DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

68 hedge funds and large institutions have $65.5M invested in BNY Mellon Strategic Municipal Bond Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 13 closing their positions.

Holders
68
Holders Change
-5
Holders Change %
-6.85%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
26
Reduced
11
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$17.8M
2
PPA
2
Parametric Portfolio Associates
Washington
$3M
3
Bank of America
3
Bank of America
North Carolina
$1.67M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$587K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$604K

Top Sellers

1
MIG
1
Mariner Investment Group
New York
$0
2
RCM
2
Robinson Capital Management
Michigan
$7M
3
LPL Financial
3
LPL Financial
California
$1.47M
4
CFB
4
Cullen/Frost Bankers
Texas
$0
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$17.8M 2,275,171 +2,275,171 New
RCM
2
Robinson Capital Management
Michigan
$7M 886,556 -169,887 -16%
UBS Group
3
UBS Group
Switzerland
$4.18M 534,028 +9,136 +2%
PPA
4
Parametric Portfolio Associates
Washington
$3M 382,516 +119,489 +45%
Morgan Stanley
5
Morgan Stanley
New York
$2.69M 343,807 +4,694 +1%
SIA
6
Sit Investment Associates
Minnesota
$2.29M 292,778 -46,208 -14%
Ameriprise
7
Ameriprise
Minnesota
$2.15M 274,521 +8,986 +3%
VanEck Associates
8
VanEck Associates
New York
$1.86M 237,733 +13,474 +6%
GC
9
Guggenheim Capital
Illinois
$1.84M 235,452 +50,363 +27%
Bank of America
10
Bank of America
North Carolina
$1.67M 213,873 +109,036 +104%
RCM
11
Rivernorth Capital Management
Florida
$1.56M 198,669 +40,136 +25%
CIA
12
Capital Investment Advisors
Georgia
$1.51M 192,497 +1,414 +0.7%
LPL Financial
13
LPL Financial
California
$1.47M 187,929 -134,301 -42%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.45M 184,666 -3,105 -2%
RJA
15
Raymond James & Associates
Florida
$1.32M 168,070 +8,903 +6%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$1.21M 154,801 +6,687 +5%
AWA
17
Arete Wealth Advisors
Illinois
$920K 117,469 +8,617 +8%
Wells Fargo
18
Wells Fargo
California
$825K 105,387 +6,700 +7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$812K 103,763 +4,561 +5%
PAS
20
Park Avenue Securities
New York
$812K 103,678 +4,904 +5%
OWA
21
Opal Wealth Advisors
New York
$795K 101,591 -3,334 -3%
PMG
22
ProVise Management Group
Florida
$742K 94,758 +2,200 +2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$604K 77,078 +51,798 +205%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$587K 74,933 +74,933 New
WS
25
Wedbush Securities
California
$536K 68,500 – –
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