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DSM

BNY Mellon Strategic Municipal Bond Fund

85 hedge funds and large institutions have $152M invested in BNY Mellon Strategic Municipal Bond Fund in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

8% more capital invested

Capital invested by funds: $141M → $152M (+$11.1M)

0.26% more ownership

Funds ownership: 48.76%49.01% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 9185 (-6)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
85
Holders Change
-6
Holders Change %
-6.59%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
28
Reduced
21
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$32M +$161K +26,850 +0.5%
BI
2
Bulldog Investors
New Jersey
$20.4M +$4.09M +683,653 +26%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$20.4M -$1.56M -260,928 -7%
SIA
4
Sit Investment Associates
Minnesota
$11.5M +$1.17M +195,867 +12%
GC
5
Guggenheim Capital
Illinois
$7.65M +$1.67M +278,303 +29%
KIM
6
Karpus Investment Management
New York
$5.87M +$544K +90,963 +11%
AC
7
Almitas Capital
California
$5.72M +$450K +75,214 +9%
RCM
8
Rivernorth Capital Management
Florida
$5.16M -$2.4M -400,529 -32%
RCM
9
Robinson Capital Management
Michigan
$3.6M +$3.51M +587,374 New
LPL Financial
10
LPL Financial
California
$3.6M -$408K -68,259 -10%
Wells Fargo
11
Wells Fargo
California
$2.5M +$28.1K +4,692 +1%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$2.4M -$1.44M -240,507 -38%
VanEck Associates
13
VanEck Associates
New York
$2.28M +$261K +43,596 +13%
Morgan Stanley
14
Morgan Stanley
New York
$2.24M -$404K -67,550 -16%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$2.1M +$15K +2,512 +0.7%
AAM
16
Advisors Asset Management
Colorado
$2.04M -$27.3K -4,560 -1%
CIA
17
Capital Investment Advisors
Georgia
$1.61M -$101K -16,816 -6%
RP
18
Riverbridge Partners
Minnesota
$1.47M +$436K +72,954 +44%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$1.23M +$1.2M +200,000 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.2M -$19.4K -3,238 -2%
Capstone Investment Advisors
21
Capstone Investment Advisors
New York
$1.16M
PAS
22
Park Avenue Securities
New York
$1.07M -$5.17K -864 -0.5%
1CP
23
1607 Capital Partners
Virginia
$984K
N
24
Nuveen
North Carolina
$840K
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$759K -$24.4K -4,077 -3%