BRW

Saba Capital Income & Opportunities Fund
BRW

Overview Fund Activity

72 hedge funds and large institutions have $99.2M invested in Saba Capital Income & Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-4
Holders Change %
-5.26%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
8
Increased
25
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Landscape Capital Management
New Jersey
+$1.59M
2
SFS
Shaker Financial Services
Virginia
+$936K
3
Osaic Holdings
Osaic Holdings
Arizona
+$850K
4
MGWM
Marks Group Wealth Management
Minnesota
+$756K
5
RCM
Rivernorth Capital Management
Florida
+$509K

Top Sellers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
-$6.32M
2
SCM
Saba Capital Management
New York
-$5.87M
3
Morgan Stanley
Morgan Stanley
New York
-$4.89M
4
SWP
Significant Wealth Partners
Illinois
-$3.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$101K – – –
APG
52
Abacus Planning Group
South Carolina
$91.5K – – –
CIA
53
Capital Investment Advisors
Georgia
$89K -$20.8K -2,857 -19%
AWM
54
Apollon Wealth Management
South Carolina
$87.9K +$5.28K +724 +6%
MCM
55
MAI Capital Management
Ohio
$85.2K -$372 -51 -0.4%
WWM
56
Western Wealth Management
Colorado
$82.2K – – –
Corient Private Wealth
57
Corient Private Wealth
Florida
$78.4K +$78.4K +10,749 New
KAS
58
Kestra Advisory Services
Texas
$76.3K +$76.3K +10,464 New
LFG
59
Larson Financial Group
Missouri
$27.2K +$27.2K +3,735 New
Wells Fargo
60
Wells Fargo
California
$26.9K +$6.41K +879 +31%
WC
61
Winmill & Co
New York
$26.2K – – –
RCM
62
Raleigh Capital Management
North Carolina
$15.3K – – –
CAL
63
Capital Advisors Ltd
Ohio
$12K – – –
TCOV
64
Trust Company of Vermont
Vermont
$9.48K – – –
SPIA
65
Steward Partners Investment Advisory
New York
$9.36K +$6.44K +884 +221%
BAM
66
Bellevue Asset Management
Washington
$3.06K – – –
IRC
67
Investors Research Corp
Georgia
$2.82K – – –
FFA
68
Farther Finance Advisors
California
$1.9K – – –
GRP
69
Global Retirement Partners
California
$1.36K – – –
NSIM
70
North Star Investment Management
Illinois
$1.13K – – –
TFA
71
Toth Financial Advisory
Virginia
$912 – – –
WIM
72
Westside Investment Management
California
$729 – – –
HNB
73
Huntington National Bank
Ohio
$6 -$6 – –
SWP
74
Significant Wealth Partners
Illinois
– -$3.9M -505,579 Closed
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
– -$2.97M -385,286 Closed
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