BRW

Saba Capital Income & Opportunities Fund
BRW

Overview Fund Activity

71 hedge funds and large institutions have $134M invested in Saba Capital Income & Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
18
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
+$5.26M
2
RCM
Rivernorth Capital Management
Florida
+$2.32M
3
RVPG
Relative Value Partners Group
+$998K
4
LSC
Logan Stone Capital
Illinois
+$836K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$828K

Top Sellers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$5.05M
2
COLIM
City of London Investment Management
United Kingdom
-$4.28M
3
SCM
Saba Capital Management
New York
-$1.76M
4
NCM
Next Capital Management
New York
-$691K
5
IP
Investment Partners
Ohio
-$416K
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
26
Shufro Rose & Co
New York
$356K -$29.4K -3,868 -8%
CCP
27
Clough Capital Partners
Massachusetts
$347K -$113K -14,851 -25%
WCMNY
28
Westchester Capital Management (New York)
New York
$340K – – –
Walleye Capital
29
Walleye Capital
New York
$308K – – –
IP
30
Investment Partners
Ohio
$306K -$416K -54,661 -58%
CA
31
Cetera Advisors
Colorado
$304K – – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$301K -$78.2K -10,273 -21%
AAM
33
Autus Asset Management
Arizona
$274K – – –
BRWA
34
B. Riley Wealth Advisors
Florida
$238K -$17.1K -2,252 -7%
WC
35
Wealthspring Capital
New York
$227K +$227K +29,865 New
LCM
36
Landscape Capital Management
New Jersey
$177K +$177K +23,195 New
LPL Financial
37
LPL Financial
California
$175K -$27.9K -3,669 -14%
EC
38
Elequin Capital
New York
$170K +$170K +22,379 New
Stifel Financial
39
Stifel Financial
Missouri
$162K +$1.45K +190 +0.9%
ICMP
40
Integrated Capital Management (Pennsylvania)
Pennsylvania
$149K -$10.2K -1,342 -6%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$145K -$5.05M -667,506 -97%
Wells Fargo
42
Wells Fargo
California
$143K -$141K -18,555 -50%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$140K +$25.7K +3,371 +23%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$122K – – –
FM
45
Family Management
New York
$120K – – –
CIA
46
Capital Investment Advisors
Georgia
$118K -$19.9K -2,625 -14%
KPWS
47
Kestra Private Wealth Services
Texas
$106K +$3.23K +424 +3%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$95.1K – – –
WS
49
Wedbush Securities
California
$94K – – –
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$87K +$87K +11,458 New
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