DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

102 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 15 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% 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
15
Increased
29
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bulldog Investors
New Jersey
$12.2M
2
AC
2
Almitas Capital
California
$3.63M
3
WA
3
Whitebox Advisors
Minnesota
$3.6M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$14.4M
5
AAM
5
Advisors Asset Management
Colorado
$1.46M

Top Sellers

1
LSC
1
Logan Stone Capital
Illinois
$2.33M
2
RCM
2
Rivernorth Capital Management
Florida
$8.92M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$213K
4
AA
4
AQR Arbitrage
Connecticut
$1.11M
5
SIA
5
Sit Investment Associates
Minnesota
$3.01M
Name Market Value Shares Shares
Change 		Shares
Change %
RAM
76
Readystate Asset Management
Illinois
$78.3K 13,477 +13,477 New
MFG
77
MidWestOne Financial Group
Iowa
$71K 12,214 – –
CCFM
78
Clear Creek Financial Management
Washington
$69.2K 11,910 – –
SG
79
StoneX Group
New York
$63.3K 10,894 +10,894 New
Mariner
80
Mariner
Kansas
$60K 10,330 – –
WAP
81
Wealthcare Advisory Partners
Pennsylvania
$58.9K 10,131 – –
Nomura Holdings
82
Nomura Holdings
Japan
$58.1K 10,000 -8,622 -46%
MC
83
Moors & Cabot
Massachusetts
$58.1K 10,000 – –
SMC
84
Smith, Moore & Co
Missouri
$58.1K 10,000 – –
FFA
85
Farther Finance Advisors
California
$56.9K 9,800 -85,289 -90%
US Bancorp
86
US Bancorp
Minnesota
$40.7K 7,007 – –
GRP
87
Global Retirement Partners
California
$40.7K 7,000 – –
HCM
88
Hollencrest Capital Management
California
$40.5K 6,970 – –
EC
89
Elequin Capital
New York
$36.2K 6,232 +6,232 New
MCM
90
MAI Capital Management
Ohio
$35K 6,023 +6,023 New
SPIA
91
Steward Partners Investment Advisory
New York
$28.5K 4,897 – –
T
92
Transce3nd
Texas
$22.6K 3,884 +3,884 New
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$13K 2,187 +285 +15%
Bessemer Group
94
Bessemer Group
New Jersey
$9K 1,528 +625 +69%
AWM
95
Activest Wealth Management
Florida
$8.72K 1,500 – –
PWMG
96
Prestige Wealth Management Group
New Jersey
$8.41K 1,447 – –
DWM
97
Darwin Wealth Management
Florida
$5.81K 1,000 – –
BFP
98
Briaud Financial Planning
Texas
$5K 874 – –
MWM
99
Mascoma Wealth Management
New Hampshire
$3.28K 565 – –
TRCT
100
Tower Research Capital (TRC)
New York
$924 159 +30 +23%
1 2 3
4
5