DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

102 hedge funds and large institutions have $122M invested in BNY Mellon Strategic Municipal Bond Fund in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
29
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bulldog Investors
New Jersey
$12.2M
2
AC
2
Almitas Capital
California
$3.63M
3
WA
3
Whitebox Advisors
Minnesota
$3.6M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$14.4M
5
AAM
5
Advisors Asset Management
Colorado
$1.46M

Top Sellers

1
LSC
1
Logan Stone Capital
Illinois
$2.33M
2
RCM
2
Rivernorth Capital Management
Florida
$8.92M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$213K
4
AA
4
AQR Arbitrage
Connecticut
$1.11M
5
SIA
5
Sit Investment Associates
Minnesota
$3.01M
Name Market Value Shares Shares
Change 		Shares
Change %
AGA
51
Arkos Global Advisors
Texas
$198K 34,002 -1,998 -6%
IWC
52
Integrated Wealth Concepts
Massachusetts
$196K 33,804 -1,593 -5%
MC
53
Matisse Capital
Oregon
$190K 32,630 – –
RCA
54
Ranch Capital Advisors
Florida
$184K 31,679 +61 +0.2%
ICMP
55
Integrated Capital Management (Pennsylvania)
Pennsylvania
$180K 30,982 +663 +2%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$177K 30,507 +30,507 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$172K 29,603 -1,975 -6%
LF
58
Lee Financial
Texas
$168K 29,000 – –
GWM
59
Geneos Wealth Management
Colorado
$164K 28,230 – –
ACP
60
Aviance Capital Partners
Florida
$158K 27,134 +43 +0.2%
CP
61
Camelot Portfolios
Ohio
$150K 25,872 -629 -2%
KIM
62
Karpus Investment Management
New York
$150K 25,793 – –
MWM
63
Modern Wealth Management
Kansas
$137K 23,593 – –
AO
64
Advisor OS
Illinois
$136K 23,377 +273 +1%
NA
65
NewEdge Advisors
Louisiana
$132K 22,787 -691 -3%
EAM
66
Everstar Asset Management
North Carolina
$128K 22,100 – –
WS
67
Wedbush Securities
California
$106K 18,300 +4,800 +36%
LA
68
LexAurum Advisors
Kansas
$100K 17,234 – –
NPFS
69
Novak & Powell Financial Services
Florida
$100K 17,231 +204 +1%
CMS
70
Capital Market Strategies
Florida
$100K 17,219 -11,240 -39%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$93.9K 16,155 +16,155 New
RIA
72
Realta Investment Advisors
Delaware
$89.3K 15,247 – –
LCM
73
Landscape Capital Management
New Jersey
$84.4K 14,527 +14,527 New
SEIA
74
Signature Estate & Investment Advisors
California
$81.6K 14,040 -1,728 -11%
Citadel Advisors
75
Citadel Advisors
Florida
$79.6K 13,699 -3,311 -19%
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