TBLD

Thornburg Income Builder Opportunities Trust
TBLD

Overview Fund Activity

42 hedge funds and large institutions have $143M invested in Thornburg Income Builder Opportunities Trust in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-10
Holders Change %
-19.23%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
17
Reduced
13
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$7.23M
2
Raymond James Financial
Raymond James Financial
Florida
$13.6M
3
Stifel Financial
Stifel Financial
Missouri
$10.9M
4
Morgan Stanley
Morgan Stanley
New York
$7.07M
5
LPL Financial
LPL Financial
California
$3.14M

Top Sellers

1
SCM
Saba Capital Management
New York
$9.88M
2
Cohen & Steers
Cohen & Steers
New York
$0
3
WAM
Wolverine Asset Management
Illinois
$0
4
AAM
Advisors Asset Management
Colorado
$8.97M
5
CW
Curio Wealth
Maryland
$2.85K
Name Holding Trade Value Shares
Change 		Shares
Change %
HAIM
26
Hunter Associates Investment Management
Pennsylvania
$368K – – –
NA
27
NewEdge Advisors
Louisiana
$265K – – –
Brown Advisory
28
Brown Advisory
Maryland
$246K – – –
RCM
29
Rivernorth Capital Management
Florida
$244K – – –
XT
30
XTX Topco
Cayman Islands
$239K +$239K +13,348 New
Calamos Advisors
31
Calamos Advisors
Illinois
$220K -$8.79K -490 -4%
HCM
32
Hicks Capital Management
Ohio
$213K +$213K +11,856 New
SOS
33
Silver Oak Securities
Tennessee
$211K +$13.3K +750 +7%
P
34
&Partners
Tennessee
$205K -$13.9K -786 -6%
SPIA
35
Steward Partners Investment Advisory
New York
$197K -$35.8K -1,993 -15%
PCG
36
Prosperity Consulting Group
Maryland
$179K – – –
Comerica Bank
37
Comerica Bank
Texas
$111K +$10.8K +600 +11%
SWA
38
SOA Wealth Advisors
New York
$29.1K – – –
AF
39
Allworth Financial
California
$26.7K +$26.7K +1,500 New
TSMHT
40
Thurston Springer Miller Herd & Titak
Indiana
$4.49K +$4.49K +250 New
CW
41
Curio Wealth
Maryland
$2.85K -$496K -174 -99%
Cohen & Steers
42
Cohen & Steers
New York
– -$1.4M -85,701 Closed
WAM
43
Wolverine Asset Management
Illinois
– -$1.16M -71,548 Closed
1CP
44
1607 Capital Partners
Virginia
– -$348K -21,404 Closed
RAM
45
Readystate Asset Management
Illinois
– -$345K -21,219 Closed
Walleye Capital
46
Walleye Capital
New York
– -$322K -19,752 Closed
Jane Street
47
Jane Street
New York
– -$223K -13,684 Closed
VF
48
Virtu Financial
New York
– -$222K -13,635 Closed
Citadel Advisors
49
Citadel Advisors
Florida
– -$165K -10,158 Closed
MFG
50
Mosaic Financial Group
Illinois
– -$163K -10,000 Closed
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