We are live on ! Find out more
DSM

BNY Mellon Strategic Municipal Bond Fund

103 hedge funds and large institutions have $122M invested in BNY Mellon Strategic Municipal Bond Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $115M → $122M (+$7.25M)

5.18% more ownership

Funds ownership: 37.42%42.6% (+5.2%)

5% more funds holding

Funds holding: 98103 (+5)

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

Holders
103
Holders Change
+5
Holders Change %
+5.1%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
29
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$24M +$703K +116,315 +3%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$14.4M +$2.01M +332,266 +16%
BI
3
Bulldog Investors
New Jersey
$12.2M +$7.74M +1,281,127 +156%
RCM
4
Rivernorth Capital Management
Florida
$8.92M -$797K -131,880 -8%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$6.65M -$54.8K -9,067 -0.8%
GC
6
Guggenheim Capital
Illinois
$5.28M +$213K +35,251 +4%
LPL Financial
7
LPL Financial
California
$3.86M -$381K -63,117 -9%
AC
8
Almitas Capital
California
$3.63M +$3.78M +625,461 New
WA
9
Whitebox Advisors
Minnesota
$3.6M +$2.59M +427,819 +223%
Morgan Stanley
10
Morgan Stanley
New York
$3.54M -$310K -51,367 -8%
Wells Fargo
11
Wells Fargo
California
$3.09M +$432K +71,534 +16%
SIA
12
Sit Investment Associates
Minnesota
$3.01M -$657K -108,800 -17%
VanEck Associates
13
VanEck Associates
New York
$2.44M +$140K +23,135 +6%
LSC
14
Logan Stone Capital
Illinois
$2.33M -$1.59M -263,207 -40%
CIA
15
Capital Investment Advisors
Georgia
$1.75M -$80.3K -13,291 -4%
AAM
16
Advisors Asset Management
Colorado
$1.46M +$1.52M +250,849 New
N
17
Nuveen
North Carolina
$1.25M
AA
18
AQR Arbitrage
Connecticut
$1.11M -$691K -114,404 -38%
1CP
19
1607 Capital Partners
Virginia
$1.07M -$64.2K -10,620 -5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.01M +$21.2K +3,506 +2%
PAS
21
Park Avenue Securities
New York
$942K +$58.4K +9,666 +6%
Capstone Investment Advisors
22
Capstone Investment Advisors
New York
$869K +$904K +149,590 New
ACA
23
Ackerman Capital Advisors
Texas
$858K +$183K +30,362 +26%
NWMP
24
Noble Wealth Management PBC
Colorado
$823K +$856K +141,628 New
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$764K +$48.9K +8,097 +7%

DSM Hedge Fund Activity: Q4 2024 in Review

103 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q4 2024, worth a combined $122M — up 6.3% from $115M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DSM positions and 9 closed out — a net gain of 7 holders — while 29 added to existing stakes and 27 trimmed.

The largest buyer was Bulldog Investors, adding an estimated $7.74M. The largest seller was Logan Stone Capital, cutting an estimated $1.59M.

  • 103 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q4 2024, up from 98 in Q3 2024.
  • Funds reported $122M of BNY Mellon Strategic Municipal Bond Fund stock for Q4 2024, up 6.3% quarter-over-quarter.
  • 16 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q4 2024 and 9 closed out, a net change of +7 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q4 2024 was Bulldog Investors, an estimated $7.74M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q4 2024 was Logan Stone Capital, an estimated $1.59M sold.

Based on aggregated 13F filings for Q4 2024.