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TBLD

Thornburg Income Builder Opportunities Trust

7 hedge funds and large institutions have $12.4M invested in Thornburg Income Builder Opportunities Trust in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
+7
Holders Change %
% of All Funds
0.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$6.08M +$6.11M +303,097 New
Millennium Management
2
Millennium Management
New York
$2.89M +$2.9M +144,057 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.32M +$1.33M +65,750 New
Wells Fargo
4
Wells Fargo
California
$1.01M +$1.01M +50,150 New
WS
5
Wedbush Securities
California
$446K +$449K +22,250 New
MW
6
Marcum Wealth
Ohio
$401K +$403K +20,000 New
SA
7
Strategic Advisors
New York
$240K +$242K +12,000 New

TBLD Hedge Fund Activity: Q3 2021 in Review

7 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Thornburg Income Builder Opportunities Trust (TBLD) for Q3 2021, worth a combined $12.4M.

Buyers outnumbered sellers: 7 funds opened new TBLD positions and 0 closed out — a net gain of 7 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $6.11M.

  • 7 institutional investors held Thornburg Income Builder Opportunities Trust (TBLD) as of Q3 2021, up from 0 in Q2 2021.
  • Funds reported $12.4M of Thornburg Income Builder Opportunities Trust stock for Q3 2021.
  • 7 funds opened new Thornburg Income Builder Opportunities Trust positions in Q3 2021 and 0 closed out, a net change of +7 holders.
  • The largest Thornburg Income Builder Opportunities Trust buyer in Q3 2021 was UBS Group, an estimated $6.11M added.

Based on aggregated 13F filings for Q3 2021.