DSM

BNY Mellon Strategic Municipal Bond Fund

90 hedge funds and large institutions have $70.9M invested in BNY Mellon Strategic Municipal Bond Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+3
Holders Change %
+3.45%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
27
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$52.4K
Comerica Bank
77
Comerica Bank
Texas
$39.9K +$39.9K +8,020 New
US Bancorp
78
US Bancorp
Minnesota
$34.8K
HCM
79
Hollencrest Capital Management
California
$34.6K
WTA
80
Washington Trust Advisors
Massachusetts
$32.3K
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$15.1K +$15.1K +3,043 New
AWM
82
Avior Wealth Management
Nebraska
$11.6K +$11.6K +2,325 New
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$9K -$29.9K -6,280 -77%
SPIA
84
Steward Partners Investment Advisory
New York
$8.7K
PWMG
85
Prestige Wealth Management Group
New Jersey
$7.22K
LFA
86
LGT Financial Advisors
Texas
$6.91K +$6.91K +1,391 New
Bessemer Group
87
Bessemer Group
New Jersey
$4K +$197 +35 +5%
BFP
88
Briaud Financial Planning
Texas
$4K +$4K +874 New
MWM
89
Mascoma Wealth Management
New Hampshire
$2.81K
Citigroup
90
Citigroup
New York
$5
Bank of New York Mellon
91
Bank of New York Mellon
New York
-$119K -20,805 Closed
BCM
92
Brookstone Capital Management
Illinois
-$91.9K -16,000 Closed
CPIG
93
Chicago Partners Investment Group
Illinois
-$78K -13,853 Closed
MFG
94
MidWestOne Financial Group
Iowa
-$69.6K -12,214 Closed
RJFSA
95
Raymond James Financial Services Advisors
Florida
-$63.2K -11,085 Closed
MHS
96
M Holdings Securities
Oregon
-$60K -10,483 Closed
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
-$53.9K -9,457 Closed
EC
98
Elequin Capital
New York
-$1.14K -200 Closed
WB
99
Webster Bank
Connecticut
-$855 -150 Closed