BRW

Saba Capital Income & Opportunities Fund
BRW

Overview Fund Activity

68 hedge funds and large institutions have $118M invested in Saba Capital Income & Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
18
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
Clough Capital Partners
Massachusetts
$3.61M
2
MC
Meteora Capital
Florida
$1.42M
3
BFM
Boothbay Fund Management
New York
$1.14M
4
RCM
Rivernorth Capital Management
Florida
$22.8M
5
QL
Quarry LP
New York
$985K

Top Sellers

1
SCM
Saba Capital Management
New York
$19.1M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
$11M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.29M
4
BI
Bulldog Investors
New Jersey
$2.59M
5
Morgan Stanley
Morgan Stanley
New York
$5.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$586K -$3.36K -437 -0.6%
RJA
27
Raymond James & Associates
Florida
$507K -$12.9K -1,683 -2%
Goldman Sachs
28
Goldman Sachs
New York
$505K -$7.68K -1,000 -1%
RCM
29
Robinson Capital Management
Michigan
$450K – – –
PA
30
Parallel Advisors
California
$429K +$25.2K +3,277 +6%
UBS Group
31
UBS Group
Switzerland
$346K -$8.2K -1,067 -2%
WCMNY
32
Westchester Capital Management (New York)
New York
$343K – – –
Walleye Capital
33
Walleye Capital
New York
$311K – – –
CA
34
Cetera Advisors
Colorado
$307K – – –
BRWA
35
B. Riley Wealth Advisors
Florida
$302K +$60.1K +7,830 +25%
SWM
36
SeaCrest Wealth Management
New York
$298K +$4.4K +573 +1%
AA
37
AQR Arbitrage
Connecticut
$281K +$89.1K +11,606 +46%
SRC
38
Shufro Rose & Co
New York
$278K -$39.6K -5,156 -12%
ACM
39
Adalta Capital Management
New York
$225K +$69.8K +9,100 +45%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$179K -$46.5K -6,043 -21%
Stifel Financial
41
Stifel Financial
Missouri
$177K -$968 -126 -0.5%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$157K +$22.6K +2,930 +17%
IP
43
Ignite Planners
California
$133K +$133K +17,541 New
CIA
44
Capital Investment Advisors
Georgia
$130K +$130K +16,945 New
Comerica Bank
45
Comerica Bank
Texas
$124K +$124K +16,121 New
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$123K – – –
WWM
47
Western Wealth Management
Colorado
$123K -$82.3K -10,715 -40%
FM
48
Family Management
New York
$121K – – –
KPWS
49
Kestra Private Wealth Services
Texas
$117K +$3.51K +457 +3%
APG
50
Abacus Planning Group
South Carolina
$96.4K – – –
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