We are live on ! Find out more
DSM

BNY Mellon Strategic Municipal Bond Fund

103 hedge funds and large institutions have $122M invested in BNY Mellon Strategic Municipal Bond Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $115M → $122M (+$7.25M)

5.18% more ownership

Funds ownership: 37.42%42.6% (+5.2%)

5% more funds holding

Funds holding: 98103 (+5)

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

Holders
103
Holders Change
+5
Holders Change %
+5.1%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
29
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
76
Readystate Asset Management
Illinois
$78.3K +$81.4K +13,477 New
MFG
77
MidWestOne Financial Group
Iowa
$71K
CCFM
78
Clear Creek Financial Management
Washington
$69.2K
SG
79
StoneX Group
New York
$63.3K +$65.8K +10,894 New
PAW
80
Plan A Wealth
Nebraska
$61K +$63.4K +10,500 New
Mariner
81
Mariner
Kansas
$60K
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$58.9K
Nomura Holdings
83
Nomura Holdings
Japan
$58.1K -$52.1K -8,622 -46%
MC
84
Moors & Cabot
Massachusetts
$58.1K
SMC
85
Smith, Moore & Co
Missouri
$58.1K
FFA
86
Farther Finance Advisors
California
$56.9K -$515K -85,289 -90%
US Bancorp
87
US Bancorp
Minnesota
$40.7K
GRP
88
Global Retirement Partners
California
$40.7K
HCM
89
Hollencrest Capital Management
California
$40.5K
EC
90
Elequin Capital
New York
$36.2K +$37.7K +6,232 New
MCM
91
MAI Capital Management
Ohio
$35K +$36.4K +6,023 New
SPIA
92
Steward Partners Investment Advisory
New York
$28.5K
T
93
Transce3nd
Texas
$22.6K +$23.5K +3,884 New
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$13K +$1.72K +285 +15%
Bessemer Group
95
Bessemer Group
New Jersey
$9K +$3.78K +625 +69%
AWM
96
Activest Wealth Management
Florida
$8.71K
PWMG
97
Prestige Wealth Management Group
New Jersey
$8.41K
DWM
98
Darwin Wealth Management
Florida
$5.81K
BFP
99
Briaud Financial Planning
Texas
$5K
MWM
100
Mascoma Wealth Management
New Hampshire
$3.28K

DSM Hedge Fund Activity: Q4 2024 in Review

103 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q4 2024, worth a combined $122M — up 6.3% from $115M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DSM positions and 9 closed out — a net gain of 7 holders — while 29 added to existing stakes and 27 trimmed.

The largest buyer was Bulldog Investors, adding an estimated $7.74M. The largest seller was Logan Stone Capital, cutting an estimated $1.59M.

  • 103 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q4 2024, up from 98 in Q3 2024.
  • Funds reported $122M of BNY Mellon Strategic Municipal Bond Fund stock for Q4 2024, up 6.3% quarter-over-quarter.
  • 16 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q4 2024 and 9 closed out, a net change of +7 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q4 2024 was Bulldog Investors, an estimated $7.74M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q4 2024 was Logan Stone Capital, an estimated $1.59M sold.

Based on aggregated 13F filings for Q4 2024.