BRW

Saba Capital Income & Opportunities Fund
BRW

Overview Fund Activity

72 hedge funds and large institutions have $99.2M invested in Saba Capital Income & Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-4
Holders Change %
-5.26%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
8
Increased
25
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Landscape Capital Management
New Jersey
+$1.59M
2
SFS
Shaker Financial Services
Virginia
+$936K
3
Osaic Holdings
Osaic Holdings
Arizona
+$850K
4
MGWM
Marks Group Wealth Management
Minnesota
+$756K
5
RCM
Rivernorth Capital Management
Florida
+$509K

Top Sellers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
-$6.32M
2
SCM
Saba Capital Management
New York
-$5.87M
3
Morgan Stanley
Morgan Stanley
New York
-$4.89M
4
SWP
Significant Wealth Partners
Illinois
-$3.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$558K +$30K +4,121 +6%
Goldman Sachs
27
Goldman Sachs
New York
$480K +$4.37K +600 +0.9%
PA
28
Parallel Advisors
California
$457K +$13.4K +1,842 +3%
ACM
29
Adalta Capital Management
New York
$366K +$14.8K +2,025 +4%
PFA
30
Peak Financial Advisors
Colorado
$352K +$32K +4,386 +10%
RJA
31
Raymond James & Associates
Florida
$334K -$73.4K -10,064 -18%
WCMNY
32
Westchester Capital Management (New York)
New York
$326K – – –
QL
33
Quarry LP
New York
$317K +$317K +43,533 New
AIA
34
Absolute Investment Advisers
Florida
$317K +$317K +43,533 New
UBS Group
35
UBS Group
Switzerland
$311K -$129K -17,728 -29%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$310K +$310K +42,507 New
BRWA
37
B. Riley Wealth Advisors
Florida
$302K +$76.4K +9,946 +34%
SWM
38
SeaCrest Wealth Management
New York
$294K +$15.7K +2,160 +6%
CA
39
Cetera Advisors
Colorado
$292K – – –
SRC
40
Shufro Rose & Co
New York
$227K -$36.7K -5,029 -14%
Stifel Financial
41
Stifel Financial
Missouri
$188K +$20K +2,750 +12%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$171K -$34.4K -4,718 -17%
KPWS
43
Kestra Private Wealth Services
Texas
$120K +$5.48K +751 +5%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$117K +$5.48K +751 +5%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$117K – – –
Comerica Bank
46
Comerica Bank
Texas
$113K -$4.74K -650 -4%
NA
47
NewEdge Advisors
Louisiana
$109K +$109K +14,970 New
AA
48
AQR Arbitrage
Connecticut
$109K -$465K -63,750 -81%
SCM
49
Sage Capital Management
New Jersey
$105K +$328 +45 +0.3%
FM
50
Family Management
New York
$105K – – –
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