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BlackRock Taxable Municipal Bond Trust

75 hedge funds and large institutions have $140M invested in BlackRock Taxable Municipal Bond Trust in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

9% more capital invested

Capital invested by funds: $128M → $140M (+$12.1M)

4% more funds holding

Funds holding: 7275 (+3)

0.88% more ownership

Funds ownership: 11.25%12.14% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
31
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.3M +$38.4K +1,916 +0.3%
Bank of America
2
Bank of America
North Carolina
$15.1M +$202K +10,064 +1%
UBS Group
3
UBS Group
Switzerland
$14.9M +$1.8M +89,898 +14%
JHIU
4
Janus Henderson Investors US
Colorado
$14.7M +$3.91M +194,771 +36%
Wells Fargo
5
Wells Fargo
California
$10.7M +$685K +34,161 +7%
Invesco
6
Invesco
Georgia
$10.1M -$538K -26,826 -5%
SIA
7
Sit Investment Associates
Minnesota
$6.98M +$970K +48,359 +16%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.71M -$336K -16,735 -7%
LI
9
Longer Investments
Arkansas
$4.57M -$16.7K -830 -0.4%
FFA
10
First Foundation Advisors
California
$4.51M -$421K -20,970 -9%
OA
11
Oxbow Advisors
Texas
$4.36M +$928K +46,259 +27%
LPL Financial
12
LPL Financial
California
$3.52M +$146K +7,253 +4%
RCM
13
Rivernorth Capital Management
Florida
$2.75M +$211K +10,504 +8%
PMLI
14
Penn Mutual Life Insurance
Pennsylvania
$2.19M
FEG
15
Financial Enhancement Group
Indiana
$1.97M +$1.04M +51,594 +112%
RJA
16
Raymond James & Associates
Florida
$1.9M +$191K +9,522 +11%
LCM
17
Laurion Capital Management
New York
$1.75M +$1.74M +86,893 New
HighTower Advisors
18
HighTower Advisors
Illinois
$1.53M +$1.53M +76,291 New
OHA
19
Oak Hill Advisors
New York
$1.1M -$2.39M -119,200 -69%
MIC
20
Meridian Investment Counsel
California
$1.09M +$50.2K +2,500 +5%
ASN
21
Advisory Services Network
Georgia
$987K +$592K +29,500 +152%
PP
22
Paloma Partners
Connecticut
$879K +$874K +43,543 New
Cohen & Steers
23
Cohen & Steers
New York
$841K
GC
24
Guggenheim Capital
Illinois
$829K -$43.1K -2,150 -5%
AC
25
Addison Capital
Pennsylvania
$780K +$775K +38,650 New

BBN Hedge Fund Activity: Q3 2015 in Review

75 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in BlackRock Taxable Municipal Bond Trust (BBN) for Q3 2015, worth a combined $140M — up 9.5% from $128M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BBN positions and 8 closed out — a net gain of 4 holders — while 31 added to existing stakes and 17 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $3.91M. The largest seller was Oak Hill Advisors, cutting an estimated $2.39M.

  • 75 institutional investors held BlackRock Taxable Municipal Bond Trust (BBN) as of Q3 2015, up from 72 in Q2 2015.
  • Funds reported $140M of BlackRock Taxable Municipal Bond Trust stock for Q3 2015, up 9.5% quarter-over-quarter.
  • 12 funds opened new BlackRock Taxable Municipal Bond Trust positions in Q3 2015 and 8 closed out, a net change of +4 holders.
  • The largest BlackRock Taxable Municipal Bond Trust buyer in Q3 2015 was Janus Henderson Investors US, an estimated $3.91M added.
  • The largest BlackRock Taxable Municipal Bond Trust seller in Q3 2015 was Oak Hill Advisors, an estimated $2.39M sold.

Based on aggregated 13F filings for Q3 2015.