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BRW

Saba Capital Income & Opportunities Fund

110 hedge funds and large institutions have $231M invested in Saba Capital Income & Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 23

3% less funds holding

Funds holding: 113110 (-3)

3.06% less ownership

Funds ownership: 19.23%16.17% (-3.1%)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

15% less capital invested

Capital invested by funds: $272M → $231M (-$40.7M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
110
Holders Change
-3
Holders Change %
-2.65%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
15
Increased
38
Reduced
23
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.14M +$125K +12,991 +12%
6M
27
6 Meridian
Kansas
$1.03M -$238K -24,793 -19%
RJA
28
Raymond James & Associates
Florida
$961K -$77.6K -8,090 -7%
QGA
29
Q Global Advisors
Texas
$920K
SRC
30
Shufro Rose & Co
New York
$823K +$67.2K +7,000 +9%
APSP
31
Asset Planning Services (Pennsylvania)
Pennsylvania
$800K +$54.2K +5,652 +7%
MIG
32
Mariner Investment Group
New York
$713K
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$582K +$288K +29,990 +96%
SFS
34
Shaker Financial Services
Virginia
$566K +$340K +35,425 +148%
AAM
35
Advisors Asset Management
Colorado
$555K -$34.2K -3,566 -6%
WAM
36
Wolverine Asset Management
Illinois
$482K -$77.8K -8,111 -14%
Ameriprise
37
Ameriprise
Minnesota
$431K -$71K -7,395 -14%
AAM
38
Autus Asset Management
Arizona
$411K +$73.9K +7,702 +22%
Kovitz Investment Group Partners
39
Kovitz Investment Group Partners
Illinois
$371K
KIA
40
KCM Investment Advisors
California
$368K -$9.71K -1,012 -3%
PAG
41
Private Advisor Group
New Jersey
$357K +$1.66M +172,532 New
LCM
42
Landscape Capital Management
New Jersey
$308K -$47.8K -4,986 -13%
CIA
43
Capital Investment Advisors
Georgia
$304K +$14.8K +1,547 +5%
Citigroup
44
Citigroup
New York
$302K +$292K +30,479 +2,345%
CS
45
Comerica Securities
Michigan
$288K +$291K +30,281 New
PAS
46
Park Avenue Securities
New York
$287K +$51.5K +5,366 +22%
HWA
47
HCR Wealth Advisors
California
$275K
AFP
48
Ausdal Financial Partners
Iowa
$256K
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$248K +$16.3K +1,694 +7%
WS
50
Wedbush Securities
California
$212K -$31.2K -3,250 -13%

BRW Hedge Fund Activity: Q2 2019 in Review

110 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Saba Capital Income & Opportunities Fund (BRW) for Q2 2019, worth a combined $231M — down 15% from $272M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BRW and 15 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 38 added.

The largest buyer was Saba Capital Management, adding an estimated $9.91M. The largest seller was Amundi Asset Management US, exiting entirely with an estimated $17.2M sold.

  • 110 institutional investors held Saba Capital Income & Opportunities Fund (BRW) as of Q2 2019, down from 113 in Q1 2019.
  • Funds reported $231M of Saba Capital Income & Opportunities Fund stock for Q2 2019, down 15% quarter-over-quarter.
  • 15 funds opened new Saba Capital Income & Opportunities Fund positions in Q2 2019 and 17 closed out, a net change of -2 holders.
  • The largest Saba Capital Income & Opportunities Fund buyer in Q2 2019 was Saba Capital Management, an estimated $9.91M added.
  • The largest Saba Capital Income & Opportunities Fund seller in Q2 2019 was Amundi Asset Management US, an estimated $17.2M sold.

Based on aggregated 13F filings for Q2 2019.