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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

83 hedge funds and large institutions have $178M invested in BlackRock Taxable Municipal Bond Trust in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
2.22%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
10
Increased
31
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$19.1M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$2.88M
3
DA
3
Doliver Advisors
Texas
$2.4M
4
NMC
4
Nine Masts Capital
Hong Kong
$2.37M
5
BTS
5
BB&T Securities
Virginia
$1.31M

Top Sellers

1
JHIU
1
Janus Henderson Investors US
Colorado
$13.4M
2
AWA
2
AmeriServ Wealth Advisors
Pennsylvania
$26.9M
3
Wells Fargo
3
Wells Fargo
California
$11.7M
4
Bank of America
4
Bank of America
North Carolina
$10.7M
5
PMLI
5
Penn Mutual Life Insurance
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CI
26
Conning Inc
Connecticut
$921K 38,403 – –
GC
27
Guggenheim Capital
Illinois
$820K 34,229 +21,428 +167%
IH
28
IFC Holdings
Florida
$734K 30,676 -282 -0.9%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$709K 29,559 +4,446 +18%
CCP
30
Corient Capital Partners
California
$683K 28,500 +28,500 New
PMG
31
ProVise Management Group
Florida
$677K 28,254 +7,351 +35%
HCM
32
Hollencrest Capital Management
California
$669K 27,912 +123 +0.4%
TC
33
TFS Capital
Pennsylvania
$659K 27,480 +27,480 New
SWP
34
Stratos Wealth Partners
Ohio
$650K 27,122 +72 +0.3%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$620K 25,852 -2,875 -10%
HH
36
Hilltop Holdings
Texas
$590K 24,645 +24,645 New
SPC
37
Sigma Planning Corp
Michigan
$568K 23,690 -1,620 -6%
MLL
38
Moody Lynn & Lieberson
Massachusetts
$567K 23,660 -5,860 -20%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$549K 22,888 +9,585 +72%
OC
40
Oppenheimer & Co
New York
$548K 22,872 -6,302 -22%
MIAN
41
Mariner Independent Advisor Network
Kansas
$537K 22,418 – –
WKWM
42
Walter & Keenan Wealth Management
Indiana
$532K 22,200 – –
WS
43
Wedbush Securities
California
$530K 22,122 -1,451 -6%
SAM
44
SignalPoint Asset Management
Missouri
$525K 21,912 +29 +0.1%
MFS
45
MSI Financial Services
Massachusetts
$433K 18,052 -2,209 -11%
FAAS
46
First Allied Advisory Services
California
$418K 17,423 +7,512 +76%
IA
47
IFP Advisors
Florida
$398K 16,607 +307 +2%
WSFS
48
Wilmington Savings Fund Society
Delaware
$398K 16,601 +16,601 New
BIM
49
Baldwin Investment Management
Pennsylvania
$394K 16,450 -4,000 -20%
EIA
50
Edgemoor Investment Advisors
Maryland
$394K 16,430 – –
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