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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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26 hedge funds and large institutions have $6.05M invested in The BlackRock Strategic Municipal Trust in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

11% more capital invested

Capital invested by funds: $5.46M → $6.05M (+$592K)

8% more funds holding

Funds holding: 24 → 26 (+2)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
U
UBS
Switzerland
+$828K
2
DADC
D.A. Davidson & Co
Montana
+$26.7K
3
TCM
Tradewinds Capital Management
Washington
+$17.4K
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$13K
5
Barclays
Barclays
United Kingdom
+$1.48K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$141K
2
WAM
Wolverine Asset Management
Illinois
-$131K
3
GC
Guggenheim Capital
Illinois
-$122K
4
AAM
Advisors Asset Management
Colorado
-$112K
5
Citigroup
Citigroup
New York
-$59K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$1.22M -$112K -8,394 -8%
GC
2
Guggenheim Capital
Illinois
$1.17M -$122K -9,129 -10%
U
3
UBS
Switzerland
$991K +$828K +62,045 +555%
Invesco
4
Invesco
Georgia
$532K -$31.3K -2,344 -6%
LPL Financial
5
LPL Financial
California
$508K -$17.4K -1,300 -3%
TCM
6
Tradewinds Capital Management
Washington
$463K +$17.4K +1,300 +4%
YP
7
Yellowstone Partners
Idaho
$245K +$174 +13 +0.1%
Morgan Stanley
8
Morgan Stanley
New York
$238K -$141K -10,573 -38%
LCM
9
Lucas Capital Management
New Jersey
$162K – – –
RIM
10
Regent Investment Management
Kentucky
$137K – – –
MFS
11
MSI Financial Services
Massachusetts
$89K – – –
DADC
12
D.A. Davidson & Co
Montana
$81K +$26.7K +2,000 +50%
Bank of America
13
Bank of America
North Carolina
$43K – – –
WAM
14
Wolverine Asset Management
Illinois
$37K -$131K -9,794 -78%
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$27K – – –
NFG
16
Next Financial Group
Texas
$26K +$26.2K +1,960 New
Deutsche Bank
17
Deutsche Bank
Germany
$14K – – –
SNT
18
Security National Trust
West Virginia
$14K – – –
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$13K +$13K +970 New
CAL
20
Capital Analysts LLC
Pennsylvania
$9.47K – – –
ECM
21
Estabrook Capital Management
New York
$9.01K – – –
Wells Fargo
22
Wells Fargo
California
$5K -$13 -1 -0.3%
TRCT
23
Tower Research Capital (TRC)
New York
$4K -$574 -43 -13%
Creative Planning
24
Creative Planning
Kansas
$1K – – –
GSC
25
Ground Swell Capital
South Carolina
$1K +$1.44K +108 New
1
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BSD Hedge Fund Activity: Q2 2014 in Review

26 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in The BlackRock Strategic Municipal Trust (BSD) for Q2 2014, worth a combined $6.05M — up 11% from $5.46M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BSD positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 8 trimmed.

The largest buyer was UBS, adding an estimated $828K. The largest seller was Morgan Stanley, cutting an estimated $141K.

  • 26 institutional investors held The BlackRock Strategic Municipal Trust (BSD) as of Q2 2014, up from 24 in Q1 2014.
  • Funds reported $6.05M of The BlackRock Strategic Municipal Trust stock for Q2 2014, up 11% quarter-over-quarter.
  • 4 funds opened new The BlackRock Strategic Municipal Trust positions in Q2 2014 and 2 closed out, a net change of +2 holders.
  • The largest The BlackRock Strategic Municipal Trust buyer in Q2 2014 was UBS, an estimated $828K added.
  • The largest The BlackRock Strategic Municipal Trust seller in Q2 2014 was Morgan Stanley, an estimated $141K sold.

Based on aggregated 13F filings for Q2 2014.