DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

70 hedge funds and large institutions have $68.8M invested in BNY Mellon Strategic Municipal Bond Fund in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
19
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$20.4M
2
LPL Financial
2
LPL Financial
California
$2.28M
3
CPIG
3
Chicago Partners Investment Group
Illinois
$881K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.49M
5
GC
5
Guggenheim Capital
Illinois
$2.35M

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$4.85M
2
Bank of America
2
Bank of America
North Carolina
$953K
3
PPA
3
Parametric Portfolio Associates
Washington
$2.41M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$21K
5
SIA
5
Sit Investment Associates
Minnesota
$2.21M
Name Market Value Shares Shares
Change 		Shares
Change %
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$20.4M 2,477,315 +202,144 +9%
RCM
2
Robinson Capital Management
Michigan
$4.85M 591,264 -295,292 -33%
UBS Group
3
UBS Group
Switzerland
$4.58M 556,921 +22,893 +4%
Morgan Stanley
4
Morgan Stanley
New York
$2.81M 341,460 -2,347 -0.7%
PPA
5
Parametric Portfolio Associates
Washington
$2.41M 292,947 -89,569 -23%
GC
6
Guggenheim Capital
Illinois
$2.35M 285,328 +49,876 +21%
Ameriprise
7
Ameriprise
Minnesota
$2.34M 283,284 +8,763 +3%
LPL Financial
8
LPL Financial
California
$2.28M 277,174 +89,245 +47%
SIA
9
Sit Investment Associates
Minnesota
$2.21M 268,471 -24,307 -8%
VanEck Associates
10
VanEck Associates
New York
$2.1M 254,778 +17,045 +7%
RCM
11
Rivernorth Capital Management
Florida
$1.64M 198,669 – –
CIA
12
Capital Investment Advisors
Georgia
$1.62M 197,369 +4,872 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.49M 180,506 +76,743 +74%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.45M 175,937 -8,729 -5%
RJA
15
Raymond James & Associates
Florida
$1.36M 164,931 -3,139 -2%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$1.29M 156,479 +1,678 +1%
AWA
17
Arete Wealth Advisors
Illinois
$1M 124,083 +6,614 +6%
Bank of America
18
Bank of America
North Carolina
$953K 115,788 -98,085 -46%
PAS
19
Park Avenue Securities
New York
$886K 107,657 +3,979 +4%
CPIG
20
Chicago Partners Investment Group
Illinois
$881K 106,949 +86,395 +420%
Wells Fargo
21
Wells Fargo
California
$814K 98,901 -6,486 -6%
PMG
22
ProVise Management Group
Florida
$779K 94,608 -150 -0.2%
OWA
23
Opal Wealth Advisors
New York
$729K 88,584 -13,007 -13%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$634K 77,080 +2 +0%
WS
25
Wedbush Securities
California
$564K 68,500 – –
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