TBLD

Thornburg Income Builder Opportunities Trust
TBLD

Overview Fund Activity

50 hedge funds and large institutions have $114M invested in Thornburg Income Builder Opportunities Trust in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
22
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$17.4M
2
AW
2
Atlas Wealth
Ohio
$5.68M
3
SA
3
Sanctuary Advisors
Indiana
$2.35M
4
UBS Group
4
UBS Group
Switzerland
$26.2M
5
RJA
5
Raymond James & Associates
Florida
$5.31M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.93M
2
1CP
2
1607 Capital Partners
Virginia
$3.1M
3
Invesco
3
Invesco
Georgia
$1.8M
4
AWM
4
Avior Wealth Management
Nebraska
$0
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$26.2M 1,622,574 +144,959 +10%
SCM
2
Saba Capital Management
New York
$17.4M 1,078,883 +390,145 +57%
AAM
3
Advisors Asset Management
Colorado
$9.03M 560,013 +23,917 +4%
Stifel Financial
4
Stifel Financial
Missouri
$6.19M 383,650 +46,099 +14%
AW
5
Atlas Wealth
Ohio
$5.68M 347,704 +347,704 New
RJA
6
Raymond James & Associates
Florida
$5.31M 329,442 +104,188 +46%
Wells Fargo
7
Wells Fargo
California
$4.78M 296,518 +6,555 +2%
Morgan Stanley
8
Morgan Stanley
New York
$4.34M 269,009 +2,802 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.93M 243,715 -404,961 -62%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$3.1M 192,488 -11,870 -6%
1CP
11
1607 Capital Partners
Virginia
$3.1M 192,100 -30,251 -14%
Cohen & Steers
12
Cohen & Steers
New York
$2.92M 181,235 +10,000 +6%
SA
13
Sanctuary Advisors
Indiana
$2.35M 152,192 +152,192 New
Invesco
14
Invesco
Georgia
$1.8M 111,844 -30,109 -21%
PAG
15
Private Advisor Group
New Jersey
$1.79M 111,168 +20,553 +23%
LPL Financial
16
LPL Financial
California
$1.22M 75,812 +4,796 +7%
LCM
17
Landscape Capital Management
New Jersey
$1.14M 70,828 +23,547 +50%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.03M 63,730 +20,964 +49%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$973K 60,325 -4,350 -7%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$954K 59,140 -1,157 -2%
AC
21
Almitas Capital
California
$882K 54,685 +54,685 New
LSC
22
Logan Stone Capital
Illinois
$861K 53,357 +53,357 New
DADC
23
D.A. Davidson & Co
Montana
$834K 51,734 +2,385 +5%
LIG
24
Lokken Investment Group
Delaware
$795K 49,282 +762 +2%
FMN
25
Financial Management Network
California
$794K 48,257 -11,832 -20%
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