DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

95 hedge funds and large institutions have $91.8M invested in BNY Mellon Strategic Municipal Bond Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 12 closing their positions.

Holders
95
Holders Change
+5
Holders Change %
+5.56%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
34
Reduced
22
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$14.4M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$4.44M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$1.21M
4
LSC
4
Logan Stone Capital
Illinois
$5.51M
5
AC
5
Almitas Capital
California
$789K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.82M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.97M
4
WP
4
Woodline Partners
California
$0
5
GC
5
Guggenheim Capital
Illinois
$5.45M
Name Market Value Shares Shares
Change 		Shares
Change %
DAS
101
Dynamic Advisor Solutions
Arizona
– – -12,506 Closed
Truist Financial
102
Truist Financial
North Carolina
– – -12,055 Closed
AAS
103
Avantax Advisory Services
Texas
– – -10,553 Closed
SPIA
104
Steward Partners Investment Advisory
New York
– – -1,750 Closed
LFA
105
LGT Financial Advisors
Texas
– – -1,391 Closed
BFP
106
Briaud Financial Planning
Texas
– – -874 Closed
CFGS
107
Concourse Financial Group Securities
Alabama
– – – –
SA
108
Scarborough Advisors
Maryland
$0 729 +729 New
1 2 3 4
5