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BRW

Saba Capital Income & Opportunities Fund

87 hedge funds and large institutions have $229M invested in Saba Capital Income & Opportunities Fund in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 21

0.03% less ownership

Funds ownership: 14.9%14.87% (-0.03%)

2% less capital invested

Capital invested by funds: $233M → $229M (-$3.66M)

8% less funds holding

Funds holding: 9587 (-8)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
87
Holders Change
-8
Holders Change %
-8.42%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
36
Reduced
21
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APSP
26
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.19M +$5.08K +502 +0.4%
CS
27
Comerica Securities
Michigan
$1.15M +$1.14M +112,378 New
ICM
28
Ionic Capital Management
New York
$1.12M +$1.1M +109,121 New
Stifel Financial
29
Stifel Financial
Missouri
$1.04M -$616K -60,924 -37%
LPL Financial
30
LPL Financial
California
$1.04M -$1.27M -125,632 -55%
Citigroup
31
Citigroup
New York
$1.01M +$11.6K +1,142 +1%
RCM
32
Robinson Capital Management
Michigan
$1M -$110K -10,825 -10%
CIA
33
Capital Investment Advisors
Georgia
$1M +$673K +66,530 +213%
AAM
34
Autus Asset Management
Arizona
$995K -$36.9K -3,650 -4%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$982K +$31.8K +3,144 +3%
SFS
36
Shaker Financial Services
Virginia
$910K -$171K -16,856 -16%
Kovitz Investment Group Partners
37
Kovitz Investment Group Partners
Illinois
$464K +$41.5K +4,100 +10%
RJA
38
Raymond James & Associates
Florida
$348K +$24.5K +2,421 +8%
HighTower Advisors
39
HighTower Advisors
Illinois
$267K +$40.6K +4,015 +18%
NPC
40
National Planning Corporation
California
$264K +$26.7K +2,635 +12%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$261K +$405 +40 +0.2%
WA
42
WFG Advisors
Texas
$257K -$7.69K -760 -3%
WS
43
Wedbush Securities
California
$248K -$25.6K -2,532 -9%
FAAS
44
First Allied Advisory Services
California
$248K +$42K +4,150 +21%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$192K +$83K +8,203 +77%
CRC
46
Curi RMB Capital
Illinois
$192K +$135K +13,320 +244%
CL
47
CPWM LLC
Washington
$173K +$2.65K +262 +2%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$170K +$6.11K +604 +4%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$165K +$28.5K +2,817 +21%
IA
50
IFP Advisors
Florida
$143K +$71.3K +7,048 +102%

BRW Hedge Fund Activity: Q2 2016 in Review

87 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Saba Capital Income & Opportunities Fund (BRW) for Q2 2016, worth a combined $229M — down 1.6% from $233M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BRW and 6 opened new positions — a net loss of 8 holders — while 21 trimmed existing stakes and 36 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $6.69M. The largest seller was Janus Henderson Group, cutting an estimated $5.07M.

  • 87 institutional investors held Saba Capital Income & Opportunities Fund (BRW) as of Q2 2016, down from 95 in Q1 2016.
  • Funds reported $229M of Saba Capital Income & Opportunities Fund stock for Q2 2016, down 1.6% quarter-over-quarter.
  • 6 funds opened new Saba Capital Income & Opportunities Fund positions in Q2 2016 and 14 closed out, a net change of -8 holders.
  • The largest Saba Capital Income & Opportunities Fund buyer in Q2 2016 was Rivernorth Capital Management, an estimated $6.69M added.
  • The largest Saba Capital Income & Opportunities Fund seller in Q2 2016 was Janus Henderson Group, an estimated $5.07M sold.

Based on aggregated 13F filings for Q2 2016.