We are live on ! Find out more
DSM

BNY Mellon Strategic Municipal Bond Fund

92 hedge funds and large institutions have $132M invested in BNY Mellon Strategic Municipal Bond Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.88% more ownership

Funds ownership: 45.69%47.58% (+1.9%)

7% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 29

4% less funds holding

Funds holding: 9692 (-4)

17% less capital invested

Capital invested by funds: $158M → $132M (-$26.3M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
92
Holders Change
-4
Holders Change %
-4.17%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
27
Reduced
29
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
76
Smith, Moore & Co
Missouri
$56K
Cerity Partners
77
Cerity Partners
New York
$56K +$56.1K +10,000 New
US Bancorp
78
US Bancorp
Minnesota
$39.2K
GRP
79
Global Retirement Partners
California
$39.2K +$39.3K +7,000 New
HCM
80
Hollencrest Capital Management
California
$39K
SWIM
81
Smallwood Wealth Investment Management
New Jersey
$36.2K
MCM
82
MAI Capital Management
Ohio
$33.7K
SPIA
83
Steward Partners Investment Advisory
New York
$26.6K -$779 -139 -3%
EB
84
Eastern Bank
Massachusetts
$19.3K
AWM
85
Activest Wealth Management
Florida
$8.4K
PWMG
86
Prestige Wealth Management Group
New Jersey
$8.1K
DWM
87
Darwin Wealth Management
Florida
$5.6K
BFP
88
Briaud Financial Planning
Texas
$4K
MWM
89
Mascoma Wealth Management
New Hampshire
$3.16K
EC
90
Elequin Capital
New York
$3.09K +$3.09K +551 New
Citigroup
91
Citigroup
New York
$6
AA
92
AQR Arbitrage
Connecticut
-$386K -66,816 Closed
AWM
93
Avior Wealth Management
Nebraska
-$269K -46,581 Closed
BEI
94
Benjamin Edwards Inc
Missouri
-$223K -38,649 Closed
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
-$196K -34,007 Closed
WAM
96
Wolverine Asset Management
Illinois
-$141K -24,409 Closed
LCM
97
Landscape Capital Management
New Jersey
-$123K -21,262 Closed
EAM
98
Everstar Asset Management
North Carolina
-$89.3K -15,468 Closed
SG
99
StoneX Group
New York
-$83K -14,376 Closed
AGA
100
Arkos Global Advisors
Texas
-$68K -11,752 Closed

DSM Hedge Fund Activity: Q2 2025 in Review

92 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q2 2025, worth a combined $132M — down 17% from $158M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of DSM and 8 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 27 added.

The largest buyer was Saba Capital Management, adding an estimated $5.06M. The largest seller was Whitebox Advisors, cutting an estimated $2.12M.

  • 92 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q2 2025, down from 96 in Q1 2025.
  • Funds reported $132M of BNY Mellon Strategic Municipal Bond Fund stock for Q2 2025, down 17% quarter-over-quarter.
  • 8 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q2 2025 and 11 closed out, a net change of -3 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q2 2025 was Saba Capital Management, an estimated $5.06M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q2 2025 was Whitebox Advisors, an estimated $2.12M sold.

Based on aggregated 13F filings for Q2 2025.