DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

51 hedge funds and large institutions have $31.1M invested in BNY Mellon Strategic Municipal Bond Fund in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$879K
2
Ameriprise
Ameriprise
Minnesota
$798K
3
UBS Group
UBS Group
Switzerland
$2.23M
4
GC
Guggenheim Capital
Illinois
$6.36M
5
RJA
Raymond James & Associates
Florida
$1.14M

Top Sellers

1
LCM
Laurion Capital Management
New York
$0
2
SIA
Sit Investment Associates
Minnesota
$3.54M
3
DA
Doliver Advisors
Texas
$238K
4
MIAN
Mariner Independent Advisor Network
Kansas
$0
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$6.36M +$372K +44,910 +6%
SIA
2
Sit Investment Associates
Minnesota
$3.54M -$617K -74,557 -15%
UBS Group
3
UBS Group
Switzerland
$2.23M +$637K +76,901 +40%
AWA
4
Arete Wealth Advisors
Illinois
$2.15M -$55K -6,639 -2%
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$1.53M – – –
AAM
6
Advisors Asset Management
Colorado
$1.34M -$103K -12,446 -7%
RJA
7
Raymond James & Associates
Florida
$1.14M +$167K +20,118 +17%
Morgan Stanley
8
Morgan Stanley
New York
$1.12M +$69.6K +8,406 +7%
Wells Fargo
9
Wells Fargo
California
$1.02M +$101K +12,169 +11%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$982K -$179K -21,632 -15%
PMG
11
ProVise Management Group
Florida
$897K +$19.6K +2,365 +2%
Invesco
12
Invesco
Georgia
$879K +$879K +106,187 New
Ameriprise
13
Ameriprise
Minnesota
$798K +$679K +97,643 +571%
HighTower Advisors
14
HighTower Advisors
Illinois
$742K -$4.95K -600 -0.7%
Bank of America
15
Bank of America
North Carolina
$718K +$60.2K +7,270 +9%
VanEck Associates
16
VanEck Associates
New York
$673K +$29.5K +3,562 +5%
LPL Financial
17
LPL Financial
California
$632K +$108K +12,975 +21%
CIA
18
Capital Investment Advisors
Georgia
$401K -$5.67K -685 -1%
LWAC
19
Laurel Wealth Advisors (California)
California
$334K – – –
M&T Bank
20
M&T Bank
New York
$287K – – –
IAMOG
21
Investors Asset Management of Georgia
Georgia
$277K -$16.5K -2,000 -6%
EFS
22
Essex Financial Services
Connecticut
$250K – – –
DA
23
Doliver Advisors
Texas
$238K -$534K -64,378 -69%
HCM
24
Hollencrest Capital Management
California
$230K – – –
EDRIA
25
Edmonds Duncan Registered Investment Advisors
Kansas
$209K – – –
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