We are live on ! Find out more
TBLD

Thornburg Income Builder Opportunities Trust
TBLD

37 hedge funds and large institutions have $67.2M invested in Thornburg Income Builder Opportunities Trust in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

34% more capital invested

Capital invested by funds: $50.1M → $67.2M (+$17.1M)

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

3% more funds holding

Funds holding: 36 → 37 (+1)

2.64% more ownership

Funds ownership: 12.24% → 14.88% (+2.6%)

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
16
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$6.69M
2
1CP
1607 Capital Partners
Virginia
+$891K
3
PCM
Penserra Capital Management
California
+$825K
4
Morgan Stanley
Morgan Stanley
New York
+$803K
5
AAM
Advisors Asset Management
Colorado
+$785K

Top Sellers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
-$3.13M
2
Millennium Management
Millennium Management
New York
-$521K
3
Wells Fargo
Wells Fargo
California
-$488K
4
Ameriprise
Ameriprise
Minnesota
-$454K
5
Walleye Capital
Walleye Capital
New York
-$405K
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
26
Elequin Capital
New York
$240K +$233K +16,775 New
Millennium Management
27
Millennium Management
New York
$217K -$521K -37,517 -71%
OC
28
Oppenheimer & Co
New York
$164K – – –
COLIM
29
City of London Investment Management
United Kingdom
$161K +$157K +11,322 New
SPIA
30
Steward Partners Investment Advisory
New York
$152K – – –
T2I
31
Turim 21 Investimentos
Brazil
$148K – – –
Bessemer Group
32
Bessemer Group
New Jersey
$11K +$2.08K +150 +25%
BAAM
33
Baker Avenue Asset Management
California
$4.47K +$4.35K +313 New
Bank of America
34
Bank of America
North Carolina
$2.23K -$15.2K -1,094 -88%
TRCT
35
Tower Research Capital (TRC)
New York
$1K -$29.7K -2,141 -97%
PAG
36
Private Advisor Group
New Jersey
$978 +$37.5K +2,700 +4%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$14 +$14 +1 New
PAIM
38
Punch & Associates Investment Management
Minnesota
– -$3.13M -245,439 Closed
Ameriprise
39
Ameriprise
Minnesota
– -$454K -35,648 Closed
Walleye Capital
40
Walleye Capital
New York
– -$405K -31,778 Closed
AIP
41
Ahrens Investment Partners
Louisiana
– -$349K -27,382 Closed
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
– -$273K -21,422 Closed
FPAS
43
Focus Partners Advisor Solutions
Missouri
– -$127K -10,000 Closed
HI
44
Hudock Inc
Pennsylvania
– -$90K -7,100 Closed
EIP
45
Ellis Investment Partners
Pennsylvania
– -$5K -428 Closed
1
2

TBLD Hedge Fund Activity: Q4 2022 in Review

37 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Thornburg Income Builder Opportunities Trust (TBLD) for Q4 2022, worth a combined $67.2M — up 34% from $50.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TBLD positions and 8 closed out — a net gain of 2 holders — while 16 added to existing stakes and 8 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $6.69M. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $3.13M sold.

  • 37 institutional investors held Thornburg Income Builder Opportunities Trust (TBLD) as of Q4 2022, up from 36 in Q3 2022.
  • Funds reported $67.2M of Thornburg Income Builder Opportunities Trust stock for Q4 2022, up 34% quarter-over-quarter.
  • 10 funds opened new Thornburg Income Builder Opportunities Trust positions in Q4 2022 and 8 closed out, a net change of +2 holders.
  • The largest Thornburg Income Builder Opportunities Trust buyer in Q4 2022 was Saba Capital Management, an estimated $6.69M added.
  • The largest Thornburg Income Builder Opportunities Trust seller in Q4 2022 was Punch & Associates Investment Management, an estimated $3.13M sold.

Based on aggregated 13F filings for Q4 2022.