DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

80 hedge funds and large institutions have $62.9M invested in BNY Mellon Strategic Municipal Bond Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 15 closing their positions.

Holders
80
Holders Change
-6
Holders Change %
-6.98%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
20
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WP
1
Woodline Partners
California
$5.48M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.23M
3
UBS Group
3
UBS Group
Switzerland
$2.3M
4
RCM
4
Rivernorth Capital Management
Florida
$3.14M
5
CRC
5
Curi RMB Capital
Illinois
$638K

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$4.22M
2
CIA
2
Capital Investment Advisors
Georgia
$0
3
Ameriprise
3
Ameriprise
Minnesota
$1.27M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
OFG
5
OTA Financial Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.23M 1,203,782 +294,106 +32%
WP
2
Woodline Partners
California
$5.48M 912,059 +325,214 +55%
GC
3
Guggenheim Capital
Illinois
$5.24M 872,249 +42,132 +5%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$4.22M 702,824 -451,910 -39%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.95M 658,039 -9,274 -1%
RCM
6
Robinson Capital Management
Michigan
$3.54M 610,111 +5,974 +1%
SIA
7
Sit Investment Associates
Minnesota
$3.24M 538,920 +59,539 +12%
RCM
8
Rivernorth Capital Management
Florida
$3.14M 522,613 +167,941 +47%
LSC
9
Logan Stone Capital
Illinois
$2.76M 459,633 +62,313 +16%
UBS Group
10
UBS Group
Switzerland
$2.3M 382,972 +208,904 +120%
VanEck Associates
11
VanEck Associates
New York
$2.16M 359,885 +82,614 +30%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.41M 234,151 -20,208 -8%
Ameriprise
13
Ameriprise
Minnesota
$1.27M 208,655 -101,166 -33%
LPL Financial
14
LPL Financial
California
$1.25M 207,991 +54,047 +35%
SCM
15
Saba Capital Management
New York
$1.14M 189,587 +38,364 +25%
AA
16
AQR Arbitrage
Connecticut
$1.11M 185,280 +59,094 +47%
Invesco
17
Invesco
Georgia
$1.09M 181,717 -54,231 -23%
PAS
18
Park Avenue Securities
New York
$897K 149,172 -7,518 -5%
AWM
19
AE Wealth Management
Kansas
$724K 120,454 +2,239 +2%
Wells Fargo
20
Wells Fargo
California
$701K 116,710 +34,152 +41%
RJA
21
Raymond James & Associates
Florida
$650K 108,132 +2,770 +3%
CRC
22
Curi RMB Capital
Illinois
$638K 106,166 +106,166 New
RP
23
Riverbridge Partners
Minnesota
$616K 102,523 -684 -0.7%
AWA
24
Arete Wealth Advisors
Illinois
$481K 80,095 +80,095 New
MC
25
Moors & Cabot
Massachusetts
$451K 75,000 – –
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