Thornburg Income Builder Opportunities Trust
TBLD
54 hedge funds and large institutions have $190M invested in Thornburg Income Builder Opportunities Trust in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 6 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 18
3% more capital invested
Capital invested by funds: $185M → $190M (+$5.75M)
0.41% more ownership
Funds ownership: 28.56% → 28.97% (+0.41%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
4% less funds holding
Funds holding: 56 → 54 (-2)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$2.88M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.56M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.21M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$1.11M |
| 5 |
LPL Financial
San Diego,
California
|
+$916K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWP
51
Clark Wealth Partners
O'fallon,
Illinois
| $14K | +$14.1K | +660 | New |
|
|
WT
52
Whittier Trust
South Pasadena,
California
| $10.7K | – | – | – |
|
|
TSMHT
53
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $4.23K | -$5.33K | -250 | -56% |
|
|
HWP
54
Highline Wealth Partners
Sherman Oaks,
California
| $3.17K | +$3.2K | +150 | New |
|
|
RAM
55
Readystate Asset Management
Chicago,
Illinois
| – | -$955K | -47,524 | Closed |
|
56
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$411K | -20,440 | Closed |
|
|
KWM
57
KW Wealth Management
Sacramento,
California
| – | -$283K | -14,058 | Closed |
|
58
Bank of America
Charlotte,
North Carolina
| – | -$269K | -13,407 | Closed |
|
|
SOS
59
Silver Oak Securities
Jackson,
Tennessee
| – | -$202K | -10,060 | Closed |
|
|
PWPS
60
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$181 | -9 | Closed |
|
TBLD Hedge Fund Activity: Q1 2026 in Review
54 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Thornburg Income Builder Opportunities Trust (TBLD) for Q1 2026, worth a combined $190M — up 3.1% from $185M a quarter earlier.
Fund positioning in TBLD was balanced in Q1 2026: 6 funds opened new positions, 6 closed out, 23 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.88M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $3.46M.
- 54 institutional investors held Thornburg Income Builder Opportunities Trust (TBLD) as of Q1 2026, down from 56 in Q4 2025.
- Funds reported $190M of Thornburg Income Builder Opportunities Trust stock for Q1 2026, up 3.1% quarter-over-quarter.
- 6 funds opened new Thornburg Income Builder Opportunities Trust positions in Q1 2026 and 6 closed out, a net change of 0 holders.
- The largest Thornburg Income Builder Opportunities Trust buyer in Q1 2026 was Morgan Stanley, an estimated $2.88M added.
- The largest Thornburg Income Builder Opportunities Trust seller in Q1 2026 was Thomas J. Herzfeld Advisors, an estimated $3.46M sold.
Based on aggregated 13F filings for Q1 2026.