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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

98 hedge funds and large institutions have $187M invested in BlackRock Taxable Municipal Bond Trust in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-5
Holders Change %
-4.85%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
12
Increased
33
Reduced
29
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.89M
2
CA
Cetera Advisors
Colorado
+$3.87M
3
GFPC
Global Financial Private Capital
Florida
+$2.42M
4
Wells Fargo
Wells Fargo
California
+$2.41M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$2.31M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$9.15M
2
OA
Oxbow Advisors
Texas
-$7.39M
3
CA
Cornerstone Advisory
Maryland
-$2.7M
4
Invesco
Invesco
Georgia
-$2.61M
5
HH
Hilltop Holdings
Texas
-$2.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
WKWM
51
Walter & Keenan Wealth Management
Indiana
$366K +$44.9K +2,000 +14%
FAAS
52
First Allied Advisory Services
California
$349K -$1.35K -60 -0.4%
WWM
53
Western Wealth Management
Colorado
$339K – – –
GAM
54
Gould Asset Management
California
$332K +$332K +14,800 New
SRSA
55
S.R. Schill & Associates
Washington
$324K +$32.1K +1,430 +11%
ECM
56
Evergreen Capital Management
Washington
$308K -$448K -19,995 -59%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$303K +$48.6K +2,164 +19%
Fiera Capital (Canada)
58
Fiera Capital (Canada)
Quebec, Canada
$295K -$39.2K -1,750 -12%
Cohen & Steers
59
Cohen & Steers
New York
$288K – – –
CIBC World Market
60
CIBC World Market
Ontario, Canada
$277K – – –
SP
61
Successful Portfolios
Florida
$277K – – –
TIM
62
Tortoise Investment Management
New York
$272K -$1.6M -71,197 -85%
BB
63
Busey Bank
Illinois
$271K -$7K -312 -3%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$247K – – –
FIA
65
FNY Investment Advisers
New York
$246K +$246K +11,000 New
VWA
66
VERITY Wealth Advisors
United States
$240K – – –
RJT
67
Raymond James Trust
Florida
$234K +$234K +10,455 New
UR
68
USCA RIA
Texas
$233K -$77K -3,440 -25%
Millennium Management
69
Millennium Management
New York
$228K +$228K +10,143 New
QCMC
70
Quantum Capital Management (California)
California
$224K – – –
Lazard Asset Management
71
Lazard Asset Management
New York
$208K -$195K – –
HCM
72
Hollencrest Capital Management
California
$206K +$206K +9,192 New
AG
73
Advisor Group
Arizona
$166K -$75.5K -3,377 -31%
SWM
74
SeaCrest Wealth Management
New York
$158K +$381 +17 +0.2%
AWM
75
Aevitas Wealth Management
Massachusetts
$157K +$2.5K +112 +2%
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