TBLD

Thornburg Income Builder Opportunities Trust

42 hedge funds and large institutions have $119M invested in Thornburg Income Builder Opportunities Trust in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 11 closing their positions.

Holders
42
Holders Change
-8
Holders Change %
-16%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
18
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$32.1M 1,800,644 +178,070 +11%
SCM
2
Saba Capital Management
New York
$14.9M 835,447 -243,436 -23%
RJA
3
Raymond James & Associates
Florida
$9.83M 551,519 +222,077 +67%
AAM
4
Advisors Asset Management
Colorado
$9.22M 518,493 -41,520 -7%
Stifel Financial
5
Stifel Financial
Missouri
$8.56M 480,098 +96,448 +25%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.49M 308,194 +64,479 +26%
Wells Fargo
7
Wells Fargo
California
$5.48M 307,753 +11,235 +4%
Morgan Stanley
8
Morgan Stanley
New York
$5.24M 293,906 +24,897 +9%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$3.38M 189,418 -3,070 -2%
SA
10
Sanctuary Advisors
Indiana
$2.69M 162,916 +10,724 +7%
Cohen & Steers
11
Cohen & Steers
New York
$2.67M 150,323 -30,912 -17%
PAG
12
Private Advisor Group
New Jersey
$2.1M 117,706 +6,538 +6%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$1.91M 107,283 +46,958 +78%
Invesco
14
Invesco
Georgia
$1.8M 101,083 -10,761 -10%
LPL Financial
15
LPL Financial
California
$1.45M 81,200 +5,388 +7%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.43M 80,403 +16,673 +26%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.09M 61,001 +1,861 +3%
DADC
18
D.A. Davidson & Co
Montana
$901K 50,548 -1,186 -2%
LIG
19
Lokken Investment Group
Delaware
$879K 49,352 +70 +0.1%
1CP
20
1607 Capital Partners
Virginia
$843K 47,334 -144,766 -75%
FMN
21
Financial Management Network
California
$770K 44,011 -4,246 -9%
OC
22
Oppenheimer & Co
New York
$674K 37,845 +3,500 +10%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$608K 34,121 +34,121 New
WS
24
Wedbush Securities
California
$540K 30,291 -6,806 -18%
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$530K 29,762 +13,554 +84%