Thornburg Income Builder Opportunities Trust
TBLD
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.
194% more capital inflows, than outflows
Capital inflows: $13.5M | Capital outflows: $4.58M
130% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 10
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
3% more funds holding
Funds holding: 39 → 40 (+1)
1.82% more ownership
Funds ownership: 17.66% → 19.49% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.61M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.36M |
| 3 |
Saba Capital Management
New York
|
+$1.75M |
| 4 |
Advisors Asset Management
Monument,
Colorado
|
+$1.56M |
| 5 |
Morgan Stanley
New York
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Penserra Capital Management
Orinda,
California
|
-$2.72M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.27M |
| 3 |
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$192K |
| 4 |
Virtu Financial
New York
|
-$175K |
| 5 |
Shaker Financial Services
Arlington,
Virginia
|
-$85.6K |
TBLD Hedge Fund Activity: Q3 2023 in Review
40 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Thornburg Income Builder Opportunities Trust (TBLD) for Q3 2023, worth a combined $91.3M — up 5.7% from $86.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new TBLD positions and 3 closed out — a net gain of 1 holder — while 23 added to existing stakes and 10 trimmed.
The largest buyer was UBS Group, adding an estimated $2.61M. The largest seller was Penserra Capital Management, cutting an estimated $2.72M.
- 40 institutional investors held Thornburg Income Builder Opportunities Trust (TBLD) as of Q3 2023, up from 39 in Q2 2023.
- Funds reported $91.3M of Thornburg Income Builder Opportunities Trust stock for Q3 2023, up 5.7% quarter-over-quarter.
- 4 funds opened new Thornburg Income Builder Opportunities Trust positions in Q3 2023 and 3 closed out, a net change of +1 holder.
- The largest Thornburg Income Builder Opportunities Trust buyer in Q3 2023 was UBS Group, an estimated $2.61M added.
- The largest Thornburg Income Builder Opportunities Trust seller in Q3 2023 was Penserra Capital Management, an estimated $2.72M sold.
Based on aggregated 13F filings for Q3 2023.