Thornburg Income Builder Opportunities Trust
TBLD
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.
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
34% more capital invested
Capital invested by funds: $50.1M → $67.2M (+$17.1M)
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
3% more funds holding
Funds holding: 36 → 37 (+1)
2.64% more ownership
Funds ownership: 12.24% → 14.88% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$6.69M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$891K |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
+$825K |
| 4 |
Morgan Stanley
New York
|
+$803K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$785K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$3.13M |
| 2 |
Millennium Management
New York
|
-$521K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$488K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$454K |
| 5 |
Walleye Capital
New York
|
-$405K |
TBLD Hedge Fund Activity: Q4 2022 in Review
37 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Thornburg Income Builder Opportunities Trust (TBLD) for Q4 2022, worth a combined $67.2M — up 34% from $50.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new TBLD positions and 8 closed out — a net gain of 2 holders — while 16 added to existing stakes and 8 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $6.69M. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $3.13M sold.
- 37 institutional investors held Thornburg Income Builder Opportunities Trust (TBLD) as of Q4 2022, up from 36 in Q3 2022.
- Funds reported $67.2M of Thornburg Income Builder Opportunities Trust stock for Q4 2022, up 34% quarter-over-quarter.
- 10 funds opened new Thornburg Income Builder Opportunities Trust positions in Q4 2022 and 8 closed out, a net change of +2 holders.
- The largest Thornburg Income Builder Opportunities Trust buyer in Q4 2022 was Saba Capital Management, an estimated $6.69M added.
- The largest Thornburg Income Builder Opportunities Trust seller in Q4 2022 was Punch & Associates Investment Management, an estimated $3.13M sold.
Based on aggregated 13F filings for Q4 2022.