TBLD

Thornburg Income Builder Opportunities Trust
TBLD

Overview Fund Activity

42 hedge funds and large institutions have $143M 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, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-10
Holders Change %
-19.23%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
17
Reduced
13
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$7.23M
2
Raymond James Financial
2
Raymond James Financial
Florida
$13.6M
3
Stifel Financial
3
Stifel Financial
Missouri
$10.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$7.07M
5
LPL Financial
5
LPL Financial
California
$3.14M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$9.88M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
AAM
4
Advisors Asset Management
Colorado
$8.97M
5
CW
5
Curio Wealth
Maryland
$2.85K
Name Holding Trade Value Shares
Change 		Shares
Change %
BMO
51
Beck Mack & Oliver
New York
– -$163K -10,000 Closed
SC
52
SouthState Corp
Florida
– -$87.4K -5,371 Closed
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
– -$12.2K -750 Closed
DJSG
54
D.J. St. Germain
Massachusetts
– -$10.6K -650 Closed
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