TBLD

Thornburg Income Builder Opportunities Trust

42 hedge funds and large institutions have $119M invested in Thornburg Income Builder Opportunities Trust in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-8
Holders Change %
-16%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
18
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$452K +$43.2K +2,424 +11%
Walleye Capital
27
Walleye Capital
New York
$444K -$412K -23,145 -48%
HAIM
28
Hunter Associates Investment Management
Pennsylvania
$362K +$68.8K +3,875 +23%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$337K -$99.7K -5,602 -23%
NA
30
NewEdge Advisors
Louisiana
$307K -$180K -10,085 -37%
Brown Advisory
31
Brown Advisory
Maryland
$262K
SPIA
32
Steward Partners Investment Advisory
New York
$231K +$5.58K +313 +2%
RJT
33
Raymond James Trust
Florida
$195K -$28.4K -1,593 -13%
BFWM
34
Bright Futures Wealth Management
New York
$193K -$8.65K -500 -4%
P
35
&Partners
Tennessee
$191K -$43.8K -2,459 -19%
Calamos Advisors
36
Calamos Advisors
Illinois
$183K -$92.6K -5,210 -34%
PCG
37
Prosperity Consulting Group
Maryland
$178K
MFG
38
Mosaic Financial Group
Illinois
$178K
Comerica Bank
39
Comerica Bank
Texas
$99.8K -$53 -3 -0.1%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$32K +$32K +1,786 New
SWA
41
SOA Wealth Advisors
New York
$28.9K
Fidelity Investments
42
Fidelity Investments
Massachusetts
$18 +$18 +1 New
AW
43
Atlas Wealth
Ohio
-$5.68M -347,704 Closed
LCM
44
Landscape Capital Management
New Jersey
-$1.14M -70,828 Closed
AC
45
Almitas Capital
California
-$882K -54,685 Closed
LSC
46
Logan Stone Capital
Illinois
-$861K -53,357 Closed
Bank of America
47
Bank of America
North Carolina
-$342K -21,200 Closed
WAM
48
Wolverine Asset Management
Illinois
-$333K -20,630 Closed
SFS
49
Shaker Financial Services
Virginia
-$252K -15,622 Closed
AA
50
AQR Arbitrage
Connecticut
-$226K -14,114 Closed