We are live on ! Find out more
BRW

Saba Capital Income & Opportunities Fund

93 hedge funds and large institutions have $234M invested in Saba Capital Income & Opportunities Fund in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

2% more capital invested

Capital invested by funds: $229M → $234M (+$4.75M)

0.97% more ownership

Funds ownership: 14.1%15.07% (+0.97%)

1% less funds holding

Funds holding: 9493 (-1)

Holders
93
Holders Change
-1
Holders Change %
-1.06%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
32
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NPC
51
National Planning Corporation
California
$167K -$42.3K -4,033 -20%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$158K +$48.4K +4,613 +44%
AG
53
Advisor Group
Arizona
$151K +$79.2K +7,557 +110%
WAM
54
Wealthspire Advisors (Maryland)
Maryland
$133K +$5.24K +500 +4%
SIA
55
Sit Investment Associates
Minnesota
$131K +$131K +12,500 New
HWA
56
HCR Wealth Advisors
California
$117K +$18.3K +1,750 +19%
EVC
57
Eidelman Virant Capital
Missouri
$104K
CRC
58
Curi RMB Capital
Illinois
$98K -$108K -10,270 -52%
WA
59
WealthTrust Axiom
Pennsylvania
$96K
IP
60
Investment Partners
Ohio
$87K
JCM
61
Janney Capital Management
Pennsylvania
$87K +$87.6K +8,353 New
Neuberger Berman Group
62
Neuberger Berman Group
New York
$85K
PCM
63
Penserra Capital Management
California
$80K +$69K +6,581 +573%
MIG
64
Mariner Investment Group
New York
$78K +$78.6K +7,500 New
IA
65
IFP Advisors
Florida
$73K
WT
66
Whittier Trust
California
$73K
BI
67
Bramshill Investments
Florida
$73K +$73.4K +7,000 New
IIC
68
Integrated Investment Consultants
Michigan
$71K
SMH
69
Sanders Morris Harris
Texas
$65K
Creative Planning
70
Creative Planning
Kansas
$58K -$30.6K -2,920 -34%
PP
71
Prudential plc
United Kingdom
$58K
CCP
72
Corient Capital Partners
California
$57K
PA
73
Parallel Advisors
California
$54K -$42 -4 -0.1%
PA
74
Perennial Advisors
New York
$50K
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43K +$42.7K +4,077 New

BRW Hedge Fund Activity: Q3 2017 in Review

93 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Saba Capital Income & Opportunities Fund (BRW) for Q3 2017, worth a combined $234M — up 2.1% from $229M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BRW positions and 11 closed out — a net gain of 1 holder — while 32 added to existing stakes and 17 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $5.52M. The largest seller was Bank of America, cutting an estimated $1.76M.

  • 93 institutional investors held Saba Capital Income & Opportunities Fund (BRW) as of Q3 2017, down from 94 in Q2 2017.
  • Funds reported $234M of Saba Capital Income & Opportunities Fund stock for Q3 2017, up 2.1% quarter-over-quarter.
  • 12 funds opened new Saba Capital Income & Opportunities Fund positions in Q3 2017 and 11 closed out, a net change of +1 holder.
  • The largest Saba Capital Income & Opportunities Fund buyer in Q3 2017 was Rivernorth Capital Management, an estimated $5.52M added.
  • The largest Saba Capital Income & Opportunities Fund seller in Q3 2017 was Bank of America, an estimated $1.76M sold.

Based on aggregated 13F filings for Q3 2017.