Thornburg Income Builder Opportunities Trust
TBLD
29 hedge funds and large institutions have $51.2M invested in Thornburg Income Builder Opportunities Trust in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
16% more funds holding
Funds holding: 25 → 29 (+4)
1.89% more ownership
Funds ownership: 9.11% → 11% (+1.9%)
3% more capital invested
Capital invested by funds: $50M → $51.2M (+$1.28M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$3.84M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.38M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.2M |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
+$972K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$968K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Walleye Capital
New York
|
-$856K |
| 2 |
Millennium Management
New York
|
-$777K |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$460K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$318K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$232K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $18K | -$11.7K | -750 | -38% |
|
27
Rockefeller Capital Management
New York
| $14K | – | – | – |
|
|
EIP
28
Ellis Investment Partners
Berwyn,
Pennsylvania
| $6K | -$3.1K | -198 | -32% |
|
29
Bessemer Group
Woodbridge,
New Jersey
| $3K | +$3.29K | +210 | New |
|
|
30
Walleye Capital
New York
| – | -$856K | -50,103 | Closed |
|
|
RCM
31
Rivernorth Capital Management
West Palm Beach,
Florida
| – | -$460K | -27,095 | Closed |
|
|
32
Truist Financial
Charlotte,
North Carolina
| – | -$318K | -18,600 | Closed |
|
33
Envestnet Asset Management
Chicago,
Illinois
| – | -$223K | -13,050 | Closed |
|
TBLD Hedge Fund Activity: Q2 2022 in Review
29 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Thornburg Income Builder Opportunities Trust (TBLD) for Q2 2022, worth a combined $51.2M — up 2.6% from $50M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TBLD positions and 4 closed out — a net gain of 4 holders — while 13 added to existing stakes and 7 trimmed.
The largest buyer was Litman Gregory Wealth Management, adding an estimated $3.84M. The largest seller was Walleye Capital, exiting entirely with an estimated $856K sold.
- 29 institutional investors held Thornburg Income Builder Opportunities Trust (TBLD) as of Q2 2022, up from 25 in Q1 2022.
- Funds reported $51.2M of Thornburg Income Builder Opportunities Trust stock for Q2 2022, up 2.6% quarter-over-quarter.
- 8 funds opened new Thornburg Income Builder Opportunities Trust positions in Q2 2022 and 4 closed out, a net change of +4 holders.
- The largest Thornburg Income Builder Opportunities Trust buyer in Q2 2022 was Litman Gregory Wealth Management, an estimated $3.84M added.
- The largest Thornburg Income Builder Opportunities Trust seller in Q2 2022 was Walleye Capital, an estimated $856K sold.
Based on aggregated 13F filings for Q2 2022.