TBLD

Thornburg Income Builder Opportunities Trust
TBLD

Overview Fund Activity

50 hedge funds and large institutions have $114M invested in Thornburg Income Builder Opportunities Trust in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
22
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$17.4M
2
AW
2
Atlas Wealth
Ohio
$5.68M
3
UBS Group
3
UBS Group
Switzerland
$26.2M
4
RJA
4
Raymond James & Associates
Florida
$5.31M
5
AC
5
Almitas Capital
California
$882K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.93M
2
1CP
2
1607 Capital Partners
Virginia
$3.1M
3
Invesco
3
Invesco
Georgia
$1.8M
4
AWM
4
Avior Wealth Management
Nebraska
$0
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Capital
26
Walleye Capital
New York
$776K -$63K -3,904 -8%
WS
27
Wedbush Securities
California
$598K -$63K -3,908 -10%
OC
28
Oppenheimer & Co
New York
$554K +$48.4K +3,000 +10%
NA
29
NewEdge Advisors
Louisiana
$441K -$57.1K -3,538 -11%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$396K +$46.8K +2,900 +13%
Osaic Holdings
31
Osaic Holdings
Arizona
$370K -$65.2K -4,044 -15%
Bank of America
32
Bank of America
North Carolina
$342K +$313K +19,433 +1,100%
WAM
33
Wolverine Asset Management
Illinois
$333K +$333K +20,630 New
HAIM
34
Hunter Associates Investment Management
Pennsylvania
$267K +$14.5K +900 +6%
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$261K +$198K +12,260 +311%
SFS
36
Shaker Financial Services
Virginia
$252K -$62.6K -3,878 -20%
Calamos Advisors
37
Calamos Advisors
Illinois
$250K +$250K +15,508 New
Brown Advisory
38
Brown Advisory
Maryland
$237K -$6.45K -400 -3%
AA
39
AQR Arbitrage
Connecticut
$226K +$226K +14,114 New
P
40
&Partners
Tennessee
$213K +$14.4K +895 +7%
RIA
41
Realta Investment Advisors
Delaware
$207K -$43.8K -2,714 -17%
SPIA
42
Steward Partners Investment Advisory
New York
$204K -$5.57K -345 -3%
RJT
43
Raymond James Trust
Florida
$202K +$18.1K +1,125 +10%
BFWM
44
Bright Futures Wealth Management
New York
$189K – – –
FSI
45
Flow State Investments
Illinois
$171K +$171K +10,632 New
PCG
46
Prosperity Consulting Group
Maryland
$161K – – –
AGM
47
Alpine Global Management
New York
$161K +$161K +10,000 New
MFG
48
Mosaic Financial Group
Illinois
$161K – – –
Comerica Bank
49
Comerica Bank
Texas
$90.4K +$32.1K +1,992 +55%
SWA
50
SOA Wealth Advisors
New York
$26.1K +$26.1K +1,620 New
1
2
3