DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

98 hedge funds and large institutions have $115M invested in BNY Mellon Strategic Municipal Bond Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 11 closing their positions.

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
30
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$13.3M
2
BI
2
Bulldog Investors
New Jersey
$5.12M
3
RCM
3
Rivernorth Capital Management
Florida
$10.4M
4
1CP
4
1607 Capital Partners
Virginia
$1.21M
5
GC
5
Guggenheim Capital
Illinois
$5.44M

Top Sellers

1
AC
1
Almitas Capital
California
$0
2
UBS Group
2
UBS Group
Switzerland
$761K
3
RCM
3
Robinson Capital Management
Michigan
$0
4
AA
4
AQR Arbitrage
Connecticut
$1.9M
5
CRC
5
Curi RMB Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
76
MidWestOne Financial Group
Iowa
$76.1K 12,214 +12,214 New
CCFM
77
Clear Creek Financial Management
Washington
$74.2K 11,910 – –
WAM
78
Wolverine Asset Management
Illinois
$67.3K 10,807 -425 -4%
Mariner
79
Mariner
Kansas
$64.4K 10,330 – –
WAP
80
Wealthcare Advisory Partners
Pennsylvania
$63.1K 10,131 – –
MC
81
Moors & Cabot
Massachusetts
$62.3K 10,000 – –
SMC
82
Smith, Moore & Co
Missouri
$62.3K 10,000 – –
US Bancorp
83
US Bancorp
Minnesota
$43.7K 7,007 – –
GRP
84
Global Retirement Partners
California
$43.6K 7,000 – –
HCM
85
Hollencrest Capital Management
California
$43.4K 6,970 – –
SPIA
86
Steward Partners Investment Advisory
New York
$30.5K 4,897 -171 -3%
GJWM
87
Gilliland Jeter Wealth Management
Arkansas
$27.8K 4,460 – –
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$12K 1,902 +1,902 New
AWM
89
Activest Wealth Management
Florida
$9.35K 1,500 +1,500 New
PWMG
90
Prestige Wealth Management Group
New Jersey
$9.04K 1,447 – –
Bank of America
91
Bank of America
North Carolina
$9.01K 1,446 -19,500 -93%
DWM
92
Darwin Wealth Management
Florida
$6.23K 1,000 +1,000 New
Bessemer Group
93
Bessemer Group
New Jersey
$6K 903 +239 +36%
BFP
94
Briaud Financial Planning
Texas
$5K 874 – –
MWM
95
Mascoma Wealth Management
New Hampshire
$3.52K 565 – –
CAS
96
Coppell Advisory Solutions
Texas
$1.2K 193 +193 New
TRCT
97
Tower Research Capital (TRC)
New York
$804 129 +129 New
Citigroup
98
Citigroup
New York
$6 1 – –
AC
99
Almitas Capital
California
– – -559,398 Closed
RCM
100
Robinson Capital Management
Michigan
– – -164,148 Closed
1 2 3
4
5