BRW

Saba Capital Income & Opportunities Fund
BRW

Overview Fund Activity

71 hedge funds and large institutions have $134M invested in Saba Capital Income & Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
18
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
+$5.26M
2
RCM
Rivernorth Capital Management
Florida
+$2.32M
3
RVPG
Relative Value Partners Group
+$998K
4
LSC
Logan Stone Capital
Illinois
+$836K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$828K

Top Sellers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$5.05M
2
COLIM
City of London Investment Management
United Kingdom
-$4.28M
3
SCM
Saba Capital Management
New York
-$1.76M
4
NCM
Next Capital Management
New York
-$691K
5
IP
Investment Partners
Ohio
-$416K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Apollon Wealth Management
South Carolina
$86.2K +$86.2K +11,330 New
WAM
52
Wolverine Asset Management
Illinois
$77.6K +$77.6K +10,191 New
LWP
53
Lumature Wealth Partners
Georgia
$64.8K – – –
PA
54
Parallel Advisors
California
$59.1K +$59.1K +7,765 New
IA
55
IFP Advisors
Florida
$36K -$62.9K -7,676 -64%
WC
56
Winmill & Co
New York
$27.4K – – –
NECFA
57
New England Capital Financial Advisors
Connecticut
$19.4K +$19.4K +2,417 New
BAM
58
Baldrige Asset Management
Pennsylvania
$18K +$18K +2,320 New
CAL
59
Capital Advisors Ltd
Ohio
$12K – – –
BC
60
Barrett & Company
Rhode Island
$10.5K – – –
RCM
61
Raleigh Capital Management
North Carolina
$9.89K +$989 +130 +11%
TCOV
62
Trust Company of Vermont
Vermont
$9.89K +$9.89K +1,300 New
SPIA
63
Steward Partners Investment Advisory
New York
$3.04K – – –
IRC
64
Investors Research Corp
Georgia
$2.95K – – –
US Bancorp
65
US Bancorp
Minnesota
$2.47K – – –
MCC
66
Money Concepts Capital
Florida
$1.9K +$1.9K +250 New
GRP
67
Global Retirement Partners
California
$1.42K – – –
NSIM
68
North Star Investment Management
Illinois
$1.18K – – –
Fidelity Investments
69
Fidelity Investments
Massachusetts
$23 +$23 +3 New
HNB
70
Huntington National Bank
Ohio
$6 – – –
COLIM
71
City of London Investment Management
United Kingdom
– -$4.28M -544,162 Closed
PHS
72
Pekin Hardy Strauss
Illinois
– -$408K -51,549 Closed
MC
73
Moors & Cabot
Massachusetts
– -$396K -50,000 Closed
FWM
74
Foresight Wealth Management
Utah
– -$142K -17,906 Closed
Jane Street
75
Jane Street
New York
– -$99K -12,560 Closed
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