TBLD

Thornburg Income Builder Opportunities Trust
TBLD

Overview Fund Activity

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.

Holders
52
Holders Change
+10
Holders Change %
+23.81%
% of All Funds
0.69%
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

1
UBS Group
1
UBS Group
Switzerland
$33.1M
2
Stifel Financial
2
Stifel Financial
Missouri
$9.37M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.06M
4
LPL Financial
4
LPL Financial
California
$2.54M
5
WAM
5
Wolverine Asset Management
Illinois
$1.16M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$11.5M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.4M
3
1CP
3
1607 Capital Partners
Virginia
$348K
4
Wells Fargo
4
Wells Fargo
California
$4.64M
5
BFWM
5
Bright Futures Wealth Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$532K +$47.5K +2,918 +10%
Osaic Holdings
27
Osaic Holdings
Arizona
$413K +$684 +42 +0.2%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$360K +$51.4K +3,152 +17%
1CP
29
1607 Capital Partners
Virginia
$348K -$422K -25,930 -55%
RAM
30
Readystate Asset Management
Illinois
$345K +$345K +21,219 New
HAIM
31
Hunter Associates Investment Management
Pennsylvania
$334K +$1.63K +100 +0.5%
Walleye Capital
32
Walleye Capital
New York
$322K -$84.8K -5,207 -21%
NA
33
NewEdge Advisors
Louisiana
$240K -$40.7K -2,500 -14%
Brown Advisory
34
Brown Advisory
Maryland
$223K -$16.3K -1,000 -7%
Jane Street
35
Jane Street
New York
$223K +$223K +13,684 New
VF
36
Virtu Financial
New York
$222K +$222K +13,635 New
RCM
37
Rivernorth Capital Management
Florida
$222K +$222K +13,620 New
SPIA
38
Steward Partners Investment Advisory
New York
$211K +$342 +21 +0.2%
Calamos Advisors
39
Calamos Advisors
Illinois
$208K +$39.9K +2,450 +24%
P
40
&Partners
Tennessee
$202K +$25.9K +1,579 +15%
SOS
41
Silver Oak Securities
Tennessee
$183K +$183K +11,135 New
Citadel Advisors
42
Citadel Advisors
Florida
$165K +$165K +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 +$163K +10,000 New
Comerica Bank
46
Comerica Bank
Texas
$91.2K – – –
SC
47
SouthState Corp
Florida
$87.4K +$87.4K +5,371 New
SWA
48
SOA Wealth Advisors
New York
$26.4K – – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$12.2K +$12.2K +750 New
DJSG
50
D.J. St. Germain
Massachusetts
$10.6K +$10.6K +650 New
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