DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

47 hedge funds and large institutions have $26M invested in BNY Mellon Strategic Municipal Bond Fund in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
7
Increased
15
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
1
Samson Capital Advisors
New York
$3.31M
2
AIG
2
American International Group
New York
$2.82M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$298K
4
AWA
4
Arete Wealth Advisors
Illinois
$1.07M
5
Comerica Bank
5
Comerica Bank
Texas
$320K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
SIA
2
Sit Investment Associates
Minnesota
$3.34M
3
ACM
3
Aviance Capital Management
Florida
$0
4
CRC
4
Curi RMB Capital
Illinois
$0
5
DA
5
Doliver Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$3.34M 435,094 -49,299 -10%
SCA
2
Samson Capital Advisors
New York
$3.31M 430,893 +430,893 New
AIG
3
American International Group
New York
$2.82M 367,973 +117,125 +47%
Morgan Stanley
4
Morgan Stanley
New York
$2.56M 333,255 +19,344 +6%
LSA
5
Liberty Street Advisors
New York
$1.96M 255,738 +15,264 +6%
NCM
6
Newgate Capital Management
Connecticut
$1.93M 252,355 -3,662 -1%
AWA
7
Arete Wealth Advisors
Illinois
$1.07M 139,567 +25,311 +22%
Wells Fargo
8
Wells Fargo
California
$818K 106,698 -20,935 -16%
RJA
9
Raymond James & Associates
Florida
$763K 99,504 -6,169 -6%
HighTower Advisors
10
HighTower Advisors
Illinois
$677K 88,330 -500 -0.6%
LPL Financial
11
LPL Financial
California
$652K 84,763 -1,681 -2%
PMG
12
ProVise Management Group
Florida
$602K 78,442 +1,000 +1%
UBS Group
13
UBS Group
Switzerland
$543K 70,754 -238 -0.3%
VanEck Associates
14
VanEck Associates
New York
$487K 63,485 +6,365 +11%
Bank of America
15
Bank of America
North Carolina
$366K 47,793 -225 -0.5%
EFS
16
Essex Financial Services
Connecticut
$342K 44,567 +1,850 +4%
IAMOG
17
Investors Asset Management of Georgia
Georgia
$322K 42,000 -6,500 -13%
Comerica Bank
18
Comerica Bank
Texas
$320K 41,712 +20,856 +100%
CIA
19
Capital Investment Advisors
Georgia
$318K 41,515 -575 -1%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$298K 38,832 +38,832 New
M&T Bank
21
M&T Bank
New York
$287K 37,398 +2,796 +8%
SWP
22
Stratos Wealth Partners
Ohio
$276K 36,000 – –
LCM
23
Landscape Capital Management
New Jersey
$223K 29,121 +17,723 +155%
HCM
24
Hollencrest Capital Management
California
$213K 27,740 – –
YP
25
Yellowstone Partners
Idaho
$212K 27,636 – –
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