DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

53 hedge funds and large institutions have $31.9M invested in BNY Mellon Strategic Municipal Bond Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$2.93M
2
YP
2
Yellowstone Partners
Idaho
$282K
3
AWA
3
Arete Wealth Advisors
Illinois
$2.49M
4
Ameriprise
4
Ameriprise
Minnesota
$1.65M
5
LCM
5
Laurion Capital Management
New York
$124K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$0
2
SIA
2
Sit Investment Associates
Minnesota
$2M
3
GC
3
Guggenheim Capital
Illinois
$6.22M
4
EFS
4
Essex Financial Services
Connecticut
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$6.22M 734,700 -53,114 -7%
Invesco
2
Invesco
Georgia
$2.93M 345,802 +125,274 +57%
AWA
3
Arete Wealth Advisors
Illinois
$2.49M 293,333 +29,676 +11%
UBS Group
4
UBS Group
Switzerland
$2.04M 240,262 -14,209 -6%
SIA
5
Sit Investment Associates
Minnesota
$2M 236,174 -100,819 -30%
Ameriprise
6
Ameriprise
Minnesota
$1.65M 194,185 +24,189 +14%
Nuveen Asset Management
7
Nuveen Asset Management
Illinois
$1.57M 185,172 – –
Morgan Stanley
8
Morgan Stanley
New York
$1.25M 147,114 -4,411 -3%
RJA
9
Raymond James & Associates
Florida
$1.18M 139,778 -148 -0.1%
PMG
10
ProVise Management Group
Florida
$1.04M 123,035 +6,762 +6%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$990K 116,931 -1,448 -1%
Wells Fargo
12
Wells Fargo
California
$875K 103,366 -3,839 -4%
VanEck Associates
13
VanEck Associates
New York
$748K 88,276 -5,777 -6%
Bank of America
14
Bank of America
North Carolina
$595K 70,168 +13,540 +24%
WAM
15
Wealthspire Advisors (Maryland)
Maryland
– – – –
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$444K 52,344 +2,826 +6%
CIA
17
Capital Investment Advisors
Georgia
$387K 45,710 -1,480 -3%
LWAC
18
Laurel Wealth Advisors (California)
California
$385K 45,570 +2,540 +6%
MIAN
19
Mariner Independent Advisor Network
Kansas
$375K 44,306 – –
M&T Bank
20
M&T Bank
New York
$293K 34,602 – –
IAMOG
21
Investors Asset Management of Georgia
Georgia
$284K 33,500 – –
YP
22
Yellowstone Partners
Idaho
$282K 33,236 +33,236 New
NPC
23
National Planning Corporation
California
$260K 30,749 +5,589 +22%
HCM
24
Hollencrest Capital Management
California
$235K 27,740 – –
RJFSA
25
Raymond James Financial Services Advisors
Florida
$228K 26,915 +1,731 +7%
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