BRW

Saba Capital Income & Opportunities Fund
BRW

Overview Fund Activity

76 hedge funds and large institutions have $125M invested in Saba Capital Income & Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
18
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$10.3M
2
RVPG
Relative Value Partners Group
$17.8M
3
RCM
Rivernorth Capital Management
Florida
$23.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.97M
5
AGM
Alpine Global Management
New York
$1.43M

Top Sellers

1
CCP
Clough Capital Partners
Massachusetts
$0
2
SCM
Saba Capital Management
New York
$16.6M
3
QL
Quarry LP
New York
$0
4
BI
Bulldog Investors
New Jersey
$1.96M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
AQR Arbitrage
Connecticut
$606K +$324K +42,042 +115%
LCM
27
Landscape Capital Management
New Jersey
$577K +$500K +64,810 +643%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$559K -$30.2K -3,920 -5%
Goldman Sachs
29
Goldman Sachs
New York
$503K -$3.86K -500 -0.8%
PA
30
Parallel Advisors
California
$469K +$39K +5,059 +9%
UBS Group
31
UBS Group
Switzerland
$465K +$118K +15,357 +34%
RCM
32
Robinson Capital Management
Michigan
$459K – – –
RJA
33
Raymond James & Associates
Florida
$431K -$78.7K -10,211 -15%
ACM
34
Adalta Capital Management
New York
$381K +$149K +18,850 +64%
WCMNY
35
Westchester Capital Management (New York)
New York
$345K – – –
PFA
36
Peak Financial Advisors
Colorado
$339K +$339K +43,925 New
CA
37
Cetera Advisors
Colorado
$308K – – –
SFS
38
Shaker Financial Services
Virginia
$302K +$302K +38,203 New
SWM
39
SeaCrest Wealth Management
New York
$296K -$4.8K -619 -2%
SRC
40
Shufro Rose & Co
New York
$278K – – –
BRWA
41
B. Riley Wealth Advisors
Florida
$234K -$79K -9,946 -25%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$217K +$59.8K +7,754 +38%
Stifel Financial
43
Stifel Financial
Missouri
$178K -$185 -24 -0.1%
AllianceBernstein
44
AllianceBernstein
Tennessee
$127K +$127K +16,500 New
Comerica Bank
45
Comerica Bank
Texas
$124K – – –
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$123K – – –
KPWS
47
Kestra Private Wealth Services
Texas
$122K +$3.69K +479 +3%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$118K -$61.4K -7,954 -34%
CIA
49
Capital Investment Advisors
Georgia
$116K -$14.5K -1,875 -11%
SCM
50
Sage Capital Management
New Jersey
$111K +$111K +14,387 New
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