Thornburg Income Builder Opportunities Trust
TBLD
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.
650% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 2
75% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 12
24% more funds holding
Funds holding: 42 → 52 (+10)
14% more capital invested
Capital invested by funds: $119M → $136M (+$17M)
5.14% more ownership
Funds ownership: 20.81% → 25.96% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.92M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$1.61M |
| 3 |
Morgan Stanley
New York
|
+$1.33M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.26M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$2.19M |
| 2 |
Cohen & Steers
New York
|
-$1.09M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$438K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$385K |
| 5 |
BFWM
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
-$193K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CW
51
Curio Wealth
Annapolis,
Maryland
| $2.85K | +$2.96K | +175 | New |
|
|
BFWM
52
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| – | -$193K | -11,135 | Closed |
|
53
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$30K | -1,777 | -99% |
|
54
Fidelity Investments
Boston,
Massachusetts
| – | -$18 | -1 | Closed |
|
TBLD Hedge Fund Activity: Q4 2024 in Review
52 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Thornburg Income Builder Opportunities Trust (TBLD) for Q4 2024, worth a combined $136M — up 14% from $119M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new TBLD positions and 2 closed out — a net gain of 13 holders — while 21 added to existing stakes and 12 trimmed.
The largest buyer was UBS Group, adding an estimated $3.92M. The largest seller was Saba Capital Management, cutting an estimated $2.19M.
- 52 institutional investors held Thornburg Income Builder Opportunities Trust (TBLD) as of Q4 2024, up from 42 in Q3 2024.
- Funds reported $136M of Thornburg Income Builder Opportunities Trust stock for Q4 2024, up 14% quarter-over-quarter.
- 15 funds opened new Thornburg Income Builder Opportunities Trust positions in Q4 2024 and 2 closed out, a net change of +13 holders.
- The largest Thornburg Income Builder Opportunities Trust buyer in Q4 2024 was UBS Group, an estimated $3.92M added.
- The largest Thornburg Income Builder Opportunities Trust seller in Q4 2024 was Saba Capital Management, an estimated $2.19M sold.
Based on aggregated 13F filings for Q4 2024.