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DSM

BNY Mellon Strategic Municipal Bond Fund

91 hedge funds and large institutions have $141M invested in BNY Mellon Strategic Municipal Bond Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $132M → $141M (+$9.1M)

1.18% more ownership

Funds ownership: 47.58%48.76% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 9291 (-1)

27% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 30

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
22
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$30.5M
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$21.1M +$416K +73,309 +2%
BI
3
Bulldog Investors
New Jersey
$15.5M +$158K +27,807 +1%
SIA
4
Sit Investment Associates
Minnesota
$9.87M +$6.63M +1,167,687 +234%
RCM
5
Rivernorth Capital Management
Florida
$7.32M -$1.49M -262,240 -18%
GC
6
Guggenheim Capital
Illinois
$5.69M +$1.43M +251,171 +35%
KIM
7
Karpus Investment Management
New York
$5.09M +$22.2K +3,906 +0.5%
AC
8
Almitas Capital
California
$5.04M
LPL Financial
9
LPL Financial
California
$3.86M +$7.2K +1,268 +0.2%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$3.72M -$2.35M -413,668 -40%
Morgan Stanley
11
Morgan Stanley
New York
$2.54M +$200K +35,162 +9%
Wells Fargo
12
Wells Fargo
California
$2.37M -$291K -51,198 -11%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$2M -$156K -27,475 -8%
AAM
14
Advisors Asset Management
Colorado
$1.98M -$30.3K -5,342 -2%
WA
15
Whitebox Advisors
Minnesota
$1.98M -$249K -43,776 -12%
VanEck Associates
16
VanEck Associates
New York
$1.93M -$73.7K -12,987 -4%
CIA
17
Capital Investment Advisors
Georgia
$1.65M -$8.19K -1,442 -0.5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.17M +$7.68K +1,353 +0.7%
Capstone Investment Advisors
19
Capstone Investment Advisors
New York
$1.11M
PAS
20
Park Avenue Securities
New York
$1.03M -$2.83K -499 -0.3%
RP
21
Riverbridge Partners
Minnesota
$974K +$26.2K +4,612 +3%
1CP
22
1607 Capital Partners
Virginia
$944K -$142K -25,000 -14%
N
23
Nuveen
North Carolina
$806K
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$752K -$19.1K -3,368 -3%
ACA
25
Ackerman Capital Advisors
Texas
$752K -$170K -29,942 -19%

DSM Hedge Fund Activity: Q3 2025 in Review

91 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q3 2025, worth a combined $141M — up 6.9% from $132M a quarter earlier.

Fund positioning in DSM was balanced in Q3 2025: 8 funds opened new positions, 8 closed out, 22 added to existing stakes and 30 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $6.63M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $2.35M.

  • 91 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q3 2025, down from 92 in Q2 2025.
  • Funds reported $141M of BNY Mellon Strategic Municipal Bond Fund stock for Q3 2025, up 6.9% quarter-over-quarter.
  • 8 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q3 2025 and 8 closed out, a net change of 0 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q3 2025 was Sit Investment Associates, an estimated $6.63M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q3 2025 was Hennion & Walsh Asset Management, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2025.