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DSM

BNY Mellon Strategic Municipal Bond Fund

86 hedge funds and large institutions have $58.3M invested in BNY Mellon Strategic Municipal Bond Fund in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

9% more capital invested

Capital invested by funds: $53.3M → $58.3M (+$5.02M)

5% more funds holding

Funds holding: 8286 (+4)

1.36% more ownership

Funds ownership: 19.05%20.41% (+1.4%)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
24
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
76
Benjamin F. Edwards & Company
Missouri
$15K
FWA
77
Freedom Wealth Alliance
Wisconsin
$10.9K +$10.7K +1,885 New
PWMG
78
Prestige Wealth Management Group
New Jersey
$8.36K
IA
79
IFP Advisors
Florida
$7K -$56.4K -9,968 -92%
Bessemer Group
80
Bessemer Group
New Jersey
$7K +$6.94K +1,227 New
MCC
81
Money Concepts Capital
Florida
$6.94K +$6.79K +1,200 New
HBW
82
Hazlett, Burt & Watson
West Virginia
$4K
MWM
83
Mascoma Wealth Management
New Hampshire
$3.27K
Citigroup
84
Citigroup
New York
$6
Fidelity Investments
85
Fidelity Investments
Massachusetts
$6 +$6 +1 New
MIG
86
Mariner Investment Group
New York
-$837K -147,870 Closed
AWA
87
Arete Wealth Advisors
Illinois
-$814K -143,893 Closed
MML Investors Services
88
MML Investors Services
Massachusetts
-$490K -86,512 Closed
RIG
89
Ramiah Investment Group
Wisconsin
-$166K -29,332 Closed
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
-$165K -29,059 Closed
RCAG
91
Rehmann Capital Advisory Group
Michigan
-$113K -20,000 Closed
CA
92
Cetera Advisors
Colorado
-$91K -16,120 Closed
FWM
93
Fairhaven Wealth Management
Illinois
-$71K -12,488 Closed
BWA
94
BDO Wealth Advisors
Florida
-$23K -4,064 Closed
SSB
95
Sandy Spring Bank
Maryland
-$13K -2,335 Closed
HI
96
Harbour Investments
Wisconsin
-$5K -750 Closed

DSM Hedge Fund Activity: Q4 2022 in Review

86 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q4 2022, worth a combined $58.3M — up 9.4% from $53.3M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DSM positions and 11 closed out — a net gain of 6 holders — while 24 added to existing stakes and 22 trimmed.

The largest buyer was Woodline Partners, opening a new position worth an estimated $3.32M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $4.02M.

  • 86 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q4 2022, up from 82 in Q3 2022.
  • Funds reported $58.3M of BNY Mellon Strategic Municipal Bond Fund stock for Q4 2022, up 9.4% quarter-over-quarter.
  • 17 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q4 2022 and 11 closed out, a net change of +6 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q4 2022 was Woodline Partners, an estimated $3.32M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q4 2022 was Hennion & Walsh Asset Management, an estimated $4.02M sold.

Based on aggregated 13F filings for Q4 2022.