BBN icon

BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

97 hedge funds and large institutions have $142M invested in BlackRock Taxable Municipal Bond Trust in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+10
Holders Change %
+11.49%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
36
Reduced
21
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$9.59M
2
Wells Fargo
2
Wells Fargo
California
$10.5M
3
SG Americas Securities
3
SG Americas Securities
New York
$634K
4
DA
4
Doliver Advisors
Texas
$747K
5
Millennium Management
5
Millennium Management
New York
$463K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$720K
2
BIM
2
Baldwin Investment Management
Pennsylvania
$0
3
Lazard Asset Management
3
Lazard Asset Management
New York
$213K
4
Invesco
4
Invesco
Georgia
$10M
5
FFA
5
First Foundation Advisors
California
$2.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPC
51
National Planning Corporation
California
$291K – – –
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$286K +$286K +12,475 New
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$281K +$281K +12,252 New
PMG
54
ProVise Management Group
Florida
$280K -$6.31K -275 -2%
CA
55
Cornerstone Advisory
Maryland
$267K -$68.9K -3,000 -21%
RJT
56
Raymond James Trust
Florida
$267K – – –
QCMC
57
Quantum Capital Management (California)
California
$241K – – –
BKA
58
Brick & Kyle Associates
Pennsylvania
$241K +$23K +1,000 +11%
MML Investors Services
59
MML Investors Services
Massachusetts
$235K +$22.3K +975 +11%
DADC
60
D.A. Davidson & Co
Montana
$234K -$30.9K -1,350 -12%
NMC
61
Nine Masts Capital
Hong Kong
$234K +$234K +10,200 New
WS
62
Wedbush Securities
California
$222K -$123K -5,387 -36%
OC
63
Oppenheimer & Co
New York
$222K +$2.25K +98 +1%
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$220K -$147K -6,403 -40%
SFG
65
StrategIQ Financial Group
Indiana
$218K – – –
Lazard Asset Management
66
Lazard Asset Management
New York
$213K -$208K – –
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$204K +$204K +8,887 New
CIA
68
Capital Investment Advisors
Georgia
$201K +$201K +8,763 New
AG
69
Advisor Group
Arizona
$197K +$12.1K +528 +7%
IA
70
IFP Advisors
Florida
$148K -$19.5K -850 -12%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$125K -$9.06K -397 -7%
Creative Planning
72
Creative Planning
Kansas
$121K +$43K +1,882 +55%
Cohen & Steers
73
Cohen & Steers
New York
$108K – – –
PG
74
Patten Group
Tennessee
$98K – – –
EWM
75
Evercore Wealth Management
New York
$92K – – –
1 2
3
4 5