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DSM

BNY Mellon Strategic Municipal Bond Fund

85 hedge funds and large institutions have $152M invested in BNY Mellon Strategic Municipal Bond Fund in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

8% more capital invested

Capital invested by funds: $141M → $152M (+$11.1M)

0.26% more ownership

Funds ownership: 48.76%49.01% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 9185 (-6)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
85
Holders Change
-6
Holders Change %
-6.59%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
28
Reduced
21
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
76
MAI Capital Management
Ohio
$37.2K
EB
77
Eastern Bank
Massachusetts
$30.9K +$9.35K +1,562 +45%
SPIA
78
Steward Partners Investment Advisory
New York
$29.4K
KAS
79
Kestra Advisory Services
Texas
$23K +$22.3K +3,733 New
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$16K +$12.4K +2,070 +414%
KG
81
Kilter Group
New York
$13.3K +$197 +33 +2%
PWMG
82
Prestige Wealth Management Group
New Jersey
$8.93K
DWM
83
Darwin Wealth Management
Florida
$6.17K
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$3.08K +$2.99K +500 New
Citigroup
85
Citigroup
New York
$6
WA
86
Whitebox Advisors
Minnesota
-$1.98M -335,217 Closed
SAI
87
Savvy Advisors Inc
New York
-$427K -72,059 Closed
Bank of New York Mellon
88
Bank of New York Mellon
New York
-$362K -61,178 Closed
IWC
89
Integrated Wealth Concepts
Massachusetts
-$221K -37,340 Closed
LF
90
Lee Financial
Texas
-$172K -29,000 Closed
MWM
91
Modern Wealth Management
Kansas
-$140K -23,593 Closed
MC
92
Matisse Capital
Oregon
-$115K -19,352 Closed
WS
93
Wedbush Securities
California
-$108K -18,300 Closed
AO
94
Advisor OS
Illinois
-$96.7K -16,341 Closed
Citadel Advisors
95
Citadel Advisors
Florida
-$87.9K -14,856 Closed
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
-$81K -13,737 Closed
Nomura Holdings
97
Nomura Holdings
Japan
-$74K -12,500 Closed
GRP
98
Global Retirement Partners
California
-$41.4K -7,000 Closed
AWM
99
Activest Wealth Management
Florida
-$8.88K -1,500 Closed
MWM
100
Mascoma Wealth Management
New Hampshire
-$3.35K -565 Closed