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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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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
25
Holders Change
–
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$1.19M
2
SIA
Sit Investment Associates
Minnesota
+$184K
3
PAG
Private Advisor Group
New Jersey
+$165K
4
Morgan Stanley
Morgan Stanley
New York
+$22.8K
5
TCM
Tradewinds Capital Management
Washington
+$20.6K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$298K
2
DA
Doliver Advisors
Texas
-$216K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$139K
4
GC
Guggenheim Capital
Illinois
-$84.2K
5
Invesco
Invesco
Georgia
-$66.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$1.68M +$1.19M +86,692 +267%
UBS Group
2
UBS Group
Switzerland
$1.55M +$1.51M +110,053 New
SIA
3
Sit Investment Associates
Minnesota
$1.14M +$184K +13,393 +20%
GC
4
Guggenheim Capital
Illinois
$1.06M -$84.2K -6,138 -8%
TCM
5
Tradewinds Capital Management
Washington
$493K +$20.6K +1,500 +4%
LPL Financial
6
LPL Financial
California
$478K -$59.4K -4,329 -11%
Invesco
7
Invesco
Georgia
$474K -$66.6K -4,855 -13%
Morgan Stanley
8
Morgan Stanley
New York
$447K +$22.8K +1,662 +6%
YP
9
Yellowstone Partners
Idaho
$256K +$247 +18 +0.1%
LCM
10
Lucas Capital Management
New Jersey
$169K – – –
PAG
11
Private Advisor Group
New Jersey
$169K +$165K +12,025 New
MFS
12
MSI Financial Services
Massachusetts
$92K – – –
DADC
13
D.A. Davidson & Co
Montana
$84K – – –
Bank of America
14
Bank of America
North Carolina
$45K – – –
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$28K – – –
FNBT
16
FineMark National Bank & Trust
Florida
$21K – – –
Creative Planning
17
Creative Planning
Kansas
$15K +$13.7K +1,000 +1,000%
Deutsche Bank
18
Deutsche Bank
Germany
$14K – – –
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$14K – – –
SNT
20
Security National Trust
West Virginia
$14K – – –
CAL
21
Capital Analysts LLC
Pennsylvania
$9.86K – – –
ECM
22
Estabrook Capital Management
New York
$9.38K – – –
Wells Fargo
23
Wells Fargo
California
$5K – – –
Citigroup
24
Citigroup
New York
$4K +$3.8K +277 New
TRCT
25
Tower Research Capital (TRC)
New York
$1K +$1.14K +83 New
1
2

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.