DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

58 hedge funds and large institutions have $34.2M invested in BNY Mellon Strategic Municipal Bond Fund in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 14 closing their positions.

Holders
58
Holders Change
-6
Holders Change %
-9.38%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
14
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.75M
2
UBS Group
2
UBS Group
Switzerland
$3.26M
3
LWAC
3
Laurel Wealth Advisors (California)
California
$941K
4
BSW
4
Buckingham Strategic Wealth
Missouri
$382K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$1.52M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$509K
2
RCM
2
Robinson Capital Management
Michigan
$0
3
DFG
3
Delphi Financial Group
Delaware
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$211K
5
VanEck Associates
5
VanEck Associates
New York
$1.25M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$3.26M 387,842 +78,806 +26%
GC
2
Guggenheim Capital
Illinois
$2.81M 333,879 -15,251 -4%
Morgan Stanley
3
Morgan Stanley
New York
$2.52M 299,526 +19,972 +7%
Ameriprise
4
Ameriprise
Minnesota
$2.19M 259,883 +26,269 +11%
Bank of America
5
Bank of America
North Carolina
$1.75M 208,271 +81,021 +64%
Nuveen Asset Management
6
Nuveen Asset Management
Illinois
$1.73M 205,785 – –
Baird Financial Group
7
Baird Financial Group
Wisconsin
$1.52M 180,080 +41,554 +30%
CIA
8
Capital Investment Advisors
Georgia
$1.51M 180,049 -91 -0.1%
RJA
9
Raymond James & Associates
Florida
$1.43M 170,310 -7,523 -4%
VanEck Associates
10
VanEck Associates
New York
$1.25M 148,784 -15,485 -9%
AWA
11
Arete Wealth Advisors
Illinois
$1.05M 124,653 -1,049 -0.8%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.03M 122,821 +3,813 +3%
LWAC
13
Laurel Wealth Advisors (California)
California
$941K 111,853 +51,724 +86%
PMG
14
ProVise Management Group
Florida
$874K 103,953 -2,175 -2%
COLIM
15
City of London Investment Management
United Kingdom
$778K 92,101 – –
Wells Fargo
16
Wells Fargo
California
$710K 84,365 +11,574 +16%
Invesco
17
Invesco
Georgia
$618K 73,433 -577 -0.8%
LPL Financial
18
LPL Financial
California
$608K 72,281 +3,587 +5%
WS
19
Wedbush Securities
California
$593K 70,536 – –
SIA
20
Sit Investment Associates
Minnesota
$509K 60,570 -207,383 -77%
BSW
21
Buckingham Strategic Wealth
Missouri
$382K 45,467 +45,467 New
DAS
22
Dynamic Advisor Solutions
Arizona
$349K 41,518 +7,282 +21%
NL
23
NWAM LLC
Washington
$338K 40,213 +40,213 New
AG
24
Advisor Group
Arizona
$320K 38,000 +3,005 +9%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$315K 37,495 -4,773 -11%
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