mellon Strategic Municipal Bond Fund stock for Q2 2024, up 15% quarter-over-quarter.
  • 13 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q2 2024 and 7 closed out, a net change of +6 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q2 2024 was Saba Capital Management, an estimated $5.64M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q2 2024 was Logan Stone Capital, an estimated $1.15M sold.

Based on aggregated 13F filings for Q2 2024.