BRW

Saba Capital Income & Opportunities Fund
BRW

Overview Fund Activity

76 hedge funds and large institutions have $125M invested in Saba Capital Income & Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
18
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$10.3M
2
RVPG
Relative Value Partners Group
$17.8M
3
RCM
Rivernorth Capital Management
Florida
$23.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.97M
5
AGM
Alpine Global Management
New York
$1.43M

Top Sellers

1
CCP
Clough Capital Partners
Massachusetts
$0
2
SCM
Saba Capital Management
New York
$16.6M
3
QL
Quarry LP
New York
$0
4
BI
Bulldog Investors
New Jersey
$1.96M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
51
Family Management
New York
$111K -$10.7K -1,389 -9%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$107K +$107K +13,860 New
IP
53
Ignite Planners
California
$97.8K -$37.6K -4,868 -28%
APG
54
Abacus Planning Group
South Carolina
$96.7K – – –
Nomura Holdings
55
Nomura Holdings
Japan
$90.9K +$90.9K +11,794 New
MCM
56
MAI Capital Management
Ohio
$90.5K +$894 +116 +1%
AWM
57
Apollon Wealth Management
South Carolina
$87.4K – – –
WWM
58
Western Wealth Management
Colorado
$86.9K -$36.2K -4,695 -29%
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$39.7K – – –
WC
60
Winmill & Co
New York
$27.8K – – –
Wells Fargo
61
Wells Fargo
California
$21.7K +$15.2K +1,969 +234%
RCM
62
Raleigh Capital Management
North Carolina
$16.2K +$2.31K +300 +17%
CAL
63
Capital Advisors Ltd
Ohio
$13K – – –
TCOV
64
Trust Company of Vermont
Vermont
$10K – – –
BWM
65
Baystate Wealth Management
Massachusetts
$5.91K +$5.91K +766 New
TC
66
Truvestments Capital
Florida
$5.78K +$5.78K +750 New
GI
67
Gradient Investments
Minnesota
$3.86K +$3.86K +500 New
MSWM
68
McGlone Suttner Wealth Management
Wisconsin
$3.66K +$3.66K +474 New
BAM
69
Bellevue Asset Management
Washington
$3.24K – – –
SPIA
70
Steward Partners Investment Advisory
New York
$3.08K – – –
IRC
71
Investors Research Corp
Georgia
$2.98K – – –
FFA
72
Farther Finance Advisors
California
$2.01K +$2.01K +260 New
GRP
73
Global Retirement Partners
California
$1.39K – – –
NSIM
74
North Star Investment Management
Illinois
$1.2K – – –
TFA
75
Toth Financial Advisory
Virginia
$964 – – –
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