The BlackRock Strategic Municipal Trust
BSD
BSD was delisted on the 9th of April, 2021.
25 hedge funds and large institutions have $8.27M invested in The BlackRock Strategic Municipal Trust in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
17% more capital invested
Capital invested by funds: $7.08M → $8.27M (+$1.19M)
0% more funds holding
Funds holding: 25 → 25 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.19M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$184K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$165K |
| 4 |
Morgan Stanley
New York
|
+$22.8K |
| 5 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$20.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$298K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$216K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$139K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$84.2K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$66.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
26
Wolverine Asset Management
Chicago,
Illinois
| – | -$298K | -22,449 | Closed |
|
|
DA
27
Doliver Advisors
Houston,
Texas
| – | -$216K | -16,283 | Closed |
|
|
28
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$139K | -10,480 | Closed |
|
BSD Hedge Fund Activity: Q4 2014 in Review
25 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in The BlackRock Strategic Municipal Trust (BSD) for Q4 2014, worth a combined $8.27M — up 17% from $7.08M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BSD positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1.19M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $298K sold.
- 25 institutional investors held The BlackRock Strategic Municipal Trust (BSD) as of Q4 2014, unchanged from Q3 2014.
- Funds reported $8.27M of The BlackRock Strategic Municipal Trust stock for Q4 2014, up 17% quarter-over-quarter.
- 4 funds opened new The BlackRock Strategic Municipal Trust positions in Q4 2014 and 3 closed out, a net change of +1 holder.
- The largest The BlackRock Strategic Municipal Trust buyer in Q4 2014 was Advisors Asset Management, an estimated $1.19M added.
- The largest The BlackRock Strategic Municipal Trust seller in Q4 2014 was Wolverine Asset Management, an estimated $298K sold.
Based on aggregated 13F filings for Q4 2014.