TBLD

Thornburg Income Builder Opportunities Trust
TBLD

Overview Fund Activity

36 hedge funds and large institutions have $50.1M invested in Thornburg Income Builder Opportunities Trust in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
36
Holders Change
+7
Holders Change %
+24.14%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$11.2M
2
WAM
2
Wolverine Asset Management
Illinois
$3.79M
3
1CP
3
1607 Capital Partners
Virginia
$2.28M
4
SCM
4
Saba Capital Management
New York
$1.1M
5
AAM
5
Advisors Asset Management
Colorado
$2.52M

Top Sellers

1
LGWM
1
Litman Gregory Wealth Management
California
$0
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$3.13M
3
PCM
3
Penserra Capital Management
California
$7.68M
4
Millennium Management
4
Millennium Management
New York
$673K
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$11.2M 879,969 +246,112 +39%
PCM
2
Penserra Capital Management
California
$7.68M 601,774 -23,091 -4%
WAM
3
Wolverine Asset Management
Illinois
$3.79M 297,180 +108,854 +58%
PAIM
4
Punch & Associates Investment Management
Minnesota
$3.13M 245,439 -131,716 -35%
Wells Fargo
5
Wells Fargo
California
$3.1M 243,435 +70,601 +41%
AAM
6
Advisors Asset Management
Colorado
$2.52M 197,757 +74,868 +61%
1CP
7
1607 Capital Partners
Virginia
$2.28M 178,767 +101,333 +131%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.97M 154,548 +34,801 +29%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$1.92M 150,830 -11,319 -7%
Stifel Financial
10
Stifel Financial
Missouri
$1.84M 144,256 +9,586 +7%
Cohen & Steers
11
Cohen & Steers
New York
$1.5M 117,745 +23,852 +25%
SCM
12
Saba Capital Management
New York
$1.1M 86,424 +86,424 New
FMN
13
Financial Management Network
California
$936K 68,052 +38,746 +132%
PAG
14
Private Advisor Group
New Jersey
$838K 65,793 +30,075 +84%
Morgan Stanley
15
Morgan Stanley
New York
$815K 63,963 +29,586 +86%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$781K 61,297 -520 -0.8%
WS
17
Wedbush Securities
California
$767K 60,197 -1,899 -3%
Millennium Management
18
Millennium Management
New York
$673K 52,706 -18,293 -26%
Ameriprise
19
Ameriprise
Minnesota
$454K 35,648 +7,900 +28%
H6H
20
Hightower 6M Holding
Kansas
$423K 33,234 +21,318 +179%
Walleye Capital
21
Walleye Capital
New York
$405K 31,778 +31,778 New
AIP
22
Ahrens Investment Partners
Louisiana
$349K 27,382 +27,382 New
Invesco
23
Invesco
Georgia
$281K 22,058 +10,144 +85%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$273K 21,422 +21,422 New
RJA
25
Raymond James & Associates
Florida
$197K 15,486 +15,486 New
1
2