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DSM

BNY Mellon Strategic Municipal Bond Fund

86 hedge funds and large institutions have $58.3M invested in BNY Mellon Strategic Municipal Bond Fund in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

9% more capital invested

Capital invested by funds: $53.3M → $58.3M (+$5.02M)

5% more funds holding

Funds holding: 8286 (+4)

1.36% more ownership

Funds ownership: 19.05%20.41% (+1.4%)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
24
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$6.67M -$4.02M -710,131 -38%
Morgan Stanley
2
Morgan Stanley
New York
$5.26M +$2.1M +370,811 +69%
GC
3
Guggenheim Capital
Illinois
$4.8M -$1.04M -184,412 -18%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.86M +$159K +28,083 +4%
RCM
5
Robinson Capital Management
Michigan
$3.51M +$2.96M +524,072 +655%
WP
6
Woodline Partners
California
$3.39M +$3.32M +586,845 New
SIA
7
Sit Investment Associates
Minnesota
$2.77M +$158K +27,937 +6%
LSC
8
Logan Stone Capital
Illinois
$2.3M +$2.17M +383,520 +2,779%
RCM
9
Rivernorth Capital Management
Florida
$2.05M +$1.77M +312,299 +737%
Ameriprise
10
Ameriprise
Minnesota
$1.79M -$3.69M -653,210 -68%
VanEck Associates
11
VanEck Associates
New York
$1.6M +$280K +49,573 +22%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.47M +$552K +97,537 +62%
Invesco
13
Invesco
Georgia
$1.36M -$248K -43,861 -16%
CIA
14
Capital Investment Advisors
Georgia
$1.18M -$56.1K -9,925 -5%
UBS Group
15
UBS Group
Switzerland
$1.01M -$330K -58,281 -25%
PAS
16
Park Avenue Securities
New York
$906K +$46.9K +8,294 +6%
LPL Financial
17
LPL Financial
California
$890K -$1.25M -221,316 -59%
SCM
18
Saba Capital Management
New York
$874K +$855K +151,223 New
AA
19
AQR Arbitrage
Connecticut
$729K +$512K +90,553 +254%
AWM
20
AE Wealth Management
Kansas
$683K +$35.7K +6,320 +6%
ACA
21
Ackerman Capital Advisors
Texas
$640K +$232K +41,010 +59%
RJA
22
Raymond James & Associates
Florida
$609K -$506K -89,478 -46%
RP
23
Riverbridge Partners
Minnesota
$597K +$40.2K +7,104 +7%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$538K +$28.8K +5,100 +6%
Bank of America
25
Bank of America
North Carolina
$498K -$39.5K -6,982 -7%

DSM Hedge Fund Activity: Q4 2022 in Review

86 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q4 2022, worth a combined $58.3M — up 9.4% from $53.3M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DSM positions and 11 closed out — a net gain of 6 holders — while 24 added to existing stakes and 22 trimmed.

The largest buyer was Woodline Partners, opening a new position worth an estimated $3.32M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $4.02M.

  • 86 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q4 2022, up from 82 in Q3 2022.
  • Funds reported $58.3M of BNY Mellon Strategic Municipal Bond Fund stock for Q4 2022, up 9.4% quarter-over-quarter.
  • 17 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q4 2022 and 11 closed out, a net change of +6 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q4 2022 was Woodline Partners, an estimated $3.32M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q4 2022 was Hennion & Walsh Asset Management, an estimated $4.02M sold.

Based on aggregated 13F filings for Q4 2022.