DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

97 hedge funds and large institutions have $107M invested in BNY Mellon Strategic Municipal Bond Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$24.1M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$10.2M
3
AC
3
Almitas Capital
California
$3.32M
4
LPL Financial
4
LPL Financial
California
$3.91M
5
Wells Fargo
5
Wells Fargo
California
$2.37M

Top Sellers

1
LSC
1
Logan Stone Capital
Illinois
$4.34M
2
GC
2
Guggenheim Capital
Illinois
$4.31M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$235K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$158K
5
AA
5
AQR Arbitrage
Connecticut
$2.47M
Name Market Value Shares Shares
Change 		Shares
Change %
WFA
76
WMG Financial Advisors
Tennessee
$86.8K 14,620 +14,620 New
FPCP
77
Fort Point Capital Partners
California
$84.4K 14,204 +1,446 +11%
WS
78
Wedbush Securities
California
$80K 13,500 – –
ATWA
79
Arbor Trust Wealth Advisors
Michigan
$77.5K 13,000 +13,000 New
CCFM
80
Clear Creek Financial Management
Washington
$70.7K 11,910 – –
WAM
81
Wolverine Asset Management
Illinois
$66.7K 11,232 +7,732 +221%
Mariner
82
Mariner
Kansas
$61.4K 10,330 -9,455 -48%
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$60.2K 10,131 – –
SMC
84
Smith, Moore & Co
Missouri
$59.4K 10,000 -5,000 -33%
MC
85
Moors & Cabot
Massachusetts
$59.4K 10,000 – –
US Bancorp
86
US Bancorp
Minnesota
$41.6K 7,007 – –
GRP
87
Global Retirement Partners
California
$41.6K 7,000 +7,000 New
HCM
88
Hollencrest Capital Management
California
$41.4K 6,970 – –
SPIA
89
Steward Partners Investment Advisory
New York
$30.1K 5,068 – –
GJWM
90
Gilliland Jeter Wealth Management
Arkansas
$26.5K 4,460 – –
LIA
91
Luken Investment Analytics
Tennessee
$22.3K 3,751 +3,751 New
PWMG
92
Prestige Wealth Management Group
New Jersey
$8.6K 1,447 – –
BFP
93
Briaud Financial Planning
Texas
$5K 874 – –
Bessemer Group
94
Bessemer Group
New Jersey
$4K 664 -24 -3%
MWM
95
Mascoma Wealth Management
New Hampshire
$3.36K 565 – –
Citigroup
96
Citigroup
New York
$6 1 – –
KWA
97
Kingswood Wealth Advisors
California
– – -31,000 Closed
IAA
98
Ironsides Asset Advisors
North Carolina
– – -16,889 Closed
CBFP
99
Cedar Brook Financial Partners
Ohio
– – -15,768 Closed
MFG
100
MidWestOne Financial Group
Iowa
– – -12,214 Closed
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4
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