Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

THORNBURG INCM BUILDER OPP T (TBLD)

51 + Investors. Track Smart Money conviction in TBLD. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
3Q ▲
Buyers last Q
71%

Smart Money Signals — TBLD

Based on 51 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added TBLD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
51 hedge funds hold TBLD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding TBLD is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 71% buying

36 buying15 selling
Last quarter: 36 funds were net buyers (10 opened a brand new position + 26 added to an existing one). Only 15 were sellers (10 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 8 → 5 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

51% conviction (2yr+) 22% medium 27% new
26 out of 51 hedge funds have held TBLD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~10 new funds/quarter

15 → 4 → 8 → 5 → 10 new funds/Q
New funds entering each quarter: 4 → 8 → 5 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 47% of holders stayed 2+ years

47% veterans 14% 1-2yr 39% new
Of 51 current holders: 24 (47%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
7 of 51 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in TBLD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: TBLD

How many hedge funds hold TBLD — quarterly history vs. share price
Quarterly hedge fund ownership of TBLD vs. share price

Market Analysis: TBLD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TBLD

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: TBLD
2026 Q1 Stats Unlock in 22 days 51 + Investors

Track Smart Money conviction in TBLD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 51 46 10.87%
13F Shares 9M 9M 5.02%
Total Value $182M $171M 6.4%
New Positions 10 5 +5
Increased Positions 26 27 -1
Closed Positions 5 2 +3
Reduced Positions 10 9 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TBLD

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Financial Highlights

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Institutional Holders (2026 Q1)

51 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TBLD. Verified SEC 13F-HR filings.

Top 17 institutional holders of TBLD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DKM Wealth Management, Inc. 14.70% 964,573 $20.4M
2 PMG Family Office LLC 1.13% 47,680 $1.0M
3 KW WEALTH MANAGEMENT LLC 0.43% 14,058 $283K
4 HICKS CAPITAL MANAGEMENT LLC 0.27% 12,856 $272K
5 FINANCIAL MANAGEMENT NETWORK INC 0.15% 44,171 $966K
6 EVOLVE PRIVATE WEALTH, LLC 0.09% 83,850 $1.8M
7 HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 0.08% 28,031
8 WEDBUSH SECURITIES INC 0.02% 40,087
9 Concurrent Investment Advisors, LLC 0.02% 92,046 $1.9M
10 Private Advisor Group, LLC 0.01% 115,774 $2.4M
11 OPPENHEIMER & CO INC 0.01% 28,165 $596K
12 WEBSTER BANK, N. A. 0.01% 3,000 $63K
13 Janney Montgomery Scott LLC 0.00% 61,007 $1K
14 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 73,216 $1.6M
15 DAVENPORT & Co LLC 0.00% 18,250 $386K
16 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.00% 200 $4K
17 HIGHLINE WEALTH PARTNERS LLC 0.00% 150 $3K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — THORNBURG INCM BUILDER OPP T (TBLD)

What does the Smart Money Trend signal show for TBLD?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added TBLD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TBLD?

More buyers than sellers — 71% buying: Last quarter: 36 funds were net buyers (10 opened a brand new position + 26 added to an existing one). Only 15 were sellers (10 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TBLD holders?

Elite ownership — 40% AUM from top-100 funds: 7 of 51 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in TBLD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TBLD?

51% of holders stayed for 2+ years: 26 out of 51 hedge funds have held TBLD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.