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DSM

BNY Mellon Strategic Municipal Bond Fund

103 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 16 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $115M → $122M (+$7.25M)

5.18% more ownership

Funds ownership: 37.42%42.6% (+5.2%)

5% more funds holding

Funds holding: 98103 (+5)

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

Holders
103
Holders Change
+5
Holders Change %
+5.1%
% 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
16
Increased
29
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AGA
51
Arkos Global Advisors
Texas
$198K -$12.1K -1,998 -6%
IWC
52
Integrated Wealth Concepts
Massachusetts
$196K -$9.63K -1,593 -5%
MC
53
Matisse Capital
Oregon
$190K
RCA
54
Ranch Capital Advisors
Florida
$184K +$369 +61 +0.2%
ICMP
55
Integrated Capital Management (Pennsylvania)
Pennsylvania
$180K +$4.01K +663 +2%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$177K +$184K +30,507 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$172K -$11.9K -1,975 -6%
LF
58
Lee Financial
Texas
$168K
GWM
59
Geneos Wealth Management
Colorado
$164K
ACP
60
Aviance Capital Partners
Florida
$158K +$260 +43 +0.2%
CP
61
Camelot Portfolios
Ohio
$150K -$3.8K -629 -2%
KIM
62
Karpus Investment Management
New York
$150K
MWM
63
Modern Wealth Management
Kansas
$137K
AO
64
Advisor OS
Illinois
$136K +$1.65K +273 +1%
NA
65
NewEdge Advisors
Louisiana
$132K -$4.17K -691 -3%
EAM
66
Everstar Asset Management
North Carolina
$128K
WS
67
Wedbush Securities
California
$106K +$29K +4,800 +36%
LA
68
LexAurum Advisors
Kansas
$100K
NPFS
69
Novak & Powell Financial Services
Florida
$100K +$1.23K +204 +1%
CMS
70
Capital Market Strategies
Florida
$100K -$67.9K -11,240 -39%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$93.9K +$97.6K +16,155 New
RIA
72
Realta Investment Advisors
Delaware
$89.3K
LCM
73
Landscape Capital Management
New Jersey
$84.4K +$87.8K +14,527 New
SEIA
74
Signature Estate & Investment Advisors
California
$81.6K -$10.4K -1,728 -11%
Citadel Advisors
75
Citadel Advisors
Florida
$79.6K -$20K -3,311 -19%

DSM Hedge Fund Activity: Q4 2024 in Review

103 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q4 2024, worth a combined $122M — up 6.3% from $115M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DSM positions and 9 closed out — a net gain of 7 holders — while 29 added to existing stakes and 27 trimmed.

The largest buyer was Bulldog Investors, adding an estimated $7.74M. The largest seller was Logan Stone Capital, cutting an estimated $1.59M.

  • 103 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q4 2024, up from 98 in Q3 2024.
  • Funds reported $122M of BNY Mellon Strategic Municipal Bond Fund stock for Q4 2024, up 6.3% quarter-over-quarter.
  • 16 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q4 2024 and 9 closed out, a net change of +7 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q4 2024 was Bulldog Investors, an estimated $7.74M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q4 2024 was Logan Stone Capital, an estimated $1.59M sold.

Based on aggregated 13F filings for Q4 2024.