BRW

Saba Capital Income & Opportunities Fund
BRW

Overview Fund Activity

61 hedge funds and large institutions have $126M invested in Saba Capital Income & Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-5
Holders Change %
-7.58%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
16
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGM
1
Alpine Global Management
New York
$840K
2
LPL Financial
2
LPL Financial
California
$751K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.12M
4
SC
4
Scotia Capital
Ontario, Canada
$1.47M
5
CPIG
5
Chicago Partners Investment Group
Illinois
$1.08M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$26.8M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$16.1M
3
BI
3
Bulldog Investors
New Jersey
$3.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.2M
5
Invesco
5
Invesco
Georgia
$4.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
51
Wolverine Asset Management
Illinois
$24.9K +$24.9K +3,239 New
RCM
52
Raleigh Capital Management
North Carolina
$13.1K +$2.16K +280 +20%
CAL
53
Capital Advisors Ltd
Ohio
$12K – – –
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$10.5K +$10.5K +1,362 New
TCOV
55
Trust Company of Vermont
Vermont
$10K – – –
BAM
56
Bellevue Asset Management
Washington
$3.23K +$3.23K +420 New
SPIA
57
Steward Partners Investment Advisory
New York
$3.08K – – –
IRC
58
Investors Research Corp
Georgia
$2.98K – – –
GRP
59
Global Retirement Partners
California
$1.44K – – –
NSIM
60
North Star Investment Management
Illinois
$1.19K – – –
TFA
61
Toth Financial Advisory
Virginia
$963 +$963 +125 New
WIM
62
Westside Investment Management
California
$770 – – –
IP
63
Investment Partners
Ohio
– -$328K -40,214 Closed
CCP
64
Clough Capital Partners
Massachusetts
– -$267K -32,754 Closed
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
– -$217K -26,592 Closed
ICMP
66
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$154K -17,989 Closed
CIA
67
Capital Investment Advisors
Georgia
– -$125K -15,295 Closed
WS
68
Wedbush Securities
California
– -$112K -13,723 Closed
HF
69
HRT Financial
New York
– -$106K -13,071 Closed
AAS
70
Ameritas Advisory Services
Nebraska
– -$14.3K -1,750 Closed
BC
71
Barrett & Company
Rhode Island
– -$11.2K -1,375 Closed
LC
72
Lindbrook Capital
California
– -$8.15K -1,000 Closed
1 2
3