Thornburg Income Builder Opportunities Trust
TBLD
33 hedge funds and large institutions have $52.1M invested in Thornburg Income Builder Opportunities Trust in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and closing their positions.
371% more funds holding
Funds holding: 7 → 33 (+26)
321% more capital invested
Capital invested by funds: $12.4M → $52.1M (+$39.7M)
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
8.7% more ownership
Funds ownership: 0% → 8.7% (+8.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$12.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.58M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$4.09M |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$3.95M |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$3.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$1.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VF
26
Virtu Financial
New York
| $197K | +$204K | +10,549 | New |
|
|
EIP
27
Ellis Investment Partners
Berwyn,
Pennsylvania
| $81K | +$84.1K | +4,346 | New |
|
28
Bank of America
Charlotte,
North Carolina
| $62K | +$63.8K | +3,300 | New |
|
29
Rockefeller Capital Management
New York
| $18K | +$19.3K | +1,000 | New |
|
30
Bessemer Group
Woodbridge,
New Jersey
| $12K | +$12K | +622 | New |
|
|
SFM
31
Signet Financial Management
Parsippany,
New Jersey
| $9K | +$9.28K | +480 | New |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| $9K | +$9.85K | +509 | New |
|
|
PA
33
Parallel Advisors
San Francisco,
California
| $7K | +$7.74K | +400 | New |
|
TBLD Hedge Fund Activity: Q4 2021 in Review
33 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Thornburg Income Builder Opportunities Trust (TBLD) for Q4 2021, worth a combined $52.1M — up 321% from $12.4M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new TBLD positions and 0 closed out — a net gain of 26 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $12.6M. The largest seller was Millennium Management, cutting an estimated $1.97M.
- 33 institutional investors held Thornburg Income Builder Opportunities Trust (TBLD) as of Q4 2021, up from 7 in Q3 2021.
- Funds reported $52.1M of Thornburg Income Builder Opportunities Trust stock for Q4 2021, up 321% quarter-over-quarter.
- 26 funds opened new Thornburg Income Builder Opportunities Trust positions in Q4 2021 and 0 closed out, a net change of +26 holders.
- The largest Thornburg Income Builder Opportunities Trust buyer in Q4 2021 was Rivernorth Capital Management, an estimated $12.6M added.
- The largest Thornburg Income Builder Opportunities Trust seller in Q4 2021 was Millennium Management, an estimated $1.97M sold.
Based on aggregated 13F filings for Q4 2021.