DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

73 hedge funds and large institutions have $51.8M invested in BNY Mellon Strategic Municipal Bond Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
22
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$1.25M
2
LPL Financial
LPL Financial
California
$2.54M
3
PPA
Parametric Portfolio Associates
Washington
$2.07M
4
AWA
Arete Wealth Advisors
Illinois
$857K
5
UBS Group
UBS Group
Switzerland
$4.13M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$0
2
WAM
Wolverine Asset Management
Illinois
$629K
3
Baird Financial Group
Baird Financial Group
Wisconsin
$1.17M
4
CRC
Curi RMB Capital
Illinois
$0
5
Morgan Stanley
Morgan Stanley
New York
$2.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1
Robinson Capital Management
Michigan
$8.33M +$750K +95,175 +10%
UBS Group
2
UBS Group
Switzerland
$4.13M +$808K +102,711 +24%
Morgan Stanley
3
Morgan Stanley
New York
$2.67M -$161K -20,423 -6%
SIA
4
Sit Investment Associates
Minnesota
$2.67M +$70.8K +9,000 +3%
LPL Financial
5
LPL Financial
California
$2.54M +$1.22M +155,525 +93%
MIG
6
Mariner Investment Group
New York
$2.35M – – –
Ameriprise
7
Ameriprise
Minnesota
$2.09M -$83.8K -10,650 -4%
PPA
8
Parametric Portfolio Associates
Washington
$2.07M +$895K +113,730 +76%
VanEck Associates
9
VanEck Associates
New York
$1.77M +$67.9K +8,621 +4%
CIA
10
Capital Investment Advisors
Georgia
$1.5M -$638 -81 -0%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.48M -$77.9K -9,897 -5%
GC
12
Guggenheim Capital
Illinois
$1.46M +$685K +87,007 +89%
RJA
13
Raymond James & Associates
Florida
$1.25M -$137K -17,426 -10%
RCM
14
Rivernorth Capital Management
Florida
$1.25M +$1.25M +158,533 New
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.17M -$260K -33,048 -18%
AWA
16
Arete Wealth Advisors
Illinois
$857K +$857K +108,852 New
OWA
17
Opal Wealth Advisors
New York
$826K +$826K +104,925 New
Bank of America
18
Bank of America
North Carolina
$825K +$174K +22,133 +27%
CFB
19
Cullen/Frost Bankers
Texas
$787K – – –
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$781K +$60.3K +7,654 +8%
PAS
21
Park Avenue Securities
New York
$777K +$61.4K +7,809 +9%
Wells Fargo
22
Wells Fargo
California
$776K +$87.3K +11,100 +13%
KAS
23
Kestra Advisory Services
Texas
$755K +$755K +97,232 New
PMG
24
ProVise Management Group
Florida
$728K -$6.69K -850 -0.9%
WAM
25
Wolverine Asset Management
Illinois
$629K -$555K -70,568 -47%
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