Thornburg Income Builder Opportunities Trust
TBLD
42 hedge funds and large institutions have $119M invested in Thornburg Income Builder Opportunities Trust in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 11 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 17
4% more capital invested
Capital invested by funds: $114M → $119M (+$4.23M)
1.32% less ownership
Funds ownership: 22.13% → 20.81% (-1.3%)
16% less funds holding
Funds holding: 50 → 42 (-8)
73% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.74M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$1.62M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.08M |
| 5 |
Rockefeller Capital Management
New York
|
+$790K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$5.68M |
| 2 |
SCM
Saba Capital Management
New York
|
-$4.09M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$2.44M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$1.14M |
| 5 |
AC
Almitas Capital
Santa Monica,
California
|
-$882K |
TBLD Hedge Fund Activity: Q3 2024 in Review
42 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Thornburg Income Builder Opportunities Trust (TBLD) for Q3 2024, worth a combined $119M — up 3.7% from $114M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of TBLD and 3 opened new positions — a net loss of 8 holders — while 17 trimmed existing stakes and 18 added.
The largest buyer was Raymond James & Associates, adding an estimated $3.74M. The largest seller was Atlas Wealth, exiting entirely with an estimated $5.68M sold.
- 42 institutional investors held Thornburg Income Builder Opportunities Trust (TBLD) as of Q3 2024, down from 50 in Q2 2024.
- Funds reported $119M of Thornburg Income Builder Opportunities Trust stock for Q3 2024, up 3.7% quarter-over-quarter.
- 3 funds opened new Thornburg Income Builder Opportunities Trust positions in Q3 2024 and 11 closed out, a net change of -8 holders.
- The largest Thornburg Income Builder Opportunities Trust buyer in Q3 2024 was Raymond James & Associates, an estimated $3.74M added.
- The largest Thornburg Income Builder Opportunities Trust seller in Q3 2024 was Atlas Wealth, an estimated $5.68M sold.
Based on aggregated 13F filings for Q3 2024.