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TBLD

Thornburg Income Builder Opportunities Trust
TBLD

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.

New
Increased
Maintained
Reduced
Closed

371% more funds holding

Funds holding: 7 → 33 (+26)

321% more capital invested

Capital invested by funds: $12.4M → $52.1M (+$39.7M)

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

8.7% more ownership

Funds ownership: 0% → 8.7% (+8.7%)

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

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$12.6M
2
UBS Group
UBS Group
Switzerland
+$5.58M
3
WAM
Wolverine Asset Management
Illinois
+$4.09M
4
PAIM
Punch & Associates Investment Management
Minnesota
+$3.95M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$3.07M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$1.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$12.2M +$12.6M +652,322 New
UBS Group
2
UBS Group
Switzerland
$11M +$5.58M +288,656 +95%
WAM
3
Wolverine Asset Management
Illinois
$3.95M +$4.09M +211,684 New
PAIM
4
Punch & Associates Investment Management
Minnesota
$3.81M +$3.95M +204,265 New
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$2.96M +$3.07M +158,805 New
Wells Fargo
6
Wells Fargo
California
$2.87M +$2.01M +103,850 +207%
COLIM
7
City of London Investment Management
United Kingdom
$2.75M +$2.85M +147,584 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.9M +$694K +35,878 +55%
Stifel Financial
9
Stifel Financial
Missouri
$1.51M +$1.57M +81,151 New
SFS
10
Shaker Financial Services
Virginia
$896K +$928K +48,000 New
CCP
11
Clough Capital Partners
Massachusetts
$881K +$913K +47,200 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$805K +$834K +43,146 New
Millennium Management
13
Millennium Management
New York
$784K -$1.97M -102,051 -71%
6M
14
6 Meridian
Kansas
$714K +$740K +38,285 New
Walleye Capital
15
Walleye Capital
New York
$691K +$716K +37,008 New
PAG
16
Private Advisor Group
New Jersey
$661K +$685K +35,425 New
WS
17
Wedbush Securities
California
$613K +$205K +10,610 +48%
OCM
18
Orser Capital Management
Texas
$530K +$549K +28,400 New
Jane Street
19
Jane Street
New York
$433K +$448K +23,189 New
MW
20
Marcum Wealth
Ohio
$373K – – –
Nomura Holdings
21
Nomura Holdings
Japan
$316K +$329K +17,000 New
1CP
22
1607 Capital Partners
Virginia
$303K +$314K +16,254 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$261K +$271K +13,994 New
SA
24
Strategic Advisors
New York
$223K – – –
Truist Financial
25
Truist Financial
North Carolina
$198K +$205K +10,600 New
1
2

TBLD Hedge Fund Activity: Q4 2021 in Review

33 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Thornburg Income Builder Opportunities Trust (TBLD) for Q4 2021, worth a combined $52.1M — up 321% from $12.4M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new TBLD positions and 0 closed out — a net gain of 26 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $12.6M. The largest seller was Millennium Management, cutting an estimated $1.97M.

  • 33 institutional investors held Thornburg Income Builder Opportunities Trust (TBLD) as of Q4 2021, up from 7 in Q3 2021.
  • Funds reported $52.1M of Thornburg Income Builder Opportunities Trust stock for Q4 2021, up 321% quarter-over-quarter.
  • 26 funds opened new Thornburg Income Builder Opportunities Trust positions in Q4 2021 and 0 closed out, a net change of +26 holders.
  • The largest Thornburg Income Builder Opportunities Trust buyer in Q4 2021 was Rivernorth Capital Management, an estimated $12.6M added.
  • The largest Thornburg Income Builder Opportunities Trust seller in Q4 2021 was Millennium Management, an estimated $1.97M sold.

Based on aggregated 13F filings for Q4 2021.