Thornburg Income Builder Opportunities Trust
TBLD
44 hedge funds and large institutions have $100M invested in Thornburg Income Builder Opportunities Trust in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
31% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 13
10% more funds holding
Funds holding: 40 → 44 (+4)
10% more capital invested
Capital invested by funds: $91.3M → $100M (+$8.83M)
0.63% more ownership
Funds ownership: 19.49% → 20.12% (+0.63%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.75M |
| 2 |
SCM
Saba Capital Management
New York
|
+$1.3M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$844K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$802K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$717K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$4.94M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$637K |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$472K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$366K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$316K |
TBLD Hedge Fund Activity: Q4 2023 in Review
44 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Thornburg Income Builder Opportunities Trust (TBLD) for Q4 2023, worth a combined $100M — up 9.7% from $91.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new TBLD positions and 5 closed out — a net gain of 4 holders — while 17 added to existing stakes and 13 trimmed.
The largest buyer was UBS Group, adding an estimated $1.75M. The largest seller was Atlas Wealth, exiting entirely with an estimated $4.94M sold.
- 44 institutional investors held Thornburg Income Builder Opportunities Trust (TBLD) as of Q4 2023, up from 40 in Q3 2023.
- Funds reported $100M of Thornburg Income Builder Opportunities Trust stock for Q4 2023, up 9.7% quarter-over-quarter.
- 9 funds opened new Thornburg Income Builder Opportunities Trust positions in Q4 2023 and 5 closed out, a net change of +4 holders.
- The largest Thornburg Income Builder Opportunities Trust buyer in Q4 2023 was UBS Group, an estimated $1.75M added.
- The largest Thornburg Income Builder Opportunities Trust seller in Q4 2023 was Atlas Wealth, an estimated $4.94M sold.
Based on aggregated 13F filings for Q4 2023.