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BSD

The BlackRock Strategic Municipal Trust

Delisted

BSD was delisted on the 9th of April, 2021.

23 hedge funds and large institutions have $5.04M invested in The BlackRock Strategic Municipal Trust in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

12% more capital invested

Capital invested by funds: $4.52M → $5.04M (+$521K)

10% more funds holding

Funds holding: 2123 (+2)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$1.29M -$351K -28,699 -21%
GC
2
Guggenheim Capital
Illinois
$1.22M +$144K +11,764 +13%
Invesco
3
Invesco
Georgia
$522K -$37.3K -3,054 -7%
LPL Financial
4
LPL Financial
California
$458K +$180K +14,754 +64%
TCM
5
Tradewinds Capital Management
Washington
$379K +$381K +31,227 New
DA
6
Doliver Advisors
Texas
$268K +$270K +22,132 New
YP
7
Yellowstone Partners
Idaho
$195K +$196K +16,061 New
LCM
8
Lucas Capital Management
New Jersey
$146K
Barclays
9
Barclays
United Kingdom
$126K +$20.2K +1,657 +19%
Morgan Stanley
10
Morgan Stanley
New York
$94K -$74.1K -6,068 -44%
MFS
11
MSI Financial Services
Massachusetts
$80K
U
12
UBS
Switzerland
$53K +$1.55K +127 +3%
DADC
13
D.A. Davidson & Co
Montana
$48K +$24.4K +2,000 +100%
Bank of America
14
Bank of America
North Carolina
$39K -$10.4K -855 -21%
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$24K
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$24K
Deutsche Bank
17
Deutsche Bank
Germany
$12K -$12.8K -1,050 -50%
Citigroup
18
Citigroup
New York
$12K -$745 -61 -6%
SNT
19
Security National Trust
West Virginia
$12K
ECM
20
Estabrook Capital Management
New York
$8.08K
TRCT
21
Tower Research Capital (TRC)
New York
$8K +$5.37K +440 +183%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$7K
Wells Fargo
23
Wells Fargo
California
$6K -$14.4K -1,179 -69%
Ameriprise
24
Ameriprise
Minnesota
-$13K -1,000 Closed

BSD Hedge Fund Activity: Q4 2013 in Review

23 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in The BlackRock Strategic Municipal Trust (BSD) for Q4 2013, worth a combined $5.04M — up 12% from $4.52M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new BSD positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 7 trimmed.

The largest buyer was Doliver Advisors, opening a new position worth an estimated $270K. The largest seller was Advisors Asset Management, cutting an estimated $351K.

  • 23 institutional investors held The BlackRock Strategic Municipal Trust (BSD) as of Q4 2013, up from 21 in Q3 2013.
  • Funds reported $5.04M of The BlackRock Strategic Municipal Trust stock for Q4 2013, up 12% quarter-over-quarter.
  • 3 funds opened new The BlackRock Strategic Municipal Trust positions in Q4 2013 and 1 closed out, a net change of +2 holders.
  • The largest The BlackRock Strategic Municipal Trust buyer in Q4 2013 was Doliver Advisors, an estimated $270K added.
  • The largest The BlackRock Strategic Municipal Trust seller in Q4 2013 was Advisors Asset Management, an estimated $351K sold.

Based on aggregated 13F filings for Q4 2013.