Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BNY Mellon High Yield Strate (DHF)

76 + Investors. Track Smart Money conviction in DHF. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
55%

Smart Money Signals — DHF

Based on 77 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
77 hedge funds hold DHF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

39 buying32 selling
Last quarter: 39 funds bought or added vs 32 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 7 → 15 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

55% conviction (2yr+) 18% medium 27% new
42 out of 77 hedge funds have held DHF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +14%, value -9%

Value
-9%
Shares
+14%
Last quarter: funds added +14% more shares while total portfolio value only changed -9%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

12 → 13 → 7 → 15 → 12 new funds/Q
New funds entering each quarter: 13 → 7 → 15 → 12. A growing number of institutions are discovering DHF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 61% of holders stayed 2+ years

61% veterans 10% 1-2yr 29% new
Of 77 current holders: 47 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
10 of 77 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DHF

In 2026 Q1, 39 hedge funds were net buyers of DHF (12 opened a new position, 27 added to an existing one), while 32 reduced or exited (20 trimmed, 12 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 77.

Hedge Fund Ownership: DHF

How many hedge funds hold DHF — quarterly history vs. share price
Quarterly hedge fund ownership of DHF vs. share price

Market Analysis: DHF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DHF

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy BNY Mellon High Yield Strate (DHF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DHF has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
DHF
nan%
XLF
+9.5%

DHF outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
DHF
nan%
XLF
+5.8%

Since the filing became public, DHF outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: DHF
76 + Investors

Track Smart Money conviction in DHF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 76 77 -1.3%
13F Shares 26M 23M 14.37%
Total Value $51M $56M -9.36%
New Positions 11 15 -4
Increased Positions 27 28 -1
Closed Positions 12 5 +7
Reduced Positions 20 17 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DHF

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

76 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DHF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 DHF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Melfa Wealth Management, INC. 0.21% 151,410 $369K
2 1607 Capital Partners, LLC 0.19% 1,059,754 $2.6M
3 Bulldog Investors, LLP 0.16% 286,989 $700K
4 Integrated Capital Management, INC. 0.14% 84,710 $207K
5 Hennion & Walsh Asset Management, Inc. 0.13% 1,597,676 $3.9M
6 Closed-End Fund Advisors, Inc. 0.11% 44,008 $107K
7 Pathstone Holdings, LLC 0.09% 8,846,596 $21.6M
8 Shaker Financial Services, LLC 0.08% 90,076 $223K
9 Advisors Asset Management, Inc. 0.04% 1,108,062 $2.7M
10 Rivernorth Capital Management, LLC 0.04% 366,828 $895K
11 Almitas Capital LLC 0.04% 79,265 $193K
12 Carter Financial Group, INC. 0.03% 20,257 $49K
13 Shulman DeMeo Asset Management LLC 0.02% 45,138 $110K
14 Garner Asset Management Corp 0.02% 23,357 $57K
15 Brave Asset Management Inc 0.01% 25,100 $61K
16 Dumont & Blake Investment Advisors LLC 0.01% 19,586 $48K
17 Wolverine Asset Management LLC 0.01% 435,696 $1.1M
18 Capital Investment Advisors, LLC 0.01% 215,829 $527K
19 Two Sigma Securities, LLC 0.01% 20,908 $51K
20 Kilter Group LLC 0.01% 5,459 $13K
21 Levin Capital Strategies, L.P. 0.01% 30,000 $73K
22 Curated Wealth Partners LLC 0.01% 17,715 $43K
23 Integrity Advisory Solutions, LLC 0.01% 15,519 $38K
24 Sentinel Pension Advisors, LLC 0.00% 13,630 $33K
25 Allspring Global Investments Holdings, LLC 0.00% 983,970 $2.4M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BNY Mellon High Yield Strate (DHF)

What does the Smart Money Trend signal show for DHF?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for DHF?

Slight buying edge — 55% buying: Last quarter: 39 funds bought or added vs 32 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DHF holders?

Smaller funds dominant — 19% AUM from top-100: 10 of 77 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DHF?

55% of holders stayed for 2+ years: 42 out of 77 hedge funds have held DHF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy BNY Mellon High Yield Strate (DHF) following the 2026 Q1 hedge fund 13F filings?

As of today, DHF has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), DHF has gained nan% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →