TBLD

Thornburg Income Builder Opportunities Trust

47 hedge funds and large institutions have $156M invested in Thornburg Income Builder Opportunities Trust in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$527K
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$447K
CIA
28
Concurrent Investment Advisors
Florida
$408K
HAIM
29
Hunter Associates Investment Management
Pennsylvania
$402K
SPIA
30
Steward Partners Investment Advisory
New York
$381K
NA
31
NewEdge Advisors
Louisiana
$319K
KWM
32
Kingsview Wealth Management
Oregon
$313K
Brown Advisory
33
Brown Advisory
Maryland
$269K
BBHC
34
Brown Brothers Harriman & Co
New York
$236K
SOS
35
Silver Oak Securities
Tennessee
$233K
HCM
36
Hicks Capital Management
Ohio
$233K
P
37
&Partners
Tennessee
$226K
Calamos Advisors
38
Calamos Advisors
Illinois
$221K
PCG
39
Prosperity Consulting Group
Maryland
$196K
Comerica Bank
40
Comerica Bank
Texas
$122K
Bank of America
41
Bank of America
North Carolina
$120K
SWA
42
SOA Wealth Advisors
New York
$32K
TSMHT
43
Thurston Springer Miller Herd & Titak
Indiana
$24.5K
NFSG
44
Newbridge Financial Services Group
Florida
$19.6K
GRP
45
Global Retirement Partners
California
$13.7K
BTI
46
Blue Trust Inc
Georgia
$9.81K
SCM
47
Saba Capital Management
New York
RCM
48
Rivernorth Capital Management
Florida
XT
49
XTX Topco
Cayman Islands
AF
50
Allworth Financial
California