Thornburg Income Builder Opportunities Trust
TBLD
39 hedge funds and large institutions have $86.4M invested in Thornburg Income Builder Opportunities Trust in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 4 reducing their positions, and 2 closing their positions.
475% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 4
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
22% more funds holding
Funds holding: 32 → 39 (+7)
11% more capital invested
Capital invested by funds: $77.6M → $86.4M (+$8.77M)
2.17% more ownership
Funds ownership: 15.5% → 17.66% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.86M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$1.69M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.18M |
| 4 |
PCM
Penserra Capital Management
Orinda,
California
|
+$698K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$692K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$258K |
| 2 |
JP Morgan Chase
New York
|
-$228K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$204K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$27.3K |
| 5 |
LIG
Lokken Investment Group
Lewes,
Delaware
|
-$19.5K |
TBLD Hedge Fund Activity: Q2 2023 in Review
39 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Thornburg Income Builder Opportunities Trust (TBLD) for Q2 2023, worth a combined $86.4M — up 11% from $77.6M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new TBLD positions and 2 closed out — a net gain of 8 holders — while 23 added to existing stakes and 4 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.86M. The largest seller was Saba Capital Management, cutting an estimated $258K.
- 39 institutional investors held Thornburg Income Builder Opportunities Trust (TBLD) as of Q2 2023, up from 32 in Q1 2023.
- Funds reported $86.4M of Thornburg Income Builder Opportunities Trust stock for Q2 2023, up 11% quarter-over-quarter.
- 10 funds opened new Thornburg Income Builder Opportunities Trust positions in Q2 2023 and 2 closed out, a net change of +8 holders.
- The largest Thornburg Income Builder Opportunities Trust buyer in Q2 2023 was Wells Fargo, an estimated $1.86M added.
- The largest Thornburg Income Builder Opportunities Trust seller in Q2 2023 was Saba Capital Management, an estimated $258K sold.
Based on aggregated 13F filings for Q2 2023.