DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

81 hedge funds and large institutions have $53.1M invested in BNY Mellon Strategic Municipal Bond Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
81
Holders Change
-2
Holders Change %
-2.41%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
28
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$5.45M
2
SIA
2
Sit Investment Associates
Minnesota
$2.56M
3
MIG
3
Mariner Investment Group
New York
$837K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$498K
5
Invesco
5
Invesco
Georgia
$1.58M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$240K
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$10.6M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$3.05M
5
UBS Group
5
UBS Group
Switzerland
$1.32M
Name Market Value Shares Shares
Change 		Shares
Change %
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$10.6M 1,864,865 -176,941 -9%
GC
2
Guggenheim Capital
Illinois
$5.74M 1,014,529 +44,246 +5%
Ameriprise
3
Ameriprise
Minnesota
$5.45M 963,031 +234,083 +32%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.62M 639,230 -43,834 -6%
Morgan Stanley
5
Morgan Stanley
New York
$3.05M 538,865 -123,269 -19%
SIA
6
Sit Investment Associates
Minnesota
$2.56M 451,444 +200,175 +80%
LPL Financial
7
LPL Financial
California
$2.12M 375,260 +15,593 +4%
Invesco
8
Invesco
Georgia
$1.58M 279,809 +47,649 +21%
UBS Group
9
UBS Group
Switzerland
$1.32M 232,349 -49,333 -18%
VanEck Associates
10
VanEck Associates
New York
$1.29M 227,698 +10,329 +5%
CIA
11
Capital Investment Advisors
Georgia
$1.21M 213,648 +14,143 +7%
RJA
12
Raymond James & Associates
Florida
$1.1M 194,840 -2,584 -1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$888K 156,822 +3,880 +3%
PAS
14
Park Avenue Securities
New York
$840K 148,396 -1,766 -1%
MIG
15
Mariner Investment Group
New York
$837K 147,870 +127,870 +639%
AWA
16
Arete Wealth Advisors
Illinois
$814K 143,893 -5,087 -3%
AWM
17
AE Wealth Management
Kansas
$633K 111,895 +275 +0.2%
RP
18
Riverbridge Partners
Minnesota
$544K 96,103 +846 +0.9%
Bank of America
19
Bank of America
North Carolina
$527K 93,133 -1,218 -1%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$498K 88,028 +88,028 New
MML Investors Services
21
MML Investors Services
Massachusetts
$490K 86,512 +2,755 +3%
Wells Fargo
22
Wells Fargo
California
$478K 84,501 +14,199 +20%
RCM
23
Robinson Capital Management
Michigan
$456K 80,065 -7,782 -9%
PMG
24
ProVise Management Group
Florida
$405K 71,500 – –
ACA
25
Ackerman Capital Advisors
Texas
$395K 69,768 +43,234 +163%
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