BRW

Saba Capital Income & Opportunities Fund
BRW

Overview Fund Activity

61 hedge funds and large institutions have $126M invested in Saba Capital Income & Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-5
Holders Change %
-7.58%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
16
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGM
Alpine Global Management
New York
$840K
2
LPL Financial
LPL Financial
California
$751K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.12M
4
SC
Scotia Capital
Ontario, Canada
$1.47M
5
CPIG
Chicago Partners Investment Group
Illinois
$1.08M

Top Sellers

1
SCM
Saba Capital Management
New York
$26.8M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
$16.1M
3
BI
Bulldog Investors
New Jersey
$3.4M
4
Morgan Stanley
Morgan Stanley
New York
$6.2M
5
Invesco
Invesco
Georgia
$4.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
26
Parallel Advisors
California
$404K +$46.4K +6,029 +13%
UBS Group
27
UBS Group
Switzerland
$355K -$85.6K -11,118 -19%
WCMNY
28
Westchester Capital Management (New York)
New York
$344K – – –
SRC
29
Shufro Rose & Co
New York
$319K -$13.9K -1,805 -4%
Walleye Capital
30
Walleye Capital
New York
$312K – – –
CA
31
Cetera Advisors
Colorado
$308K – – –
SWM
32
SeaCrest Wealth Management
New York
$295K +$12.1K +1,569 +4%
HNB
33
Huntington National Bank
Ohio
$245K -$6 – –
BRWA
34
B. Riley Wealth Advisors
Florida
$243K +$331 +43 +0.1%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$225K +$4.15K +540 +2%
WWM
36
Western Wealth Management
Colorado
$205K +$205K +26,680 New
AA
37
AQR Arbitrage
Connecticut
$193K -$167K -21,680 -46%
Stifel Financial
38
Stifel Financial
Missouri
$179K +$15.2K +1,980 +9%
ACM
39
Adalta Capital Management
New York
$156K +$156K +20,225 New
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$140K -$16K -2,074 -10%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$134K +$22.6K +2,950 +20%
Wells Fargo
42
Wells Fargo
California
$132K -$6.48K -841 -5%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$123K – – –
FM
44
Family Management
New York
$121K – – –
KPWS
45
Kestra Private Wealth Services
Texas
$114K +$3.44K +447 +3%
APG
46
Abacus Planning Group
South Carolina
$96.6K – – –
MC
47
Meteora Capital
Florida
$90.8K – – –
AWM
48
Apollon Wealth Management
South Carolina
$87.2K – – –
LWP
49
Lumature Wealth Partners
Georgia
$65.5K – – –
WC
50
Winmill & Co
New York
$27.7K – – –
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