DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

46 hedge funds and large institutions have $25.7M invested in BNY Mellon Strategic Municipal Bond Fund in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
46
Holders Change
-4
Holders Change %
-8%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
21
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LSA
1
Liberty Street Advisors
New York
$1.95M
2
SIA
2
Sit Investment Associates
Minnesota
$3.92M
3
AIG
3
American International Group
New York
$2.03M
4
AWA
4
Arete Wealth Advisors
Illinois
$924K
5
CRC
5
Curi RMB Capital
Illinois
$197K

Top Sellers

1
MIG
1
Mariner Investment Group
New York
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
VKH
3
Virtu KCG Holdings
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$388K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$136K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$3.92M 484,393 +160,727 +50%
Morgan Stanley
2
Morgan Stanley
New York
$2.54M 313,911 +18,511 +6%
NCM
3
Newgate Capital Management
Connecticut
$2.07M 256,017 +9,991 +4%
AIG
4
American International Group
New York
$2.03M 250,848 +60,750 +32%
LSA
5
Liberty Street Advisors
New York
$1.95M 240,474 +170,258 +242%
Nuveen Asset Management
6
Nuveen Asset Management
Illinois
$1.77M 218,117 – –
Wells Fargo
7
Wells Fargo
California
$1.03M 127,633 +1,001 +0.8%
AWA
8
Arete Wealth Advisors
Illinois
$924K 114,256 +28,256 +33%
RJA
9
Raymond James & Associates
Florida
$855K 105,673 -7,573 -7%
HighTower Advisors
10
HighTower Advisors
Illinois
$719K 88,830 -1,242 -1%
LPL Financial
11
LPL Financial
California
$696K 86,444 +6,570 +8%
PMG
12
ProVise Management Group
Florida
$626K 77,442 +6,050 +8%
UBS Group
13
UBS Group
Switzerland
$574K 70,992 +8,725 +14%
VanEck Associates
14
VanEck Associates
New York
$462K 57,120 +15,901 +39%
WAM
15
Wolverine Asset Management
Illinois
$441K 54,634 +353 +0.7%
IAMOG
16
Investors Asset Management of Georgia
Georgia
$392K 48,500 – –
Bank of America
17
Bank of America
North Carolina
$388K 48,018 -20,778 -30%
EFS
18
Essex Financial Services
Connecticut
$346K 42,717 -2,500 -6%
CIA
19
Capital Investment Advisors
Georgia
$341K 42,090 – –
B
20
Baird
Wisconsin
$305K 37,731 -5,532 -13%
SWP
21
Stratos Wealth Partners
Ohio
$291K 36,000 – –
M&T Bank
22
M&T Bank
New York
$280K 34,602 – –
ACM
23
Aviance Capital Management
Florida
$240K 29,645 +453 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$232K 28,619 +2,211 +8%
YP
25
Yellowstone Partners
Idaho
$224K 27,636 – –
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