TBLD

Thornburg Income Builder Opportunities Trust

40 hedge funds and large institutions have $91.3M invested in Thornburg Income Builder Opportunities Trust in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
23
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$17.1M 1,174,229 +172,030 +17%
SCM
2
Saba Capital Management
New York
$9.73M 666,554 +115,220 +21%
PCM
3
Penserra Capital Management
California
$8.11M 555,381 -178,823 -24%
AAM
4
Advisors Asset Management
Colorado
$7.77M 532,052 +102,634 +24%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.61M 521,123 +155,693 +43%
AW
6
Atlas Wealth
Ohio
$4.94M 338,122 -1,056 -0.3%
Wells Fargo
7
Wells Fargo
California
$4.46M 305,331 -83,746 -22%
1CP
8
1607 Capital Partners
Virginia
$3.74M 256,012 +26,507 +12%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$3.7M 253,431 -12,645 -5%
Morgan Stanley
10
Morgan Stanley
New York
$3.22M 220,650 +74,066 +51%
Stifel Financial
11
Stifel Financial
Missouri
$3.06M 209,273 +9,395 +5%
RJA
12
Raymond James & Associates
Florida
$2.89M 198,275 +26,593 +15%
Cohen & Steers
13
Cohen & Steers
New York
$2.5M 171,235 +37,917 +28%
Invesco
14
Invesco
Georgia
$1.59M 109,081 +14,280 +15%
PAG
15
Private Advisor Group
New Jersey
$1.21M 83,175 +5,734 +7%
FMN
16
Financial Management Network
California
$801K 55,726 -938 -2%
Osaic Holdings
17
Osaic Holdings
Arizona
$787K 53,877 +26,147 +94%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$756K 51,807 +131 +0.3%
Walleye Capital
19
Walleye Capital
New York
$735K 50,353 +15,199 +43%
LPL Financial
20
LPL Financial
California
$713K 48,819 +975 +2%
LIG
21
Lokken Investment Group
Delaware
$622K 42,580 +1,627 +4%
WS
22
Wedbush Securities
California
$568K 38,911 +3,919 +11%
NA
23
NewEdge Advisors
Louisiana
$474K 32,472 +32,472 New
LSC
24
Logan Stone Capital
Illinois
$472K 32,305 +16,107 +99%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$466K 31,900 +3,900 +14%