DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

68 hedge funds and large institutions have $65.5M invested in BNY Mellon Strategic Municipal Bond Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-5
Holders Change %
-6.85%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
26
Reduced
11
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$3M
2
Bank of America
2
Bank of America
North Carolina
$1.67M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$587K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$604K
5
GC
5
Guggenheim Capital
Illinois
$1.84M

Top Sellers

1
MIG
1
Mariner Investment Group
New York
$0
2
RCM
2
Robinson Capital Management
Michigan
$7M
3
LPL Financial
3
LPL Financial
California
$1.47M
4
CFB
4
Cullen/Frost Bankers
Texas
$0
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
76
Essex Financial Services
Connecticut
– -$113K -14,300 Closed
CCFM
77
Clear Creek Financial Management
Washington
– -$94K -11,970 Closed
Creative Planning
78
Creative Planning
Kansas
– -$92K -11,696 Closed
Stifel Financial
79
Stifel Financial
Missouri
– -$90K -11,444 Closed
ASN
80
Advisory Services Network
Georgia
– -$9K -1,148 Closed
AWG
81
Altus Wealth Group
Colorado
– -$6K -700 Closed
1 2 3
4