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BlackRock Taxable Municipal Bond Trust

63 hedge funds and large institutions have $172M invested in BlackRock Taxable Municipal Bond Trust in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

16% more capital invested

Capital invested by funds: $148M → $172M (+$23.3M)

15% more funds holding

Funds holding: 5563 (+8)

1.54% more ownership

Funds ownership: 13.84%15.38% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
22
Reduced
14
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$25.1M -$6.13M -326,600 -20%
Morgan Stanley
2
Morgan Stanley
New York
$19.2M -$4.37M -232,935 -19%
Wells Fargo
3
Wells Fargo
California
$18.6M +$5.74M +305,920 +46%
U
4
UBS
Switzerland
$14.5M +$957K +50,985 +7%
PRCM
5
Pine River Capital Management
Minnesota
$10.7M +$10.5M +561,288 New
Invesco
6
Invesco
Georgia
$8.23M -$776K -41,335 -9%
SIA
7
Sit Investment Associates
Minnesota
$7.31M -$263K -14,000 -4%
TG
8
TCW Group
California
$6.55M +$1.89M +100,800 +42%
OA
9
Oxbow Advisors
Texas
$5.16M +$1.21M +64,538 +31%
Goldman Sachs
10
Goldman Sachs
New York
$4.61M -$563K -29,995 -11%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.32M -$9.48K -505 -0.2%
LI
12
Longer Investments
Arkansas
$3.95M +$2.14M +113,945 +123%
BTS
13
BB&T Securities
Virginia
$3.69M +$362K +19,300 New
LPL Financial
14
LPL Financial
California
$3.51M +$1.07M +56,940 +45%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$3.48M +$3.23M +172,300 +1,849%
OHA
16
Oak Hill Advisors
New York
$2.92M +$2.87M +152,763 New
KIM
17
Karpus Investment Management
New York
$2.49M -$465K -24,753 -16%
PPA
18
Parametric Portfolio Associates
Washington
$2.23M -$105K -5,597 -5%
V
19
Veritable
Delaware
$2.22M +$1.95M +103,950 +855%
GC
20
Guggenheim Capital
Illinois
$2M +$942K +50,189 +93%
ACM
21
Avalon Capital Management
California
$1.98M +$1.22M +64,744 +168%
AQR Capital Management
22
AQR Capital Management
Connecticut
$1.77M +$1.2M +63,743 +223%
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$1.71M +$293K +15,630 +21%
JG
24
Jefferies Group
New York
$1.44M +$1.41M +75,000 New
BA
25
Boston Advisors
Massachusetts
$1.43M +$1.4M +74,705 New

BBN Hedge Fund Activity: Q4 2013 in Review

63 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in BlackRock Taxable Municipal Bond Trust (BBN) for Q4 2013, worth a combined $172M — up 16% from $148M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BBN positions and 12 closed out — a net gain of 8 holders — while 22 added to existing stakes and 14 trimmed.

The largest buyer was Pine River Capital Management, opening a new position worth an estimated $10.5M. The largest seller was Bank of America, cutting an estimated $6.13M.

  • 63 institutional investors held BlackRock Taxable Municipal Bond Trust (BBN) as of Q4 2013, up from 55 in Q3 2013.
  • Funds reported $172M of BlackRock Taxable Municipal Bond Trust stock for Q4 2013, up 16% quarter-over-quarter.
  • 20 funds opened new BlackRock Taxable Municipal Bond Trust positions in Q4 2013 and 12 closed out, a net change of +8 holders.
  • The largest BlackRock Taxable Municipal Bond Trust buyer in Q4 2013 was Pine River Capital Management, an estimated $10.5M added.
  • The largest BlackRock Taxable Municipal Bond Trust seller in Q4 2013 was Bank of America, an estimated $6.13M sold.

Based on aggregated 13F filings for Q4 2013.