Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BNY MELLON MUN BD INFRASTRUC (DMB)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — DMB

Based on 55 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DMB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
55 funds currently hold this stock — 86% of the 3.0-year high of 64 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 14% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold DMB compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 48% buying

23 buying25 selling
Last quarter: 25 funds reduced or exited vs 23 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 6 → 3 → 8. 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+) 29% medium 16% new
30 out of 55 hedge funds have held DMB 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 +3%, value -97%

Value
-97%
Shares
+3%
Last quarter: funds added +3% more shares while total portfolio value only changed -97%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~8 new funds/quarter

11 → 1 → 6 → 3 → 8 new funds/Q
New funds entering each quarter: 1 → 6 → 3 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 58% of holders stayed 2+ years

58% veterans 22% 1-2yr 20% new
Of 55 current holders: 32 (58%) 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 — 14% AUM from top-100

14% from top-100 AUM funds
12 of 55 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Hedge Fund Ownership: DMB

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

Market Analysis: DMB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DMB

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: DMB
2026 Q1 Stats Unlock in 11 days 55 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 55 53 3.77%
13F Shares 8M 8M 2.99%
Total Value $89M $3.40B -97.4%
New Positions 8 3 +5
Increased Positions 15 14 +1
Closed Positions 6 3 +3
Reduced Positions 19 21 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DMB

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Valuation Measures Data as of: --

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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) --
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Institutional Holders (2026 Q1)

55 + investors

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

Top 24 institutional holders of DMB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bulldog Investors, LLP 1.23% 520,749 $5.5M
2 MELFA WEALTH MANAGEMENT, INC. 0.23% 37,729 $398K
3 Ackerman Capital Advisors, LLC 0.20% 94,165 $992K
4 Samalin Investment Counsel, LLC 0.17% 44,897 $473K
5 VISTA INVESTMENT PARTNERS LLC 0.05% 17,500 $184K
6 ProVise Management Group, LLC 0.03% 43,100 $454K
7 RIVERBRIDGE PARTNERS LLC 0.02% 83,758 $883K
8 Allspring Global Investments Holdings, LLC 0.02% 959,254 $10.1M
9 BAR HARBOR WEALTH MANAGEMENT 0.01% 12,075 $127K
10 Patriot Financial Group Insurance Agency, LLC 0.01% 11,816 $125K
11 Capital Investment Advisors, LLC 0.01% 34,788 $367K
12 Plancorp, LLC 0.00% 10,000 $109K
13 JFS WEALTH ADVISORS, LLC 0.00% 3,895 $41K
14 FNY Investment Advisers, LLC 0.00% 400
15 Cambridge Investment Research Advisors, Inc. 0.00% 33,700
16 Janney Montgomery Scott LLC 0.00% 24,925
17 Farther Finance Advisors, LLC 0.00% 5,000 $53K
18 HighTower Advisors, LLC 0.00% 40,785 $430K
19 Bogart Wealth, LLC 0.00% 1,000 $11K
20 LPL Financial LLC 0.00% 117,669 $1.2M
21 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 21,520 $227K
22 Spire Wealth Management 0.00% 811 $9K
23 UBS Group AG 0.00% 18,817 $198K
24 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% 1,396 $15K
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 MUN BD INFRASTRUC (DMB)

What does the Smart Money Trend signal show for DMB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added DMB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DMB?

More sellers than buyers — 48% buying: Last quarter: 25 funds reduced or exited vs 23 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for DMB holders?

Smaller funds dominant — 14% AUM from top-100: 12 of 55 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DMB?

55% of holders stayed for 2+ years: 30 out of 55 hedge funds have held DMB 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.

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.