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BRW

Saba Capital Income & Opportunities Fund
BRW

84 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, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

20% more funds holding

Funds holding: 70 → 84 (+14)

3% more capital invested

Capital invested by funds: $99.2M → $102M (+$2.51M)

0.63% more ownership

Funds ownership: 30.74% → 31.36% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

Holders
84
Holders Change
+14
Holders Change %
+20%
% of All Funds
1.11%
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
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIA
Absolute Investment Advisers
Florida
+$5.34M
2
QL
Quarry LP
New York
+$2.1M
3
SFS
Shaker Financial Services
Virginia
+$925K
4
NA
NewEdge Advisors
Louisiana
+$709K
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$660K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$2.9M
2
GA
GraniteShares Advisors
New York
-$2.21M
3
RCM
Rivernorth Capital Management
Florida
-$1.93M
4
MG
Marex Group
-$1.01M
5
Morgan Stanley
Morgan Stanley
New York
-$598K
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$647K +$646K +84,971 New
RAM
27
Readystate Asset Management
Illinois
$507K +$506K +66,477 New
Goldman Sachs
28
Goldman Sachs
New York
$505K +$7.6K +1,000 +2%
BCA
29
Bay Colony Advisors
Massachusetts
$488K +$487K +64,060 New
UBS Group
30
UBS Group
Switzerland
$488K +$249K +32,685 +104%
WS
31
Wedbush Securities
California
$480K +$10.6K +1,400 +2%
PFA
32
Peak Financial Advisors
Colorado
$466K +$236 +31 +0.1%
ACM
33
Adalta Capital Management
New York
$446K -$70.3K -9,240 -14%
SWM
34
SeaCrest Wealth Management
New York
$413K +$43.8K +5,763 +12%
WCMNY
35
Westchester Capital Management (New York)
New York
$341K – – –
HighTower Advisors
36
HighTower Advisors
Illinois
$334K -$88.3K -11,617 -21%
Osaic Holdings
37
Osaic Holdings
Arizona
$321K +$10.5K +1,380 +3%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$306K -$27.1K -3,568 -8%
PA
39
Parallel Advisors
California
$224K -$66.9K -8,793 -23%
WSFS
40
Wilmington Savings Fund Society
Delaware
$216K – – –
Walleye Capital
41
Walleye Capital
New York
$216K +$215K +28,327 New
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$212K -$14.2K -1,866 -6%
JFG
43
Jefferies Financial Group
New York
$191K +$190K +25,000 New
MWM
44
Modern Wealth Management
Kansas
$191K +$190K +25,000 New
GP
45
Gridiron Partners
Pennsylvania
$172K – – –
XT
46
XTX Topco
Cayman Islands
$141K +$140K +18,466 New
KPWS
47
Kestra Private Wealth Services
Texas
$139K +$4.29K +564 +3%
MG
48
Marex Group
$126K -$1.01M -132,260 -89%
JP Morgan Chase
49
JP Morgan Chase
New York
$122K – – –
Comerica Bank
50
Comerica Bank
Texas
$118K – – –
1
2
3 4

BRW Hedge Fund Activity: Q4 2024 in Review

84 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Saba Capital Income & Opportunities Fund (BRW) for Q4 2024, worth a combined $102M — up 2.5% from $99.2M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BRW positions and 4 closed out — a net gain of 16 holders — while 21 added to existing stakes and 24 trimmed.

The largest buyer was Absolute Investment Advisers, opening a new position worth an estimated $5.34M. The largest seller was Saba Capital Management, cutting an estimated $2.9M.

  • 84 institutional investors held Saba Capital Income & Opportunities Fund (BRW) as of Q4 2024, up from 70 in Q3 2024.
  • Funds reported $102M of Saba Capital Income & Opportunities Fund stock for Q4 2024, up 2.5% quarter-over-quarter.
  • 20 funds opened new Saba Capital Income & Opportunities Fund positions in Q4 2024 and 4 closed out, a net change of +16 holders.
  • The largest Saba Capital Income & Opportunities Fund buyer in Q4 2024 was Absolute Investment Advisers, an estimated $5.34M added.
  • The largest Saba Capital Income & Opportunities Fund seller in Q4 2024 was Saba Capital Management, an estimated $2.9M sold.

Based on aggregated 13F filings for Q4 2024.