Thornburg Income Builder Opportunities Trust
TBLD
48 hedge funds and large institutions have $100M invested in Thornburg Income Builder Opportunities Trust in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 9 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
12% more funds holding
Funds holding: 43 → 48 (+5)
4% less capital invested
Capital invested by funds: $104M → $100M (-$3.93M)
1.63% less ownership
Funds ownership: 20.89% → 19.26% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.92M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$1.26M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.11M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$746K |
| 5 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$468K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
-$9.25M |
| 2 |
Morgan Stanley
New York
|
-$4.24M |
| 3 |
SCM
Saba Capital Management
New York
|
-$1.03M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$534K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$409K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KACA
51
Kayne Anderson Capital Advisors
Los Angeles,
California
| – | -$358K | -23,100 | Closed |
|
|
AA
52
AQR Arbitrage
Greenwich,
Connecticut
| – | -$316K | -20,347 | Closed |
|
|
WAM
53
Wolverine Asset Management
Chicago,
Illinois
| – | -$306K | -19,710 | Closed |
|
|
AA
54
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$16K | -1,000 | Closed |
|
55
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$13K | -841 | Closed |
|
|
EC
56
Elequin Capital
New York
| – | -$11.8K | -758 | Closed |
|
|
AFS
57
Annapolis Financial Services
Annapolis,
Maryland
| – | -$2.71K | -175 | Closed |
|
TBLD Hedge Fund Activity: Q1 2024 in Review
48 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Thornburg Income Builder Opportunities Trust (TBLD) for Q1 2024, worth a combined $100M — down 3.8% from $104M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new TBLD positions and 9 closed out — a net gain of 5 holders — while 17 added to existing stakes and 10 trimmed.
The largest buyer was UBS Group, adding an estimated $2.92M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $9.25M sold.
- 48 institutional investors held Thornburg Income Builder Opportunities Trust (TBLD) as of Q1 2024, up from 43 in Q4 2023.
- Funds reported $100M of Thornburg Income Builder Opportunities Trust stock for Q1 2024, down 3.8% quarter-over-quarter.
- 14 funds opened new Thornburg Income Builder Opportunities Trust positions in Q1 2024 and 9 closed out, a net change of +5 holders.
- The largest Thornburg Income Builder Opportunities Trust buyer in Q1 2024 was UBS Group, an estimated $2.92M added.
- The largest Thornburg Income Builder Opportunities Trust seller in Q1 2024 was Penserra Capital Management, an estimated $9.25M sold.
Based on aggregated 13F filings for Q1 2024.