BRW

Saba Capital Income & Opportunities Fund
BRW

Overview Fund Activity

88 hedge funds and large institutions have $177M invested in Saba Capital Income & Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
21
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ISSM
Invesco Senior Secured Management
New York
$3.57M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
$4.78M
3
RCM
Rivernorth Capital Management
Florida
$36.8M
4
SIA
Sit Investment Associates
Minnesota
$6.18M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.72M

Top Sellers

1
SCM
Saba Capital Management
New York
$46.6M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$0
3
CCP
Clough Capital Partners
Massachusetts
$2.52M
4
Millennium Management
Millennium Management
New York
$0
5
SFS
Shaker Financial Services
Virginia
$848K
Name Holding Trade Value Shares
Change 		Shares
Change %
LSC
51
Logan Stone Capital
Illinois
$132K +$132K +14,568 New
WCMNY
52
Westchester Capital Management (New York)
New York
$130K – – –
WS
53
Wedbush Securities
California
$127K – – –
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$125K -$126 -14 -0.1%
NA
55
NewEdge Advisors
Louisiana
$120K +$120K +13,266 New
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$113K – – –
KPWS
57
Kestra Private Wealth Services
Texas
$112K +$2.19K +242 +2%
AFG
58
Affinia Financial Group
Massachusetts
$104K – – –
PMFA
59
Plante Moran Financial Advisors
Michigan
$90K +$90K +9,983 New
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$88K +$88K +9,729 New
Citadel Advisors
61
Citadel Advisors
Florida
$82K +$82K +9,053 New
LWP
62
Lumature Wealth Partners
Georgia
$77K – – –
BA
63
Bridgewater Advisors
New York
$74K – – –
OC
64
Oppenheimer & Co
New York
$68K -$1.76K -195 -3%
MA
65
MKT Advisors
California
$68K +$68K +7,549 New
AAS
66
Avantax Advisory Services
Texas
$64K +$5.39K +600 +9%
AFP
67
Ausdal Financial Partners
Iowa
$63K – – –
SI
68
Stephens Inc
Arkansas
$56K – – –
PA
69
Perennial Advisors
New York
$55K +$1.18K +131 +2%
PTP
70
Platform Technology Partners
New York
$54K -$150K -16,654 -73%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$53K -$5.41K -600 -9%
LA
72
Latitude Advisors
Florida
$53K +$1.13K +125 +2%
WA
73
WealthTrust Axiom
Pennsylvania
$45K +$45K +5,060 New
WAM
74
Wolverine Asset Management
Illinois
$41K -$400K -44,584 -91%
FCG
75
Financial Connections Group
California
$16K +$16K +1,881 New
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