DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

92 hedge funds and large institutions have $93.8M invested in BNY Mellon Strategic Municipal Bond Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
34
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$18.1M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$6.14M
3
RCM
3
Rivernorth Capital Management
Florida
$8.72M
4
RCM
4
Robinson Capital Management
Michigan
$930K
5
AC
5
Almitas Capital
California
$1.34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$787K
3
GC
3
Guggenheim Capital
Illinois
$5.01M
4
Ameriprise
4
Ameriprise
Minnesota
$452K
5
Invesco
5
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFM
76
Clear Creek Financial Management
Washington
$69.8K -$352 -60 -0.5%
WAP
77
Wealthcare Advisory Partners
Pennsylvania
$59.4K -$10.3K -1,755 -15%
MC
78
Moors & Cabot
Massachusetts
$58.6K – – –
US Bancorp
79
US Bancorp
Minnesota
$41.1K – – –
HCM
80
Hollencrest Capital Management
California
$40.8K – – –
WTA
81
Washington Trust Advisors
Massachusetts
$38.1K – – –
SPIA
82
Steward Partners Investment Advisory
New York
$29.7K +$29.7K +5,068 New
GJWM
83
Gilliland Jeter Wealth Management
Arkansas
$26.1K +$26.1K +4,460 New
WAM
84
Wolverine Asset Management
Illinois
$20.5K -$229K -39,056 -92%
Comerica Bank
85
Comerica Bank
Texas
$13.1K – – –
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$10K -$11.5K -2,014 -54%
PWMG
87
Prestige Wealth Management Group
New Jersey
$8.48K – – –
BFP
88
Briaud Financial Planning
Texas
$6K +$6K +874 New
Bessemer Group
89
Bessemer Group
New Jersey
$4K -$1.06K -183 -21%
MWM
90
Mascoma Wealth Management
New Hampshire
$3.31K – – –
Citigroup
91
Citigroup
New York
$6 – – –
HighTower Advisors
92
HighTower Advisors
Illinois
– -$277K -49,889 Closed
Invesco
93
Invesco
Georgia
– -$279K -48,882 Closed
WAM
94
Weiss Asset Management
Massachusetts
– -$180K -31,445 Closed
RL
95
RPO LLC
Connecticut
– -$134K -23,502 Closed
SWM
96
SeaCrest Wealth Management
New York
– -$129K -22,650 Closed
FWM
97
Fairhaven Wealth Management
Illinois
– -$71.3K -12,488 Closed
PNC
98
Park National Corp
Ohio
– -$62.9K -11,019 Closed
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
– -$62.9K -11,011 Closed
IAP
100
Indie Asset Partners
Indiana
– -$61.6K -10,789 Closed
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4
5