TBLD

Thornburg Income Builder Opportunities Trust

43 hedge funds and large institutions have $104M invested in Thornburg Income Builder Opportunities Trust in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
17
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$20M 1,292,489 +118,260 +10%
SCM
2
Saba Capital Management
New York
$11.7M 754,071 +87,517 +13%
PCM
3
Penserra Capital Management
California
$9.25M 596,675 +41,294 +7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.97M 578,116 +56,993 +11%
AAM
5
Advisors Asset Management
Colorado
$8.84M 569,952 +37,900 +7%
Morgan Stanley
6
Morgan Stanley
New York
$8.3M 534,982 +314,332 +142%
Wells Fargo
7
Wells Fargo
California
$4.4M 283,995 -21,336 -7%
Stifel Financial
8
Stifel Financial
Missouri
$4M 257,708 +48,435 +23%
1CP
9
1607 Capital Partners
Virginia
$3.85M 248,297 -7,715 -3%
RJA
10
Raymond James & Associates
Florida
$3.41M 220,108 +21,833 +11%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$3.26M 210,387 -43,044 -17%
Cohen & Steers
12
Cohen & Steers
New York
$2.66M 171,235
Invesco
13
Invesco
Georgia
$2.02M 130,426 +21,345 +20%
PAG
14
Private Advisor Group
New Jersey
$1.38M 88,998 +5,823 +7%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$974K 62,825 +30,925 +97%
FMN
16
Financial Management Network
California
$937K 60,085 +4,359 +8%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$840K 54,184 +54,184 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$820K 52,844 +1,037 +2%
LPL Financial
19
LPL Financial
California
$748K 48,249 -570 -1%
DADC
20
D.A. Davidson & Co
Montana
$746K 48,083 +26,815 +126%
Walleye Capital
21
Walleye Capital
New York
$692K 44,587 -5,766 -11%
LIG
22
Lokken Investment Group
Delaware
$682K 43,973 +1,393 +3%
WS
23
Wedbush Securities
California
$675K 43,518 +4,607 +12%
OC
24
Oppenheimer & Co
New York
$517K 33,345 +4,395 +15%
Osaic Holdings
25
Osaic Holdings
Arizona
$453K 29,193 -24,684 -46%