Thornburg Income Builder Opportunities Trust
TBLD
32 hedge funds and large institutions have $77.6M invested in Thornburg Income Builder Opportunities Trust in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 10 closing their positions.
183% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 6
15% more capital invested
Capital invested by funds: $67.2M → $77.6M (+$10.4M)
0.62% more ownership
Funds ownership: 14.88% → 15.5% (+0.62%)
14% less funds holding
Funds holding: 37 → 32 (-5)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.09M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.72M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.01M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$986K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$887K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$3.89M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$536K |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$460K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$410K |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$280K |
TBLD Hedge Fund Activity: Q1 2023 in Review
32 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Thornburg Income Builder Opportunities Trust (TBLD) for Q1 2023, worth a combined $77.6M — up 15% from $67.2M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of TBLD and 5 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 17 added.
The largest buyer was Advisors Asset Management, adding an estimated $2.09M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $3.89M sold.
- 32 institutional investors held Thornburg Income Builder Opportunities Trust (TBLD) as of Q1 2023, down from 37 in Q4 2022.
- Funds reported $77.6M of Thornburg Income Builder Opportunities Trust stock for Q1 2023, up 15% quarter-over-quarter.
- 5 funds opened new Thornburg Income Builder Opportunities Trust positions in Q1 2023 and 10 closed out, a net change of -5 holders.
- The largest Thornburg Income Builder Opportunities Trust buyer in Q1 2023 was Advisors Asset Management, an estimated $2.09M added.
- The largest Thornburg Income Builder Opportunities Trust seller in Q1 2023 was Wolverine Asset Management, an estimated $3.89M sold.
Based on aggregated 13F filings for Q1 2023.