We are live on ! Find out more
DSM

BNY Mellon Strategic Municipal Bond Fund

88 hedge funds and large institutions have $154M invested in BNY Mellon Strategic Municipal Bond Fund in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

4% more funds holding

Funds holding: 8588 (+3)

1.92% more ownership

Funds ownership: 49.01%50.93% (+1.9%)

1% more capital invested

Capital invested by funds: $152M → $154M (+$1.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 26

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
21
Reduced
26
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
$31.1M
BI
2
Bulldog Investors
New Jersey
$20.3M +$402K +65,851 +2%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$19.2M -$612K -100,263 -3%
SIA
4
Sit Investment Associates
Minnesota
$12.7M +$1.51M +247,419 +13%
RCM
5
Rivernorth Capital Management
Florida
$9.98M +$5.04M +824,765 +99%
GC
6
Guggenheim Capital
Illinois
$6.14M -$1.33M -217,907 -18%
KIM
7
Karpus Investment Management
New York
$5.65M -$67.8K -11,100 -1%
AC
8
Almitas Capital
California
$5.57M
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$4.73M +$2.43M +397,857 +102%
LPL Financial
10
LPL Financial
California
$3.45M -$57.6K -9,439 -2%
RCM
11
Robinson Capital Management
Michigan
$2.57M -$989K -161,898 -28%
VanEck Associates
12
VanEck Associates
New York
$2.5M +$289K +47,272 +13%
Wells Fargo
13
Wells Fargo
California
$2.45M +$20.2K +3,315 +0.8%
AAM
14
Advisors Asset Management
Colorado
$1.97M -$14.6K -2,386 -0.7%
Morgan Stanley
15
Morgan Stanley
New York
$1.69M -$495K -81,003 -22%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$1.61M +$1.64M +268,640 New
CIA
17
Capital Investment Advisors
Georgia
$1.54M -$32K -5,245 -2%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$1.35M +$152K +24,958 +12%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.15M -$12.5K -2,049 -1%
Capstone Investment Advisors
20
Capstone Investment Advisors
New York
$1.13M
PAS
21
Park Avenue Securities
New York
$1.02M -$17.8K -2,911 -2%
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$991K -$1.08M -176,159 -52%
1CP
23
1607 Capital Partners
Virginia
$958K
N
24
Nuveen
North Carolina
$818K
ACA
25
Ackerman Capital Advisors
Texas
$715K -$19.9K -3,254 -3%