Thornburg Income Builder Opportunities Trust
TBLD
43 hedge funds and large institutions have $145M 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, 14 reducing their positions, and 13 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 14
7% more capital invested
Capital invested by funds: $136M → $145M (+$9.14M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.78% less ownership
Funds ownership: 25.96% → 25.18% (-0.78%)
17% less funds holding
Funds holding: 52 → 43 (-9)
69% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.04M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.08M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$597K |
| 4 |
Morgan Stanley
New York
|
+$378K |
| 5 |
LPL Financial
San Diego,
California
|
+$330K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$2.68M |
| 2 |
Cohen & Steers
New York
|
-$1.4M |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$1.38M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.16M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$727K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BMO
51
Beck Mack & Oliver
New York
| – | -$163K | -10,000 | Closed |
|
|
MFG
52
Mosaic Financial Group
Chicago,
Illinois
| – | -$163K | -10,000 | Closed |
|
|
SC
53
SouthState Corp
Winter Haven,
Florida
| – | -$87.4K | -5,371 | Closed |
|
54
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$12.2K | -750 | Closed |
|
|
DJSG
55
D.J. St. Germain
Springfield,
Massachusetts
| – | -$10.6K | -650 | Closed |
|
TBLD Hedge Fund Activity: Q1 2025 in Review
43 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Thornburg Income Builder Opportunities Trust (TBLD) for Q1 2025, worth a combined $145M — up 6.7% from $136M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of TBLD and 4 opened new positions — a net loss of 9 holders — while 14 trimmed existing stakes and 17 added.
The largest buyer was Wells Fargo, adding an estimated $2.04M. The largest seller was Saba Capital Management, cutting an estimated $2.68M.
- 43 institutional investors held Thornburg Income Builder Opportunities Trust (TBLD) as of Q1 2025, down from 52 in Q4 2024.
- Funds reported $145M of Thornburg Income Builder Opportunities Trust stock for Q1 2025, up 6.7% quarter-over-quarter.
- 4 funds opened new Thornburg Income Builder Opportunities Trust positions in Q1 2025 and 13 closed out, a net change of -9 holders.
- The largest Thornburg Income Builder Opportunities Trust buyer in Q1 2025 was Wells Fargo, an estimated $2.04M added.
- The largest Thornburg Income Builder Opportunities Trust seller in Q1 2025 was Saba Capital Management, an estimated $2.68M sold.
Based on aggregated 13F filings for Q1 2025.