DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

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 10 closing their positions.

Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
24
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WP
1
Woodline Partners
California
$3.39M
2
RCM
2
Robinson Capital Management
Michigan
$3.51M
3
LSC
3
Logan Stone Capital
Illinois
$2.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.26M
5
RCM
5
Rivernorth Capital Management
Florida
$2.05M

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$6.67M
2
Ameriprise
2
Ameriprise
Minnesota
$1.79M
3
LPL Financial
3
LPL Financial
California
$890K
4
GC
4
Guggenheim Capital
Illinois
$4.8M
5
MIG
5
Mariner Investment Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
76
Benjamin F. Edwards & Company
Missouri
$15K – – –
FWA
77
Freedom Wealth Alliance
Wisconsin
$10.9K +$10.9K +1,885 New
PWMG
78
Prestige Wealth Management Group
New Jersey
$8.36K – – –
IA
79
IFP Advisors
Florida
$7K -$77.5K -9,968 -92%
Bessemer Group
80
Bessemer Group
New Jersey
$7K +$7K +1,227 New
MCC
81
Money Concepts Capital
Florida
$6.94K +$6.94K +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
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
– -$165K -29,059 Closed
RCAG
90
Rehmann Capital Advisory Group
Michigan
– -$113K -20,000 Closed
CA
91
Cetera Advisors
Colorado
– -$91K -16,120 Closed
FWM
92
Fairhaven Wealth Management
Illinois
– -$71K -12,488 Closed
BWA
93
BDO Wealth Advisors
Florida
– -$23K -4,064 Closed
SSB
94
Sandy Spring Bank
Maryland
– -$13K -2,335 Closed
HI
95
Harbour Investments
Wisconsin
– -$5K -750 Closed
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