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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 $8.61M invested in The BlackRock Strategic Municipal Trust in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

13% more capital invested

Capital invested by funds: $7.6M → $8.61M (+$1.01M)

10% more funds holding

Funds holding: 2123 (+2)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
1
Mutual Advisors
Nebraska
$1.1M +$159K +11,523 +18%
AAM
2
Advisors Asset Management
Colorado
$1.02M -$310K -22,442 -24%
Osaic Holdings
3
Osaic Holdings
Arizona
$989K +$15.2K +1,105 +2%
BFEC
4
Benjamin F. Edwards & Company
Missouri
$768K +$83 +6 +0%
CIA
5
Capital Investment Advisors
Georgia
$587K -$13.8K -1,000 -2%
WAM
6
Wolverine Asset Management
Illinois
$549K +$128K +9,308 +32%
SIA
7
Sit Investment Associates
Minnesota
$505K -$682K -49,469 -58%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$467K +$121K +8,800 +37%
UBS Group
9
UBS Group
Switzerland
$412K +$310K +22,450 +348%
KAS
10
Kestra Advisory Services
Texas
$383K +$372K +26,981 New
Morgan Stanley
11
Morgan Stanley
New York
$367K +$207 +15 +0.1%
GC
12
Guggenheim Capital
Illinois
$272K -$29.6K -2,145 -10%
DAS
13
Dynamic Advisor Solutions
Arizona
$257K
Bank of America
14
Bank of America
North Carolina
$219K +$95.6K +6,929 +83%
Ameriprise
15
Ameriprise
Minnesota
$206K +$1.68K +122 +0.9%
LPL Financial
16
LPL Financial
California
$146K +$141K +10,201 New
S
17
SignatureFD
Georgia
$140K +$135K +9,814 New
Wells Fargo
18
Wells Fargo
California
$76K +$14 +1 +0%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$74K +$469 +34 +0.7%
CFGS
20
Concourse Financial Group Securities
Alabama
$28K +$16.5K +1,194 +149%
FIA
21
FNY Investment Advisers
New York
$17K +$16.6K +1,200 New
CAL
22
Capital Analysts LLC
Pennsylvania
$10K
NFSG
23
Newbridge Financial Services Group
Florida
$5K
PFS
24
Prospera Financial Services
Texas
-$19K -1,425 Closed
CT
25
Caldwell Trust
Florida
-$4.53K -340 Closed

BSD Hedge Fund Activity: Q4 2020 in Review

23 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in The BlackRock Strategic Municipal Trust (BSD) for Q4 2020, worth a combined $8.61M — up 13% from $7.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BSD positions and 2 closed out — a net gain of 2 holders — while 12 added to existing stakes and 4 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $372K. The largest seller was Sit Investment Associates, cutting an estimated $682K.

  • 23 institutional investors held The BlackRock Strategic Municipal Trust (BSD) as of Q4 2020, up from 21 in Q3 2020.
  • Funds reported $8.61M of The BlackRock Strategic Municipal Trust stock for Q4 2020, up 13% quarter-over-quarter.
  • 4 funds opened new The BlackRock Strategic Municipal Trust positions in Q4 2020 and 2 closed out, a net change of +2 holders.
  • The largest The BlackRock Strategic Municipal Trust buyer in Q4 2020 was Kestra Advisory Services, an estimated $372K added.
  • The largest The BlackRock Strategic Municipal Trust seller in Q4 2020 was Sit Investment Associates, an estimated $682K sold.

Based on aggregated 13F filings for Q4 2020.