Thornburg Income Builder Opportunities Trust
TBLD
25 hedge funds and large institutions have $50M invested in Thornburg Income Builder Opportunities Trust in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 15 closing their positions.
0.42% more ownership
Funds ownership: 8.7% → 9.11% (+0.42%)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
4% less capital invested
Capital invested by funds: $52.1M → $50M (-$2.1M)
24% less funds holding
Funds holding: 33 → 25 (-8)
47% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$11.4M |
| 2 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$3.18M |
| 3 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$2.84M |
| 4 |
Cohen & Steers
New York
|
+$1.6M |
| 5 |
Millennium Management
New York
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$11.2M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$2.75M |
| 3 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$881K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$824K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$805K |
TBLD Hedge Fund Activity: Q1 2022 in Review
25 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Thornburg Income Builder Opportunities Trust (TBLD) for Q1 2022, worth a combined $50M — down 4% from $52.1M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of TBLD and 8 opened new positions — a net loss of 7 holders — while 8 trimmed existing stakes and 8 added.
The largest buyer was Penserra Capital Management, opening a new position worth an estimated $11.4M. The largest seller was Rivernorth Capital Management, cutting an estimated $11.2M.
- 25 institutional investors held Thornburg Income Builder Opportunities Trust (TBLD) as of Q1 2022, down from 33 in Q4 2021.
- Funds reported $50M of Thornburg Income Builder Opportunities Trust stock for Q1 2022, down 4% quarter-over-quarter.
- 8 funds opened new Thornburg Income Builder Opportunities Trust positions in Q1 2022 and 15 closed out, a net change of -7 holders.
- The largest Thornburg Income Builder Opportunities Trust buyer in Q1 2022 was Penserra Capital Management, an estimated $11.4M added.
- The largest Thornburg Income Builder Opportunities Trust seller in Q1 2022 was Rivernorth Capital Management, an estimated $11.2M sold.
Based on aggregated 13F filings for Q1 2022.