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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

103 hedge funds and large institutions have $182M invested in BlackRock Taxable Municipal Bond Trust in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+11
Holders Change %
+11.96%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
28
Increased
32
Reduced
24
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HH
Hilltop Holdings
Texas
+$11.2M
2
Goldman Sachs
Goldman Sachs
New York
+$9.15M
3
SIA
Sit Investment Associates
Minnesota
+$4.06M
4
Morgan Stanley
Morgan Stanley
New York
+$3.56M
5
TIM
Tortoise Investment Management
New York
+$1.75M

Top Sellers

1
LB
Landmark Bank
Missouri
-$9.42M
2
IP
Intellectus Partners
California
-$1.21M
3
DADC
D.A. Davidson & Co
Montana
-$1.11M
4
OA
Oxbow Advisors
Texas
-$831K
5
NMC
Nine Masts Capital
Hong Kong
-$823K
Name Holding Trade Value Shares
Change 		Shares
Change %
KPW
26
Kore Private Wealth
New York
$1.42M +$1.42M +67,158 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.33M +$499K +23,743 +60%
JG
28
Jefferies Group
New York
$1.15M +$1.15M +54,481 New
MIC
29
Meridian Investment Counsel
California
$1.03M -$16.8K -800 -2%
ASN
30
Advisory Services Network
Georgia
$911K -$43.6K -2,072 -5%
Citigroup
31
Citigroup
New York
$805K -$169K -8,060 -17%
NL
32
NWAM LLC
Washington
$777K +$29.8K +1,418 +4%
ECM
33
Evergreen Capital Management
Washington
$709K +$210 +10 +0%
TA
34
TCG Advisors
Texas
$705K +$705K +33,550 New
LA
35
LexAurum Advisors
Kansas
$590K -$107K -5,078 -15%
GC
36
Guggenheim Capital
Illinois
$572K +$218K +10,373 +62%
SCM
37
Schnieders Capital Management
California
$549K +$4.2K +200 +0.8%
PAG
38
Private Advisor Group
New Jersey
$542K +$18.4K +876 +4%
FMTCOCP
39
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$526K – – –
MAFM
40
Mid Atlantic Financial Management
Pennsylvania
$523K +$523K +24,875 New
MIG
41
Mariner Investment Group
New York
$518K +$518K +24,630 New
LWAC
42
Laurel Wealth Advisors (California)
California
$496K -$60.4K -2,874 -11%
BRC
43
Bell Rock Capital
Delaware
$469K +$6.58K +312 +1%
PMG
44
ProVise Management Group
Florida
$458K +$102K +4,856 +29%
SWP
45
Stratos Wealth Partners
Ohio
$425K +$58.1K +2,761 +16%
FCA
46
FinTrust Capital Advisors
South Carolina
$401K +$401K +19,100 New
MML Investors Services
47
MML Investors Services
Massachusetts
$381K -$94.1K -4,476 -20%
CA
48
Cetera Advisors
Colorado
$380K -$398 -19 -0.1%
PPA
49
Parametric Portfolio Associates
Washington
$378K +$378K +17,963 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$376K +$21.3K +1,015 +6%
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