TBLD

Thornburg Income Builder Opportunities Trust

39 hedge funds and large institutions have $86.4M invested in Thornburg Income Builder Opportunities Trust in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
23
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$15.3M 1,002,199 +41,922 +4%
PCM
2
Penserra Capital Management
California
$11.2M 734,204 +45,766 +7%
SCM
3
Saba Capital Management
New York
$8.4M 551,334 -16,931 -3%
AAM
4
Advisors Asset Management
Colorado
$6.54M 429,418 +36,660 +9%
Wells Fargo
5
Wells Fargo
California
$5.93M 389,077 +121,978 +46%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.57M 365,430 +77,191 +27%
AW
7
Atlas Wealth
Ohio
$5.23M 339,178 +6,289 +2%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$4.05M 266,076 +110,508 +71%
1CP
9
1607 Capital Partners
Virginia
$3.5M 229,505 -13,371 -6%
Stifel Financial
10
Stifel Financial
Missouri
$3.04M 199,878 +14,675 +8%
RJA
11
Raymond James & Associates
Florida
$2.61M 171,682 +45,316 +36%
Morgan Stanley
12
Morgan Stanley
New York
$2.23M 146,584 +17,139 +13%
Cohen & Steers
13
Cohen & Steers
New York
$2.03M 133,318 +6,146 +5%
Invesco
14
Invesco
Georgia
$1.44M 94,801 +25,672 +37%
PAG
15
Private Advisor Group
New Jersey
$1.18M 77,441 +1,218 +2%
FMN
16
Financial Management Network
California
$863K 56,664 +2,584 +5%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$787K 51,676 +5,132 +11%
LPL Financial
18
LPL Financial
California
$729K 47,844 +2,779 +6%
LIG
19
Lokken Investment Group
Delaware
$624K 40,953 -1,279 -3%
Walleye Capital
20
Walleye Capital
New York
$535K 35,154 +35,154 New
WS
21
Wedbush Securities
California
$533K 34,992 +2,302 +7%
OC
22
Oppenheimer & Co
New York
$444K 29,150 +11,900 +69%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$426K 28,000
Osaic Holdings
24
Osaic Holdings
Arizona
$422K 27,730 +27,730 New
RIA
25
Realta Investment Advisors
Delaware
$318K 20,900 +20,900 New