BNY Mellon Strategic Municipal Bond Fund
DSM
103 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 16 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
6% more capital invested
Capital invested by funds: $115M → $122M (+$7.25M)
5.18% more ownership
Funds ownership: 37.42% → 42.6% (+5.2%)
5% more funds holding
Funds holding: 98 → 103 (+5)
7% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$7.74M |
| 2 |
AC
Almitas Capital
Santa Monica,
California
|
+$3.78M |
| 3 |
WA
Whitebox Advisors
Minneapolis,
Minnesota
|
+$2.59M |
| 4 |
Pathstone Holdings
Englewood,
New Jersey
|
+$2.01M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$1.59M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$797K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$789K |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$691K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$657K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
101
Tower Research Capital (TRC)
New York
| $924 | +$181 | +30 | +23% |
|
102
Citigroup
New York
| $6 | – | – | – |
|
103
Fidelity Investments
Boston,
Massachusetts
| $6 | +$6 | +1 | New |
|
|
NMC
104
Nine Masts Capital
Central,
Hong Kong
| – | -$473K | -75,885 | Closed |
|
|
KWA
105
Kingswood Wealth Advisors
San Diego,
California
| – | -$193K | -31,000 | Closed |
|
|
KAS
106
Kestra Advisory Services
Austin,
Texas
| – | -$132K | -21,216 | Closed |
|
|
PMG
107
ProVise Management Group
Clearwater,
Florida
| – | -$118K | -19,120 | Closed |
|
108
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$113K | -18,100 | Closed |
|
|
WFA
109
WMG Financial Advisors
Knoxville,
Tennessee
| – | -$91.1K | -14,620 | Closed |
|
|
ATWA
110
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| – | -$77.5K | -13,000 | Closed |
|
|
GJWM
111
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| – | -$27.8K | -4,460 | Closed |
|
|
CAS
112
Coppell Advisory Solutions
Coppell,
Texas
| – | -$1.2K | -193 | Closed |
|
DSM Hedge Fund Activity: Q4 2024 in Review
103 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q4 2024, worth a combined $122M — up 6.3% from $115M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new DSM positions and 9 closed out — a net gain of 7 holders — while 29 added to existing stakes and 27 trimmed.
The largest buyer was Bulldog Investors, adding an estimated $7.74M. The largest seller was Logan Stone Capital, cutting an estimated $1.59M.
- 103 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q4 2024, up from 98 in Q3 2024.
- Funds reported $122M of BNY Mellon Strategic Municipal Bond Fund stock for Q4 2024, up 6.3% quarter-over-quarter.
- 16 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q4 2024 and 9 closed out, a net change of +7 holders.
- The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q4 2024 was Bulldog Investors, an estimated $7.74M added.
- The largest BNY Mellon Strategic Municipal Bond Fund seller in Q4 2024 was Logan Stone Capital, an estimated $1.59M sold.
Based on aggregated 13F filings for Q4 2024.