TBLD

Thornburg Income Builder Opportunities Trust
TBLD

Overview Fund Activity

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.

Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LGWM
1
Litman Gregory Wealth Management
California
$6.14M
2
UBS Group
2
UBS Group
Switzerland
$9.2M
3
AAM
3
Advisors Asset Management
Colorado
$1.78M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$913K
5
WS
5
Wedbush Securities
California
$901K

Top Sellers

1
Walleye Capital
1
Walleye Capital
New York
$0
2
Millennium Management
2
Millennium Management
New York
$1.03M
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
Truist Financial
4
Truist Financial
North Carolina
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$18K 1,250 -750 -38%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$14K 1,000 – –
EIP
28
Ellis Investment Partners
Pennsylvania
$6K 419 -198 -32%
Bessemer Group
29
Bessemer Group
New Jersey
$3K 210 +210 New
Walleye Capital
30
Walleye Capital
New York
– – -50,103 Closed
RCM
31
Rivernorth Capital Management
Florida
– – -27,095 Closed
Truist Financial
32
Truist Financial
North Carolina
– – -18,600 Closed
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
– – -13,050 Closed
CFGS
34
Concourse Financial Group Securities
Alabama
– – – –
1
2