We are live on ! Find out more
DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

32 hedge funds and large institutions have $16.8M invested in BNY Mellon Strategic Municipal Bond Fund in 2013 Q2 according to their latest regulatory filings, with 32 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

4.19% more ownership

Funds ownership: 0% → 4.19% (+4.2%)

Holders
32
Holders Change
+32
Holders Change %
–
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$3.84M +$4.16M +470,900 New
GC
2
Guggenheim Capital
Illinois
$2.7M +$2.93M +331,486 New
Morgan Stanley
3
Morgan Stanley
New York
$1.82M +$1.98M +223,873 New
N
4
Nuveen
North Carolina
$1.28M +$1.39M +156,976 New
Wells Fargo
5
Wells Fargo
California
$967K +$1.05M +118,635 New
LPL Financial
6
LPL Financial
California
$836K +$906K +102,606 New
HighTower Advisors
7
HighTower Advisors
Illinois
$787K +$852K +96,536 New
Invesco
8
Invesco
Georgia
$657K +$712K +80,599 New
RJA
9
Raymond James & Associates
Florida
$615K +$666K +75,483 New
PMG
10
ProVise Management Group
Florida
$469K +$509K +57,612 New
Bank of America
11
Bank of America
North Carolina
$381K +$413K +46,787 New
EFS
12
Essex Financial Services
Connecticut
$371K +$402K +45,569 New
DA
13
Doliver Advisors
Texas
$295K +$319K +36,165 New
M&T Bank
14
M&T Bank
New York
$282K +$305K +34,602 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$219K +$237K +26,890 New
VanEck Associates
16
VanEck Associates
New York
$217K +$235K +26,654 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$200K +$216K +24,506 New
HK
18
Horizon Kinetics
New York
$155K +$168K +19,074 New
PP
19
Paloma Partners
Connecticut
$127K +$138K +15,600 New
Jane Street
20
Jane Street
New York
$111K +$120K +13,619 New
U
21
UBS
Switzerland
$101K +$109K +12,373 New
TNBTD
22
Trustmark National Bank Trust Department
Mississippi
$101K +$110K +12,450 New
Creative Planning
23
Creative Planning
Kansas
$95K +$103K +11,704 New
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$68K +$74.2K +8,400 New
MFS
25
MSI Financial Services
Massachusetts
$19K +$20.1K +2,274 New
1
2

DSM Hedge Fund Activity: Q2 2013 in Review

32 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q2 2013, worth a combined $16.8M.

Buyers outnumbered sellers: 32 funds opened new DSM positions and 0 closed out — a net gain of 32 holders — while 0 added to existing stakes and 0 trimmed.

  • 32 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $16.8M of BNY Mellon Strategic Municipal Bond Fund stock for Q2 2013.
  • 32 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q2 2013 and 0 closed out, a net change of +32 holders.

Based on aggregated 13F filings for Q2 2013.