DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

79 hedge funds and large institutions have $69.9M invested in BNY Mellon Strategic Municipal Bond Fund in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 10 closing their positions.

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
21
Reduced
10
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$22.9M
2
GC
2
Guggenheim Capital
Illinois
$4.61M
3
CWG
3
Crown Wealth Group
North Carolina
$705K
4
Invesco
4
Invesco
Georgia
$1.49M
5
CMS
5
Capital Market Strategies
Florida
$480K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$366K
3
KAS
3
Kestra Advisory Services
Texas
$0
4
CPIG
4
Chicago Partners Investment Group
Illinois
$237K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$204K
Name Market Value Shares Shares
Change 		Shares
Change %
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$22.9M 2,743,163 +354,368 +15%
UBS Group
2
UBS Group
Switzerland
$4.83M 578,850 +1,325 +0.2%
GC
3
Guggenheim Capital
Illinois
$4.61M 551,598 +137,006 +33%
Morgan Stanley
4
Morgan Stanley
New York
$3.3M 395,117 +50,341 +15%
SIA
5
Sit Investment Associates
Minnesota
$2.68M 320,741 +9,803 +3%
Ameriprise
6
Ameriprise
Minnesota
$2.34M 280,141 -123 -0%
LPL Financial
7
LPL Financial
California
$2.26M 270,350 +45,357 +20%
VanEck Associates
8
VanEck Associates
New York
$2.09M 249,666 -12,815 -5%
RCM
9
Rivernorth Capital Management
Florida
$1.95M 232,953 +30,378 +15%
RJA
10
Raymond James & Associates
Florida
$1.67M 200,461 -1,554 -0.8%
CIA
11
Capital Investment Advisors
Georgia
$1.66M 198,350 – –
Invesco
12
Invesco
Georgia
$1.49M 178,616 +72,572 +68%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.41M 169,192 -2,025 -1%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.39M 166,550 +12,495 +8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.1M 131,431 +12,956 +11%
AWA
16
Arete Wealth Advisors
Illinois
$1.08M 128,860 +2,635 +2%
PAS
17
Park Avenue Securities
New York
$1.07M 128,010 +12,757 +11%
PMG
18
ProVise Management Group
Florida
$762K 91,265 -1,700 -2%
Bank of America
19
Bank of America
North Carolina
$737K 88,197 +12,750 +17%
CWG
20
Crown Wealth Group
North Carolina
$705K 84,432 +84,432 New
MML Investors Services
21
MML Investors Services
Massachusetts
$653K 78,217 +4,285 +6%
Wells Fargo
22
Wells Fargo
California
$651K 77,952 – –
WS
23
Wedbush Securities
California
$495K 59,300 – –
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$494K 59,112 +5,186 +10%
CMS
25
Capital Market Strategies
Florida
$480K 57,475 +57,475 New
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