DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

97 hedge funds and large institutions have $107M invested in BNY Mellon Strategic Municipal Bond Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$24.1M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$10.2M
3
AC
3
Almitas Capital
California
$3.32M
4
LPL Financial
4
LPL Financial
California
$3.91M
5
Wells Fargo
5
Wells Fargo
California
$2.37M

Top Sellers

1
LSC
1
Logan Stone Capital
Illinois
$4.34M
2
GC
2
Guggenheim Capital
Illinois
$4.31M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$235K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$158K
5
AA
5
AQR Arbitrage
Connecticut
$2.47M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$24.1M 4,065,601 +984,372 +32%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$10.2M 1,713,352 +332,752 +24%
RCM
3
Rivernorth Capital Management
Florida
$8.71M 1,465,772 -21,911 -1%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$6.9M 1,162,255 +113,782 +11%
LSC
5
Logan Stone Capital
Illinois
$4.34M 730,727 -200,783 -22%
GC
6
Guggenheim Capital
Illinois
$4.31M 725,211 -129,893 -15%
Morgan Stanley
7
Morgan Stanley
New York
$3.92M 660,045 +45,248 +7%
LPL Financial
8
LPL Financial
California
$3.91M 658,130 +245,517 +60%
SIA
9
Sit Investment Associates
Minnesota
$3.4M 572,719 +45,457 +9%
AC
10
Almitas Capital
California
$3.32M 559,398 +330,189 +144%
BI
11
Bulldog Investors
New Jersey
$2.82M 474,121 – –
UBS Group
12
UBS Group
Switzerland
$2.51M 423,127 +5,829 +1%
AA
13
AQR Arbitrage
Connecticut
$2.47M 416,572 -51,843 -11%
VanEck Associates
14
VanEck Associates
New York
$2.43M 408,395 -20,551 -5%
Wells Fargo
15
Wells Fargo
California
$2.37M 399,631 +226,351 +131%
CIA
16
Capital Investment Advisors
Georgia
$1.85M 310,890 -3,900 -1%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$1.28M 215,289 +4,100 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.02M 172,421 -44,717 -21%
WA
19
Whitebox Advisors
Minnesota
$985K 165,808 +165,808 New
RCM
20
Robinson Capital Management
Michigan
$965K 164,148 – –
PAS
21
Park Avenue Securities
New York
$945K 159,152 -2,272 -1%
RP
22
Riverbridge Partners
Minnesota
$604K 101,730 +624 +0.6%
ACA
23
Ackerman Capital Advisors
Texas
$586K 98,643 +20,001 +25%
TJHA
24
Thomas J. Herzfeld Advisors
Florida
$585K 98,495 +41,758 +74%
CRC
25
Curi RMB Capital
Illinois
$536K 90,296 – –
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