DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

52 hedge funds and large institutions have $32M invested in BNY Mellon Strategic Municipal Bond Fund in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$2.54M
2
GC
2
Guggenheim Capital
Illinois
$5.82M
3
DA
3
Doliver Advisors
Texas
$749K
4
RJA
4
Raymond James & Associates
Florida
$943K
5
UBS Group
5
UBS Group
Switzerland
$1.55M

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$0
2
VanEck Associates
2
VanEck Associates
New York
$624K
3
AAM
3
Advisors Asset Management
Colorado
$1.4M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
LNWWM
5
Laird Norton Wetherby Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$5.82M 723,477 +150,634 +26%
SIA
2
Sit Investment Associates
Minnesota
$4.04M 502,132 +22,653 +5%
LCM
3
Laurion Capital Management
New York
$2.54M 315,470 +315,470 New
AWA
4
Arete Wealth Advisors
Illinois
$2.14M 266,082 -207 -0.1%
UBS Group
5
UBS Group
Switzerland
$1.55M 192,348 +27,597 +17%
Nuveen Asset Management
6
Nuveen Asset Management
Illinois
$1.49M 185,172 – –
AAM
7
Advisors Asset Management
Colorado
$1.4M 173,977 -15,931 -8%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$1.13M 140,225 -9,435 -6%
Morgan Stanley
9
Morgan Stanley
New York
$1.02M 126,373 -659 -0.5%
RJA
10
Raymond James & Associates
Florida
$943K 117,249 +28,041 +31%
Wells Fargo
11
Wells Fargo
California
$892K 110,985 +3,040 +3%
PMG
12
ProVise Management Group
Florida
$853K 106,072 +2,450 +2%
DA
13
Doliver Advisors
Texas
$749K 93,093 +93,093 New
HighTower Advisors
14
HighTower Advisors
Illinois
$724K 90,504 +5,169 +6%
Bank of America
15
Bank of America
North Carolina
$639K 79,465 +18,679 +31%
VanEck Associates
16
VanEck Associates
New York
$624K 77,659 -33,917 -30%
LPL Financial
17
LPL Financial
California
$506K 62,666 -6,631 -10%
CIA
18
Capital Investment Advisors
Georgia
$395K 49,175 – –
MIAN
19
Mariner Independent Advisor Network
Kansas
$356K 44,306 – –
LWAC
20
Laurel Wealth Advisors (California)
California
$325K 40,450 – –
IAMOG
21
Investors Asset Management of Georgia
Georgia
$285K 35,500 -4,000 -10%
M&T Bank
22
M&T Bank
New York
$278K 34,602 – –
SMC
23
Smith, Moore & Co
Missouri
$256K 31,884 – –
EFS
24
Essex Financial Services
Connecticut
$243K 30,217 – –
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$241K 30,000 – –
1
2 3