TBLD

Thornburg Income Builder Opportunities Trust
TBLD

Overview Fund Activity

48 hedge funds and large institutions have $100M invested in Thornburg Income Builder Opportunities Trust in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 9 closing their positions.

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
14
Increased
17
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$23.9M
2
Stifel Financial
2
Stifel Financial
Missouri
$5.46M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$10.5M
4
LCM
4
Landscape Capital Management
New Jersey
$765K
5
AWM
5
Avior Wealth Management
Nebraska
$480K

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$4.3M
3
SCM
3
Saba Capital Management
New York
$11.1M
4
AAM
4
Advisors Asset Management
Colorado
$8.67M
5
1CP
5
1607 Capital Partners
Virginia
$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KACA
51
Kayne Anderson Capital Advisors
California
– -$358K -23,100 Closed
AA
52
AQR Arbitrage
Connecticut
– -$316K -20,347 Closed
WAM
53
Wolverine Asset Management
Illinois
– -$306K -19,710 Closed
AA
54
AlphaMark Advisors
Kentucky
– -$16K -1,000 Closed
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
– -$13K -841 Closed
EC
56
Elequin Capital
New York
– -$11.8K -758 Closed
AFS
57
Annapolis Financial Services
Maryland
– -$2.72K -175 Closed
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