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DSM

BNY Mellon Strategic Municipal Bond Fund

72 hedge funds and large institutions have $38.8M invested in BNY Mellon Strategic Municipal Bond Fund in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

13% more capital invested

Capital invested by funds: $34.4M → $38.8M (+$4.45M)

11% more funds holding

Funds holding: 6572 (+7)

1.88% more ownership

Funds ownership: 6.83%8.71% (+1.9%)

Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
20
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Robinson Capital Management
Michigan
$5.31M +$4.93M +634,388 +594%
UBS Group
2
UBS Group
Switzerland
$2.56M -$218K -27,973 -7%
Ameriprise
3
Ameriprise
Minnesota
$2.42M +$589K +75,799 +29%
Morgan Stanley
4
Morgan Stanley
New York
$2.38M +$82.5K +10,604 +3%
GC
5
Guggenheim Capital
Illinois
$1.99M -$377K -48,528 -15%
WAM
6
Wolverine Asset Management
Illinois
$1.64M +$1.04M +133,255 +140%
RJA
7
Raymond James & Associates
Florida
$1.5M +$231K +29,653 +17%
N
8
Nuveen
North Carolina
$1.48M
VanEck Associates
9
VanEck Associates
New York
$1.42M +$264K +33,987 +21%
CIA
10
Capital Investment Advisors
Georgia
$1.37M +$94.3K +12,125 +7%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.25M -$30.5K -3,925 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.22M +$1.33M +170,485 New
AWA
13
Arete Wealth Advisors
Illinois
$1.06M +$22.3K +2,864 +2%
MIG
14
Mariner Investment Group
New York
$1.06M +$1.15M +148,329 New
Bank of America
15
Bank of America
North Carolina
$948K -$399K -51,340 -28%
LCM
16
Landscape Capital Management
New Jersey
$904K +$565K +72,616 +136%
PMG
17
ProVise Management Group
Florida
$683K -$70.4K -9,050 -9%
Wells Fargo
18
Wells Fargo
California
$640K +$124 +16 +0%
AA
19
AQR Arbitrage
Connecticut
$539K +$585K +75,171 New
WS
20
Wedbush Securities
California
$491K -$15.8K -2,036 -3%
LPL Financial
21
LPL Financial
California
$486K +$212K +27,318 +67%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$482K +$523K +67,203 New
LWAC
23
Laurel Wealth Advisors (California)
California
$475K
SIA
24
Sit Investment Associates
Minnesota
$432K +$156K +20,000 +50%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$431K +$90.2K +11,600 +24%

DSM Hedge Fund Activity: Q1 2020 in Review

72 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q1 2020, worth a combined $38.8M — up 13% from $34.4M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DSM positions and 7 closed out — a net gain of 9 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was Robinson Capital Management, adding an estimated $4.93M. The largest seller was Invesco, exiting entirely with an estimated $473K sold.

  • 72 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q1 2020, up from 65 in Q4 2019.
  • Funds reported $38.8M of BNY Mellon Strategic Municipal Bond Fund stock for Q1 2020, up 13% quarter-over-quarter.
  • 16 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q1 2020 and 7 closed out, a net change of +9 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q1 2020 was Robinson Capital Management, an estimated $4.93M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q1 2020 was Invesco, an estimated $473K sold.

Based on aggregated 13F filings for Q1 2020.