DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

70 hedge funds and large institutions have $43.1M invested in BNY Mellon Strategic Municipal Bond Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
13
Increased
15
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFB
Cullen/Frost Bankers
Texas
$729K
2
MIG
Mariner Investment Group
New York
$2.18M
3
LPL Financial
LPL Financial
California
$1.22M
4
6M
6 Meridian
Kansas
$370K
5
RCM
Robinson Capital Management
Michigan
$7.01M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$0
2
SIA
Sit Investment Associates
Minnesota
$2.41M
3
GC
Guggenheim Capital
Illinois
$715K
4
AA
AQR Arbitrage
Connecticut
$278K
5
1WA
180 Wealth Advisors
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1
Robinson Capital Management
Michigan
$7.01M +$353K +48,396 +5%
UBS Group
2
UBS Group
Switzerland
$3.08M -$5.02K -688 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$2.62M -$152K -20,894 -5%
SIA
4
Sit Investment Associates
Minnesota
$2.41M -$677K -92,790 -22%
MIG
5
Mariner Investment Group
New York
$2.18M +$620K +85,008 +40%
Ameriprise
6
Ameriprise
Minnesota
$2.01M +$7.98K +1,096 +0.4%
VanEck Associates
7
VanEck Associates
New York
$1.57M -$13.6K -1,869 -0.9%
Nuveen Asset Management
8
Nuveen Asset Management
Illinois
$1.5M – – –
Osaic Holdings
9
Osaic Holdings
Arizona
$1.44M +$160K +22,008 +13%
CIA
10
Capital Investment Advisors
Georgia
$1.39M -$6.78K -930 -0.5%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.32M -$6.26K -859 -0.5%
RJA
12
Raymond James & Associates
Florida
$1.29M -$133K -18,288 -9%
LPL Financial
13
LPL Financial
California
$1.22M +$589K +80,748 +94%
WAM
14
Wolverine Asset Management
Illinois
$1.1M -$116K -15,872 -10%
PPA
15
Parametric Portfolio Associates
Washington
$1.09M +$57.7K +7,913 +6%
CFB
16
Cullen/Frost Bankers
Texas
$729K +$729K +100,000 New
GC
17
Guggenheim Capital
Illinois
$715K -$515K -70,627 -42%
PMG
18
ProVise Management Group
Florida
$681K +$1.86K +255 +0.3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$667K +$75.3K +10,329 +13%
PAS
20
Park Avenue Securities
New York
$663K +$75.2K +10,314 +13%
Wells Fargo
21
Wells Fargo
California
$639K +$53.4K +7,323 +9%
Bank of America
22
Bank of America
North Carolina
$603K -$62.1K -8,520 -9%
WS
23
Wedbush Securities
California
$499K – – –
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$474K +$8.74K +1,200 +2%
LWAC
25
Laurel Wealth Advisors (California)
California
$457K -$25.5K -3,500 -5%
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