TBLD

Thornburg Income Builder Opportunities Trust
TBLD

Overview Fund Activity

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
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$9.83M
2
UBS Group
2
UBS Group
Switzerland
$32.1M
3
Stifel Financial
3
Stifel Financial
Missouri
$8.56M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.49M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$1.91M

Top Sellers

1
AW
1
Atlas Wealth
Ohio
$0
2
SCM
2
Saba Capital Management
New York
$14.9M
3
1CP
3
1607 Capital Partners
Virginia
$843K
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
AC
5
Almitas Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
51
Realta Investment Advisors
Delaware
– -$207K -12,834 Closed
FSI
52
Flow State Investments
Illinois
– -$171K -10,632 Closed
AGM
53
Alpine Global Management
New York
– -$161K -10,000 Closed
1 2
3