DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

87 hedge funds and large institutions have $66.1M invested in BNY Mellon Strategic Municipal Bond Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+7
Holders Change %
+8.75%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
23
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$6.65M
2
CIA
Capital Investment Advisors
Georgia
$1.48M
3
GC
Guggenheim Capital
Illinois
$6.36M
4
UBS Group
UBS Group
Switzerland
$3.1M
5
RCM
Robinson Capital Management
Michigan
$4.08M

Top Sellers

1
WP
Woodline Partners
California
$2.81M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
$3.49M
3
AWM
AE Wealth Management
Kansas
$346K
4
ACA
Ackerman Capital Advisors
Texas
$0
5
Wells Fargo
Wells Fargo
California
$435K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$53.9K – – –
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$47K +$8.09K +1,407 +21%
US Bancorp
78
US Bancorp
Minnesota
$39.9K – – –
HCM
79
Hollencrest Capital Management
California
$39.7K – – –
WTA
80
Washington Trust Advisors
Massachusetts
$37.1K -$5.7K -1,000 -13%
SPIA
81
Steward Partners Investment Advisory
New York
$9.98K +$9.98K +1,750 New
PWMG
82
Prestige Wealth Management Group
New Jersey
$8.25K – – –
Bessemer Group
83
Bessemer Group
New Jersey
$4K +$172 +29 +4%
MWM
84
Mascoma Wealth Management
New Hampshire
$3.11K – – –
EC
85
Elequin Capital
New York
$1.14K +$1.14K +200 New
WB
86
Webster Bank
Connecticut
$855 – – –
Citigroup
87
Citigroup
New York
$6 – – –
ACA
88
Ackerman Capital Advisors
Texas
– -$280K -46,664 Closed
MC
89
Matisse Capital
Oregon
– -$159K -26,474 Closed
RFC
90
Regions Financial Corp
Alabama
– -$108K -17,874 Closed
NSIM
91
North Star Investment Management
Illinois
– -$78.9K -13,124 Closed
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
– -$36K -5,915 Closed
AWM
93
Accel Wealth Management
Iowa
– -$24.3K -4,038 Closed
AAS
94
Ameritas Advisory Services
Nebraska
– -$9.84K -1,691 Closed
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