TBLD

Thornburg Income Builder Opportunities Trust
TBLD

Overview Fund Activity

33 hedge funds and large institutions have $52.1M invested in Thornburg Income Builder Opportunities Trust in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and closing their positions.

Holders
33
Holders Change
+26
Holders Change %
+371.43%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
4
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$12.2M
2
UBS Group
2
UBS Group
Switzerland
$11M
3
WAM
3
Wolverine Asset Management
Illinois
$3.95M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$3.81M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$2.96M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$784K
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$12.2M 652,322 +652,322 New
UBS Group
2
UBS Group
Switzerland
$11M 591,753 +288,656 +95%
WAM
3
Wolverine Asset Management
Illinois
$3.95M 211,684 +211,684 New
PAIM
4
Punch & Associates Investment Management
Minnesota
$3.81M 204,265 +204,265 New
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$2.96M 158,805 +158,805 New
Wells Fargo
6
Wells Fargo
California
$2.87M 154,000 +103,850 +207%
COLIM
7
City of London Investment Management
United Kingdom
$2.76M 147,584 +147,584 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.9M 101,628 +35,878 +55%
Stifel Financial
9
Stifel Financial
Missouri
$1.51M 81,151 +81,151 New
SFS
10
Shaker Financial Services
Virginia
$896K 48,000 +48,000 New
CCP
11
Clough Capital Partners
Massachusetts
$881K 47,200 +47,200 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$805K 43,146 +43,146 New
Millennium Management
13
Millennium Management
New York
$784K 42,006 -102,051 -71%
6M
14
6 Meridian
Kansas
$714K 38,285 +38,285 New
Walleye Capital
15
Walleye Capital
New York
$691K 37,008 +37,008 New
PAG
16
Private Advisor Group
New Jersey
$661K 35,425 +35,425 New
WS
17
Wedbush Securities
California
$613K 32,860 +10,610 +48%
OCM
18
Orser Capital Management
Texas
$530K 28,400 +28,400 New
Jane Street
19
Jane Street
New York
$433K 23,189 +23,189 New
MW
20
Marcum Wealth
Ohio
$373K 20,000 – –
Nomura Holdings
21
Nomura Holdings
Japan
$316K 17,000 +17,000 New
1CP
22
1607 Capital Partners
Virginia
$303K 16,254 +16,254 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$261K 13,994 +13,994 New
SA
24
Strategic Advisors
New York
$223K 12,000 – –
Truist Financial
25
Truist Financial
North Carolina
$198K 10,600 +10,600 New
1
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