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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 $9.39M invested in The BlackRock Strategic Municipal Trust in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

19% more funds holding

Funds holding: 21 → 25 (+4)

13% more capital invested

Capital invested by funds: $8.33M → $9.39M (+$1.06M)

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.09M
2
LCM
Laurion Capital Management
New York
+$270K
3
GC
Guggenheim Capital
Illinois
+$196K
4
CRC
Curi RMB Capital
Illinois
+$142K
5
LPL Financial
LPL Financial
California
+$94.2K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$125K
2
CAL
Capital Analysts LLC
Pennsylvania
-$9.53K
3
UBS Group
UBS Group
Switzerland
-$2.18K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$3.31M -$125K -9,147 -4%
UBS Group
2
UBS Group
Switzerland
$1.41M -$2.18K -160 -0.2%
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$1.1M +$1.09M +79,717 New
GC
4
Guggenheim Capital
Illinois
$794K +$196K +14,420 +34%
TCM
5
Tradewinds Capital Management
Washington
$485K – – –
LPL Financial
6
LPL Financial
California
$344K +$94.2K +6,915 +39%
Morgan Stanley
7
Morgan Stanley
New York
$329K +$62.3K +4,571 +24%
LCM
8
Laurion Capital Management
New York
$275K +$270K +19,857 New
YP
9
Yellowstone Partners
Idaho
$252K +$245 +18 +0.1%
PAG
10
Private Advisor Group
New Jersey
$229K – – –
SIA
11
Sit Investment Associates
Minnesota
$168K – – –
LCM
12
Lucas Capital Management
New Jersey
$166K – – –
CRC
13
Curi RMB Capital
Illinois
$145K +$142K +10,434 New
IA
14
IFP Advisors
Florida
$113K +$111K +8,185 New
DADC
15
D.A. Davidson & Co
Montana
$83K – – –
MFS
16
MSI Financial Services
Massachusetts
$78K +$13.6K +1,000 +22%
FNBT
17
FineMark National Bank & Trust
Florida
$48K +$13.6K +1,000 +40%
Bank of America
18
Bank of America
North Carolina
$19K +$1.98K +145 +12%
SNT
19
Security National Trust
West Virginia
$14K – – –
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$12K +$245 +18 +2%
CAL
21
Capital Analysts LLC
Pennsylvania
$9.7K -$9.53K -700 -50%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$6K – – –
Creative Planning
23
Creative Planning
Kansas
$1K – – –
Wells Fargo
24
Wells Fargo
California
– +$14 +1 New

BSD Hedge Fund Activity: Q4 2015 in Review

25 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in The BlackRock Strategic Municipal Trust (BSD) for Q4 2015, worth a combined $9.39M — up 13% from $8.33M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BSD positions and 0 closed out — a net gain of 5 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $1.09M. The largest seller was Advisors Asset Management, cutting an estimated $125K.

  • 25 institutional investors held The BlackRock Strategic Municipal Trust (BSD) as of Q4 2015, up from 21 in Q3 2015.
  • Funds reported $9.39M of The BlackRock Strategic Municipal Trust stock for Q4 2015, up 13% quarter-over-quarter.
  • 5 funds opened new The BlackRock Strategic Municipal Trust positions in Q4 2015 and 0 closed out, a net change of +5 holders.
  • The largest The BlackRock Strategic Municipal Trust buyer in Q4 2015 was Fiera Capital (Canada), an estimated $1.09M added.
  • The largest The BlackRock Strategic Municipal Trust seller in Q4 2015 was Advisors Asset Management, an estimated $125K sold.

Based on aggregated 13F filings for Q4 2015.