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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 %
GLA
51
Good Life Advisors
Pennsylvania
$363K +$50.3K +2,392 +16%
EIA
52
Edgemoor Investment Advisors
Maryland
$345K – – –
FAAS
53
First Allied Advisory Services
California
$329K +$697 +33 +0.2%
WWM
54
Western Wealth Management
Colorado
$317K +$317K +15,108 New
Fiera Capital (Canada)
55
Fiera Capital (Canada)
Quebec, Canada
$314K +$314K +14,917 New
WKWM
56
Walter & Keenan Wealth Management
Indiana
$301K – – –
UR
57
USCA RIA
Texas
$291K -$150K -7,150 -34%
SRSA
58
S.R. Schill & Associates
Washington
$273K +$273K +13,000 New
Cohen & Steers
59
Cohen & Steers
New York
$270K – – –
SP
60
Successful Portfolios
Florida
$260K – – –
CIBC World Market
61
CIBC World Market
Ontario, Canada
$260K – – –
BB
62
Busey Bank
Illinois
$260K +$260K +12,384 New
CRC
63
Curi RMB Capital
Illinois
$252K +$252K +12,000 New
JIC
64
Joel Isaacson & Co
New York
$239K +$239K +11,189 New
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$238K +$38.1K +1,813 +19%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$235K +$235K +11,185 New
Bank of New York Mellon
67
Bank of New York Mellon
New York
$232K -$169K -8,000 -42%
AG
68
Advisor Group
Arizona
$226K +$56.3K +2,690 +33%
VWA
69
VERITY Wealth Advisors
United States
$225K +$225K +10,697 New
QCMC
70
Quantum Capital Management (California)
California
$210K -$3.98K -189 -2%
Lazard Asset Management
71
Lazard Asset Management
New York
$195K -$197K – –
SWM
72
SeaCrest Wealth Management
New York
$148K +$758 +36 +0.5%
LTFS
73
Ladenburg Thalmann Financial Services
Florida
$148K +$14.4K +687 +11%
AWM
74
Aevitas Wealth Management
Massachusetts
$145K +$2.52K +120 +2%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$121K -$3.84K -183 -3%
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