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DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

81 hedge funds and large institutions have $63.4M invested in BNY Mellon Strategic Municipal Bond Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

1% more funds holding

Funds holding: 80 → 81 (+1)

1.16% more ownership

Funds ownership: 17% → 18.16% (+1.2%)

10% less capital invested

Capital invested by funds: $70.1M → $63.4M (-$6.71M)

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
21
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$1.51M
2
GC
Guggenheim Capital
Illinois
+$1.36M
3
RCM
Robinson Capital Management
Michigan
+$1.34M
4
RCM
Rivernorth Capital Management
Florida
+$718K
5
AWM
AE Wealth Management
Kansas
+$691K

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.03M
2
UBS Group
UBS Group
Switzerland
-$704K
3
Citadel Advisors
Citadel Advisors
Florida
-$366K
4
WS
Wedbush Securities
California
-$341K
5
CWG
Crown Wealth Group
North Carolina
-$341K
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
76
Tucker Asset Management
Colorado
$7.16K – – –
FF
77
FourThought Financial
Florida
$6K – – –
Citigroup
78
Citigroup
New York
$6K +$5.96K +800 +80,000%
HBW
79
Hazlett, Burt & Watson
West Virginia
$5K +$5.36K +720 New
SWM
80
Spire Wealth Management
Virginia
$4K – – –
Citadel Advisors
81
Citadel Advisors
Florida
– -$366K -43,788 Closed
CPIG
82
Chicago Partners Investment Group
Illinois
– -$237K -32,838 Closed
Creative Planning
83
Creative Planning
Kansas
– -$166K -19,850 Closed
TC
84
Telemus Capital
Michigan
– -$128K -15,300 Closed
GT
85
Greenleaf Trust
Michigan
– -$125K -15,000 Closed
TVWM
86
Tower View Wealth Management
Wisconsin
– -$42K -5,000 Closed
CA
87
CoreCap Advisors
Michigan
– -$31K -3,685 Closed
CT
88
Cambridge Trust
Massachusetts
– -$25K -3,012 Closed
CA
89
Centerpoint Advisors
Massachusetts
– -$1K -126 Closed
Fidelity Investments
90
Fidelity Investments
Massachusetts
– +$15 +2 New
1 2 3
4

DSM Hedge Fund Activity: Q1 2022 in Review

81 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q1 2022, worth a combined $63.4M — down 9.6% from $70.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DSM positions and 9 closed out — a net gain of 2 holders — while 21 added to existing stakes and 19 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.51M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $1.03M.

  • 81 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q1 2022, up from 80 in Q4 2021.
  • Funds reported $63.4M of BNY Mellon Strategic Municipal Bond Fund stock for Q1 2022, down 9.6% quarter-over-quarter.
  • 11 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q1 2022 and 9 closed out, a net change of +2 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q1 2022 was Osaic Holdings, an estimated $1.51M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q1 2022 was Hennion & Walsh Asset Management, an estimated $1.03M sold.

Based on aggregated 13F filings for Q1 2022.