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TBLD

Thornburg Income Builder Opportunities Trust
TBLD

52 hedge funds and large institutions have $136M invested in Thornburg Income Builder Opportunities Trust in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

24% more funds holding

Funds holding: 42 → 52 (+10)

14% more capital invested

Capital invested by funds: $119M → $136M (+$17M)

5.14% more ownership

Funds ownership: 20.81% → 25.96% (+5.1%)

Holders
52
Holders Change
+10
Holders Change %
+23.81%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
21
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$3.92M
2
Stifel Financial
Stifel Financial
Missouri
+$1.61M
3
Morgan Stanley
Morgan Stanley
New York
+$1.33M
4
LPL Financial
LPL Financial
California
+$1.26M
5
WAM
Wolverine Asset Management
Illinois
+$1.21M

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$2.19M
2
Cohen & Steers
Cohen & Steers
New York
-$1.09M
3
1CP
1607 Capital Partners
Virginia
-$438K
4
Wells Fargo
Wells Fargo
California
-$385K
5
BFWM
Bright Futures Wealth Management
New York
-$193K
Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$532K +$49.3K +2,918 +10%
Osaic Holdings
27
Osaic Holdings
Arizona
$413K +$710 +42 +0.2%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$360K +$53.3K +3,152 +17%
1CP
29
1607 Capital Partners
Virginia
$348K -$438K -25,930 -55%
RAM
30
Readystate Asset Management
Illinois
$345K +$359K +21,219 New
HAIM
31
Hunter Associates Investment Management
Pennsylvania
$334K +$1.69K +100 +0.5%
Walleye Capital
32
Walleye Capital
New York
$322K -$88K -5,207 -21%
NA
33
NewEdge Advisors
Louisiana
$240K -$42.3K -2,500 -14%
Brown Advisory
34
Brown Advisory
Maryland
$223K -$16.9K -1,000 -7%
Jane Street
35
Jane Street
New York
$223K +$231K +13,684 New
VF
36
Virtu Financial
New York
$222K +$230K +13,635 New
RCM
37
Rivernorth Capital Management
Florida
$222K +$230K +13,620 New
SPIA
38
Steward Partners Investment Advisory
New York
$211K +$355 +21 +0.2%
Calamos Advisors
39
Calamos Advisors
Illinois
$208K +$41.4K +2,450 +24%
P
40
&Partners
Tennessee
$202K +$26.7K +1,579 +15%
SOS
41
Silver Oak Securities
Tennessee
$183K +$188K +11,135 New
Citadel Advisors
42
Citadel Advisors
Florida
$165K +$172K +10,158 New
MFG
43
Mosaic Financial Group
Illinois
$163K – – –
PCG
44
Prosperity Consulting Group
Maryland
$163K – – –
BMO
45
Beck Mack & Oliver
New York
$163K +$169K +10,000 New
Comerica Bank
46
Comerica Bank
Texas
$91.2K – – –
SC
47
SouthState Corp
Florida
$87.4K +$90.8K +5,371 New
SWA
48
SOA Wealth Advisors
New York
$26.4K – – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$12.2K +$12.7K +750 New
DJSG
50
D.J. St. Germain
Massachusetts
$10.6K +$11K +650 New
1
2
3

TBLD Hedge Fund Activity: Q4 2024 in Review

52 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Thornburg Income Builder Opportunities Trust (TBLD) for Q4 2024, worth a combined $136M — up 14% from $119M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TBLD positions and 2 closed out — a net gain of 13 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was UBS Group, adding an estimated $3.92M. The largest seller was Saba Capital Management, cutting an estimated $2.19M.

  • 52 institutional investors held Thornburg Income Builder Opportunities Trust (TBLD) as of Q4 2024, up from 42 in Q3 2024.
  • Funds reported $136M of Thornburg Income Builder Opportunities Trust stock for Q4 2024, up 14% quarter-over-quarter.
  • 15 funds opened new Thornburg Income Builder Opportunities Trust positions in Q4 2024 and 2 closed out, a net change of +13 holders.
  • The largest Thornburg Income Builder Opportunities Trust buyer in Q4 2024 was UBS Group, an estimated $3.92M added.
  • The largest Thornburg Income Builder Opportunities Trust seller in Q4 2024 was Saba Capital Management, an estimated $2.19M sold.

Based on aggregated 13F filings for Q4 2024.