We are live on ! Find out more
DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

96 hedge funds and large institutions have $158M invested in BNY Mellon Strategic Municipal Bond Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

42% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 26

29% more capital invested

Capital invested by funds: $122M → $158M (+$35.6M)

3.09% more ownership

Funds ownership: 42.6% → 45.69% (+3.1%)

7% less funds holding

Funds holding: 103 → 96 (-7)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
96
Holders Change
-7
Holders Change %
-6.8%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
37
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$3.79M
2
BI
Bulldog Investors
New Jersey
+$2.51M
3
AC
Almitas Capital
California
+$1.33M
4
WA
Whitebox Advisors
Minnesota
+$806K
5
Wells Fargo
Wells Fargo
California
+$779K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$963K
2
AA
AQR Arbitrage
Connecticut
-$729K
3
VanEck Associates
VanEck Associates
New York
-$492K
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$291K
5
SIA
Sit Investment Associates
Minnesota
-$265K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
76
MidWestOne Financial Group
Iowa
$70.5K – – –
AGA
77
Arkos Global Advisors
Texas
$68K -$131K -22,250 -65%
MML Investors Services
78
MML Investors Services
Massachusetts
$66K +$67.3K +11,434 New
PAW
79
Plan A Wealth
Nebraska
$60.6K – – –
Mariner
80
Mariner
Kansas
$59.6K – – –
WAP
81
Wealthcare Advisory Partners
Pennsylvania
$58.5K – – –
MC
82
Moors & Cabot
Massachusetts
$57.7K – – –
SMC
83
Smith, Moore & Co
Missouri
$57.7K – – –
US Bancorp
84
US Bancorp
Minnesota
$40.4K – – –
HCM
85
Hollencrest Capital Management
California
$40.2K – – –
SWIM
86
Smallwood Wealth Investment Management
New Jersey
$37.3K +$38K +6,460 New
MCM
87
MAI Capital Management
Ohio
$34.8K – – –
SPIA
88
Steward Partners Investment Advisory
New York
$28.3K – – –
EB
89
Eastern Bank
Massachusetts
$19.9K +$20.3K +3,441 New
AWM
90
Activest Wealth Management
Florida
$8.65K – – –
PWMG
91
Prestige Wealth Management Group
New Jersey
$8.35K – – –
DWM
92
Darwin Wealth Management
Florida
$5.81K – – –
Bank of America
93
Bank of America
North Carolina
$5.46K -$196K -33,318 -97%
BFP
94
Briaud Financial Planning
Texas
$5K – – –
MWM
95
Mascoma Wealth Management
New Hampshire
$3.26K – – –
Citigroup
96
Citigroup
New York
$6 – – –
Focus Partners Wealth
97
Focus Partners Wealth
Massachusetts
– -$291K -50,000 Closed
LF
98
Lee Financial
Texas
– -$168K -29,000 Closed
RAM
99
Readystate Asset Management
Illinois
– -$78.3K -13,477 Closed
CCFM
100
Clear Creek Financial Management
Washington
– -$69.2K -11,910 Closed
1 2 3
4
5

DSM Hedge Fund Activity: Q1 2025 in Review

96 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q1 2025, worth a combined $158M — up 29% from $122M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DSM and 6 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 37 added.

The largest buyer was Pathstone Holdings, adding an estimated $3.79M. The largest seller was Morgan Stanley, cutting an estimated $963K.

  • 96 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q1 2025, down from 103 in Q4 2024.
  • Funds reported $158M of BNY Mellon Strategic Municipal Bond Fund stock for Q1 2025, up 29% quarter-over-quarter.
  • 6 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q1 2025 and 12 closed out, a net change of -6 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q1 2025 was Pathstone Holdings, an estimated $3.79M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q1 2025 was Morgan Stanley, an estimated $963K sold.

Based on aggregated 13F filings for Q1 2025.