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BSD

The BlackRock Strategic Municipal Trust
BSD

Delisted

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

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24 hedge funds and large institutions have $5.46M invested in The BlackRock Strategic Municipal Trust in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

8% more capital invested

Capital invested by funds: $5.04M → $5.46M (+$415K)

4% more funds holding

Funds holding: 23 → 24 (+1)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$258K
2
WAM
Wolverine Asset Management
Illinois
+$159K
3
RIM
Regent Investment Management
Kentucky
+$128K
4
U
UBS
Switzerland
+$86.7K
5
Citigroup
Citigroup
New York
+$45.8K

Top Sellers

Rank Fund Capital Flow
1
DA
Doliver Advisors
Texas
-$268K
2
Barclays
Barclays
United Kingdom
-$126K
3
AAM
Advisors Asset Management
Colorado
-$98.8K
4
GC
Guggenheim Capital
Illinois
-$61.3K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$24K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$1.27M -$98.8K -7,797 -7%
GC
2
Guggenheim Capital
Illinois
$1.23M -$61.3K -4,837 -5%
Invesco
3
Invesco
Georgia
$534K -$17.4K -1,373 -3%
LPL Financial
4
LPL Financial
California
$499K +$14.5K +1,142 +3%
TCM
5
Tradewinds Capital Management
Washington
$422K +$21.5K +1,700 +5%
Morgan Stanley
6
Morgan Stanley
New York
$361K +$258K +20,382 +262%
YP
7
Yellowstone Partners
Idaho
$232K +$26.1K +2,059 +13%
WAM
8
Wolverine Asset Management
Illinois
$160K +$159K +12,532 New
LCM
9
Lucas Capital Management
New Jersey
$154K – – –
U
10
UBS
Switzerland
$143K +$86.7K +6,838 +157%
RIM
11
Regent Investment Management
Kentucky
$130K +$128K +10,132 New
MFS
12
MSI Financial Services
Massachusetts
$84K – – –
Citigroup
13
Citigroup
New York
$59K +$45.8K +3,615 +375%
DADC
14
D.A. Davidson & Co
Montana
$51K – – –
Bank of America
15
Bank of America
North Carolina
$41K – – –
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$26K – – –
Deutsche Bank
17
Deutsche Bank
Germany
$13K – – –
SNT
18
Security National Trust
West Virginia
$13K – – –
CAL
19
Capital Analysts LLC
Pennsylvania
$8.97K +$8.87K +700 New
ECM
20
Estabrook Capital Management
New York
$8.54K – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8K – – –
TRCT
22
Tower Research Capital (TRC)
New York
$4K -$4.31K -340 -50%
Wells Fargo
23
Wells Fargo
California
$4K -$2.26K -178 -34%
Creative Planning
24
Creative Planning
Kansas
$1K +$1.27K +100 New
DA
25
Doliver Advisors
Texas
– -$268K -22,132 Closed
1
2

BSD Hedge Fund Activity: Q1 2014 in Review

24 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in The BlackRock Strategic Municipal Trust (BSD) for Q1 2014, worth a combined $5.46M — up 8.2% from $5.04M 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 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $258K. The largest seller was Doliver Advisors, exiting entirely with an estimated $268K sold.

  • 24 institutional investors held The BlackRock Strategic Municipal Trust (BSD) as of Q1 2014, up from 23 in Q4 2013.
  • Funds reported $5.46M of The BlackRock Strategic Municipal Trust stock for Q1 2014, up 8.2% quarter-over-quarter.
  • 4 funds opened new The BlackRock Strategic Municipal Trust positions in Q1 2014 and 3 closed out, a net change of +1 holder.
  • The largest The BlackRock Strategic Municipal Trust buyer in Q1 2014 was Morgan Stanley, an estimated $258K added.
  • The largest The BlackRock Strategic Municipal Trust seller in Q1 2014 was Doliver Advisors, an estimated $268K sold.

Based on aggregated 13F filings for Q1 2014.