TBLD

Thornburg Income Builder Opportunities Trust

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.

Holders
32
Holders Change
-5
Holders Change %
-13.51%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
6
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$15M 960,277 +65,331 +7%
PCM
2
Penserra Capital Management
California
$10.7M 688,438 +27,289 +4%
SCM
3
Saba Capital Management
New York
$8.87M 568,265
AAM
4
Advisors Asset Management
Colorado
$6.13M 392,758 +138,458 +54%
AW
5
Atlas Wealth
Ohio
$5.2M 332,889 +12,287 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.5M 288,239 +114,025 +65%
Wells Fargo
7
Wells Fargo
California
$4.17M 267,099 +58,819 +28%
1CP
8
1607 Capital Partners
Virginia
$3.79M 242,876
Stifel Financial
9
Stifel Financial
Missouri
$2.89M 185,203 +18,765 +11%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$2.43M 155,568 -3,634 -2%
Morgan Stanley
11
Morgan Stanley
New York
$2.02M 129,445 +7,689 +6%
Cohen & Steers
12
Cohen & Steers
New York
$1.99M 127,172
RJA
13
Raymond James & Associates
Florida
$1.97M 126,366 +67,149 +113%
PAG
14
Private Advisor Group
New Jersey
$1.19M 76,223 +7,730 +11%
Invesco
15
Invesco
Georgia
$1.08M 69,129 +37,753 +120%
FMN
16
Financial Management Network
California
$840K 54,080 -306 -0.6%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$727K 46,544 +3,875 +9%
LPL Financial
18
LPL Financial
California
$703K 45,065 +20,065 +80%
LIG
19
Lokken Investment Group
Delaware
$659K 42,232 -1,092 -3%
WS
20
Wedbush Securities
California
$510K 32,690 -10,123 -24%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$437K 28,000
OC
22
Oppenheimer & Co
New York
$269K 17,250 +5,750 +50%
COLIM
23
City of London Investment Management
United Kingdom
$248K 15,922 +4,600 +41%
Brown Advisory
24
Brown Advisory
Maryland
$234K 15,020 +15,020 New
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$228K 14,599 +14,599 New