TBLD

Thornburg Income Builder Opportunities Trust
TBLD

Overview Fund Activity

37 hedge funds and large institutions have $67.2M invested in Thornburg Income Builder Opportunities Trust in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 8 closing their positions.

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
16
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$8.11M
2
AW
2
Atlas Wealth
Ohio
$4.58M
3
1CP
3
1607 Capital Partners
Virginia
$3.47M
4
PCM
4
Penserra Capital Management
California
$9.44M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.74M

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$0
2
Millennium Management
2
Millennium Management
New York
$217K
3
Wells Fargo
3
Wells Fargo
California
$2.97M
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
Walleye Capital
5
Walleye Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$12.8M 894,946 +14,977 +2%
PCM
2
Penserra Capital Management
California
$9.44M 661,149 +59,375 +10%
SCM
3
Saba Capital Management
New York
$8.11M 568,265 +481,841 +558%
AW
4
Atlas Wealth
Ohio
$4.58M 320,602 +320,602 New
WAM
5
Wolverine Asset Management
Illinois
$3.89M 272,653 -24,527 -8%
AAM
6
Advisors Asset Management
Colorado
$3.63M 254,300 +56,543 +29%
1CP
7
1607 Capital Partners
Virginia
$3.47M 242,876 +64,109 +36%
Wells Fargo
8
Wells Fargo
California
$2.97M 208,280 -35,155 -14%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.49M 174,214 +19,666 +13%
Stifel Financial
10
Stifel Financial
Missouri
$2.38M 166,438 +22,182 +15%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$2.27M 159,202 +8,372 +6%
Cohen & Steers
12
Cohen & Steers
New York
$1.82M 127,172 +9,427 +8%
Morgan Stanley
13
Morgan Stanley
New York
$1.74M 121,756 +57,793 +90%
RJA
14
Raymond James & Associates
Florida
$846K 59,217 +43,731 +282%
FMN
15
Financial Management Network
California
$783K 54,386 -13,666 -20%
LIG
16
Lokken Investment Group
Delaware
$619K 43,324 +43,324 New
WS
17
Wedbush Securities
California
$611K 42,813 -17,384 -29%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$609K 42,669 -18,628 -30%
SFS
19
Shaker Financial Services
Virginia
$572K 40,063 +25,563 +176%
HighTower Advisors
20
HighTower Advisors
Illinois
$536K 37,535 +37,535 New
LSC
21
Logan Stone Capital
Illinois
$460K 32,238 +32,238 New
Invesco
22
Invesco
Georgia
$448K 31,376 +9,318 +42%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$399K 28,000 +27,000 +2,700%
LPL Financial
24
LPL Financial
California
$357K 25,000 +25,000 New
WAM
25
Weiss Asset Management
Massachusetts
$280K 19,626 +19,626 New
1
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