DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

95 hedge funds and large institutions have $91.8M invested in BNY Mellon Strategic Municipal Bond Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 12 closing their positions.

Holders
95
Holders Change
+5
Holders Change %
+5.56%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
34
Reduced
22
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$14.4M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$7.92M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$4.44M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$1.21M
5
LSC
5
Logan Stone Capital
Illinois
$5.51M

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.82M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.97M
4
WP
4
Woodline Partners
California
$0
5
GC
5
Guggenheim Capital
Illinois
$5.45M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$14.4M 2,518,798 +1,543,053 +158%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$7.92M 1,387,209 +1,387,209 New
RCM
3
Rivernorth Capital Management
Florida
$7.52M 1,316,231 +94,563 +8%
Morgan Stanley
4
Morgan Stanley
New York
$6.97M 1,220,962 -345,119 -22%
LSC
5
Logan Stone Capital
Illinois
$5.51M 964,802 +182,066 +23%
GC
6
Guggenheim Capital
Illinois
$5.45M 954,988 -124,565 -12%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$4.44M 777,865 +233,977 +43%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.82M 669,666 -592,866 -47%
AA
9
AQR Arbitrage
Connecticut
$2.78M 487,301 +9,909 +2%
SIA
10
Sit Investment Associates
Minnesota
$2.76M 483,989 -22,188 -4%
BI
11
Bulldog Investors
New Jersey
$2.68M 468,928 +51,967 +12%
LPL Financial
12
LPL Financial
California
$2.51M 440,385 +91,164 +26%
UBS Group
13
UBS Group
Switzerland
$2.41M 421,530 +37,946 +10%
VanEck Associates
14
VanEck Associates
New York
$2.15M 376,578 +48,259 +15%
CIA
15
Capital Investment Advisors
Georgia
$1.73M 303,190 +16,722 +6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.25M 218,318 +3,550 +2%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$1.21M 211,189 +211,189 New
Wells Fargo
18
Wells Fargo
California
$928K 162,552 +71,513 +79%
PAS
19
Park Avenue Securities
New York
$921K 161,321 +9,594 +6%
LCM
20
Landscape Capital Management
New Jersey
$799K 139,973 +98,963 +241%
AC
21
Almitas Capital
California
$789K 138,197 +122,173 +762%
Ameriprise
22
Ameriprise
Minnesota
$738K 129,309 -4,296 -3%
RP
23
Riverbridge Partners
Minnesota
$589K 103,084 +1,060 +1%
RJA
24
Raymond James & Associates
Florida
$578K 101,154 -3,938 -4%
CRC
25
Curi RMB Capital
Illinois
$516K 90,296 – –
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