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BRW

Saba Capital Income & Opportunities Fund

81 hedge funds and large institutions have $172M invested in Saba Capital Income & Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 8181 (0)

11.79% less ownership

Funds ownership: 27.41%15.61% (-12%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

45% less capital invested

Capital invested by funds: $314M → $172M (-$141M)

58% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 40

Holders
81
Holders Change
Holders Change %
0%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
12
Increased
17
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$447K -$69.6K -7,571 -13%
CA
27
Cetera Advisors
Colorado
$422K -$392K -42,634 -48%
AAM
28
Autus Asset Management
Arizona
$396K
VEA
29
Virtus ETF Advisers
New York
$392K +$12.5K +1,359 +3%
SC
30
Scotia Capital
Ontario, Canada
$367K +$149K +16,269 +68%
IP
31
Investment Partners
Ohio
$366K
Goldman Sachs
32
Goldman Sachs
New York
$364K -$345K -37,573 -48%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$308K +$41.2K +4,486 +15%
Ameriprise
34
Ameriprise
Minnesota
$301K +$191K +20,820 +63%
RJA
35
Raymond James & Associates
Florida
$283K -$168K -18,254 -37%
Stifel Financial
36
Stifel Financial
Missouri
$274K +$4.34K +472 +2%
GC
37
Guggenheim Capital
Illinois
$257K +$70.8K +7,710 +38%
BRWM
38
B. Riley Wealth Management
Tennessee
$233K +$235K +25,625 New
LPL Financial
39
LPL Financial
California
$225K +$2.53K +275 +1%
CIA
40
Capital Investment Advisors
Georgia
$213K -$6.43K -700 -3%
PTP
41
Platform Technology Partners
New York
$206K -$17.7K -1,922 -8%
ICMP
42
Integrated Capital Management (Pennsylvania)
Pennsylvania
$183K +$26.6K +2,892 +17%
RCM
43
Robinson Capital Management
Michigan
$175K +$177K +19,244 New
HIP
44
HUB Investment Partners
Texas
$170K +$171K +18,633 New
FM
45
Family Management
New York
$168K -$53.9K -5,870 -24%
KIA
46
KCM Investment Advisors
California
$161K -$1.5K -163 -0.9%
TSS
47
Two Sigma Securities
New York
$148K -$37.4K -4,073 -20%
JP Morgan Chase
48
JP Morgan Chase
New York
$146K -$138K -15,036 -48%
MSL
49
Mackay Shields LLC
New York
$132K -$125K -13,608 -48%
WCMNY
50
Westchester Capital Management (New York)
New York
$131K -$124K -13,514 -48%

BRW Hedge Fund Activity: Q3 2021 in Review

81 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Saba Capital Income & Opportunities Fund (BRW) for Q3 2021, worth a combined $172M — down 45% from $314M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BRW positions and 11 closed out — a net gain of 1 holder — while 17 added to existing stakes and 40 trimmed.

The largest buyer was 6 Meridian, opening a new position worth an estimated $620K. The largest seller was Saba Capital Management, cutting an estimated $69.3M.

  • 81 institutional investors held Saba Capital Income & Opportunities Fund (BRW) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $172M of Saba Capital Income & Opportunities Fund stock for Q3 2021, down 45% quarter-over-quarter.
  • 12 funds opened new Saba Capital Income & Opportunities Fund positions in Q3 2021 and 11 closed out, a net change of +1 holder.
  • The largest Saba Capital Income & Opportunities Fund buyer in Q3 2021 was 6 Meridian, an estimated $620K added.
  • The largest Saba Capital Income & Opportunities Fund seller in Q3 2021 was Saba Capital Management, an estimated $69.3M sold.

Based on aggregated 13F filings for Q3 2021.