TBLD

Thornburg Income Builder Opportunities Trust
TBLD

Overview Fund Activity

48 hedge funds and large institutions have $100M invested in Thornburg Income Builder Opportunities Trust in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 9 closing their positions.

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
14
Increased
17
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$23.9M
2
Stifel Financial
2
Stifel Financial
Missouri
$5.46M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$10.5M
4
LCM
4
Landscape Capital Management
New Jersey
$765K
5
AWM
5
Avior Wealth Management
Nebraska
$480K

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$4.3M
3
SCM
3
Saba Capital Management
New York
$11.1M
4
AAM
4
Advisors Asset Management
Colorado
$8.67M
5
1CP
5
1607 Capital Partners
Virginia
$3.6M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$23.9M 1,477,615 +185,126 +14%
SCM
2
Saba Capital Management
New York
$11.1M 688,738 -65,333 -9%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$10.5M 648,676 +70,560 +12%
AAM
4
Advisors Asset Management
Colorado
$8.67M 536,096 -33,856 -6%
Stifel Financial
5
Stifel Financial
Missouri
$5.46M 337,551 +79,843 +31%
Wells Fargo
6
Wells Fargo
California
$4.69M 289,963 +5,968 +2%
Morgan Stanley
7
Morgan Stanley
New York
$4.3M 266,207 -268,775 -50%
RJA
8
Raymond James & Associates
Florida
$3.64M 225,254 +5,146 +2%
1CP
9
1607 Capital Partners
Virginia
$3.6M 222,351 -25,946 -10%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$3.3M 204,358 -6,029 -3%
Cohen & Steers
11
Cohen & Steers
New York
$2.77M 171,235 – –
Invesco
12
Invesco
Georgia
$2.3M 141,953 +11,527 +9%
PAG
13
Private Advisor Group
New Jersey
$1.47M 90,615 +1,617 +2%
LPL Financial
14
LPL Financial
California
$1.15M 71,016 +22,767 +47%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$1.05M 64,675 +1,850 +3%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$975K 60,297 +7,453 +14%
FMN
17
Financial Management Network
California
$960K 60,089 +4 +0%
Walleye Capital
18
Walleye Capital
New York
$841K 52,008 +7,421 +17%
DADC
19
D.A. Davidson & Co
Montana
$798K 49,349 +1,266 +3%
LIG
20
Lokken Investment Group
Delaware
$785K 48,520 +4,547 +10%
LCM
21
Landscape Capital Management
New Jersey
$765K 47,281 +47,281 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$692K 42,766 -11,418 -21%
WS
23
Wedbush Securities
California
$663K 41,005 -2,513 -6%
OC
24
Oppenheimer & Co
New York
$507K 31,345 -2,000 -6%
NA
25
NewEdge Advisors
Louisiana
$499K 30,876 +2,172 +8%
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