TBLD

Thornburg Income Builder Opportunities Trust

43 hedge funds and large institutions have $104M invested in Thornburg Income Builder Opportunities Trust in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
17
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$449K -$58.9K -3,768 -12%
CIA
27
Cape Investment Advisory
Georgia
$382K +$382K +24,627 New
KACA
28
Kayne Anderson Capital Advisors
California
$358K +$358K +23,100 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$336K -$37.7K -2,425 -10%
AA
30
AQR Arbitrage
Connecticut
$316K +$316K +20,347 New
WAM
31
Wolverine Asset Management
Illinois
$306K -$34.9K -2,247 -10%
RIA
32
Realta Investment Advisors
Delaware
$291K -$32.9K -2,118 -10%
HAIM
33
Hunter Associates Investment Management
Pennsylvania
$242K +$242K +15,625 New
Brown Advisory
34
Brown Advisory
Maryland
$235K
COLIM
35
City of London Investment Management
United Kingdom
$204K
P
36
&Partners
Tennessee
$189K +$189K +12,308 New
SPIA
37
Steward Partners Investment Advisory
New York
$185K -$31.6K -2,036 -15%
RJT
38
Raymond James Trust
Florida
$177K
Comerica Bank
39
Comerica Bank
Texas
$56K -$31 -2 -0.1%
AA
40
AlphaMark Advisors
Kentucky
$16K
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$13K +$13K +841 New
EC
42
Elequin Capital
New York
$11.8K -$143K -9,247 -92%
AFS
43
Annapolis Financial Services
Maryland
$2.72K +$2.72K +175 New
AW
44
Atlas Wealth
Ohio
-$4.94M -338,122 Closed
LSC
45
Logan Stone Capital
Illinois
-$472K -32,305 Closed
Millennium Management
46
Millennium Management
New York
-$181K -12,431 Closed
SFS
47
Shaker Financial Services
Virginia
-$173K -11,862 Closed
Bank of America
48
Bank of America
North Carolina
-$133K -9,135 Closed