BRW

Saba Capital Income & Opportunities Fund
BRW

Overview Fund Activity

83 hedge funds and large institutions have $102M invested in Saba Capital Income & Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+14
Holders Change %
+20.29%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
21
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
Absolute Investment Advisers
Florida
+$5.35M
2
QL
Quarry LP
New York
+$2.11M
3
SFS
Shaker Financial Services
Virginia
+$927K
4
NA
NewEdge Advisors
Louisiana
+$710K
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$661K

Top Sellers

1
SCM
Saba Capital Management
New York
-$2.91M
2
GA
GraniteShares Advisors
New York
-$2.21M
3
RCM
Rivernorth Capital Management
Florida
-$1.93M
4
Morgan Stanley
Morgan Stanley
New York
-$599K
5
AGM
Alpine Global Management
New York
-$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
Raymond James Financial
26
Raymond James Financial
Florida
$647K +$647K +84,971 New
RAM
27
Readystate Asset Management
Illinois
$507K +$507K +66,477 New
Goldman Sachs
28
Goldman Sachs
New York
$505K +$7.62K +1,000 +2%
BCA
29
Bay Colony Advisors
Massachusetts
$488K +$488K +64,060 New
UBS Group
30
UBS Group
Switzerland
$488K +$249K +32,685 +104%
WS
31
Wedbush Securities
California
$480K +$10.7K +1,400 +2%
PFA
32
Peak Financial Advisors
Colorado
$466K +$236 +31 +0.1%
ACM
33
Adalta Capital Management
New York
$446K -$70.4K -9,240 -14%
SWM
34
SeaCrest Wealth Management
New York
$413K +$43.9K +5,763 +12%
WCMNY
35
Westchester Capital Management (New York)
New York
$341K – – –
HighTower Advisors
36
HighTower Advisors
Illinois
$334K -$88.5K -11,617 -21%
Osaic Holdings
37
Osaic Holdings
Arizona
$321K +$10.5K +1,380 +3%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$306K -$27.2K -3,568 -8%
PA
39
Parallel Advisors
California
$224K -$67K -8,793 -23%
WSFS
40
Wilmington Savings Fund Society
Delaware
$216K – – –
Walleye Capital
41
Walleye Capital
New York
$216K +$216K +28,327 New
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$212K -$14.2K -1,866 -6%
MWM
43
Modern Wealth Management
Kansas
$191K +$191K +25,000 New
JFG
44
Jefferies Financial Group
New York
$191K +$191K +25,000 New
GP
45
Gridiron Partners
Pennsylvania
$172K – – –
XT
46
XTX Topco
Cayman Islands
$141K +$141K +18,466 New
KPWS
47
Kestra Private Wealth Services
Texas
$139K +$4.3K +564 +3%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$122K – – –
Comerica Bank
49
Comerica Bank
Texas
$118K – – –
BRWA
50
B. Riley Wealth Advisors
Florida
$115K -$30.5K -4,000 -21%
1
2
3 4