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BRW

Saba Capital Income & Opportunities Fund

84 hedge funds and large institutions have $102M invested in Saba Capital Income & Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

20% more funds holding

Funds holding: 7084 (+14)

3% more capital invested

Capital invested by funds: $99.2M → $102M (+$2.51M)

0.63% more ownership

Funds ownership: 30.74%31.36% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

Holders
84
Holders Change
+14
Holders Change %
+20%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
21
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
51
B. Riley Wealth Advisors
Florida
$115K -$30.4K -4,000 -21%
Corient Private Wealth
52
Corient Private Wealth
Florida
$112K -$4.93K -648 -4%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$111K +$111K +14,542 New
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$106K
SCM
55
Sage Capital Management
New Jersey
$103K -$3.17K -417 -3%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$102K +$101K +13,321 New
AA
57
AQR Arbitrage
Connecticut
$97.5K +$97.3K +12,798 New
APG
58
Abacus Planning Group
South Carolina
$95.6K
Wells Fargo
59
Wells Fargo
California
$95.1K +$94.9K +12,482 +1,248,200%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$94K -$2.63K -346 -3%
MCM
61
MAI Capital Management
Ohio
$89.2K +$373 +49 +0.4%
GSF
62
Grove Street Fiduciary
New Hampshire
$87.9K +$87.7K +11,532 New
CIA
63
Capital Investment Advisors
Georgia
$83.6K -$3.32K -437 -4%
CFD
64
Creative Financial Designs
Indiana
$82.1K +$8.18K +1,075 +11%
KAS
65
Kestra Advisory Services
Texas
$79.7K -$7.6K -1,000 -9%
AWM
66
Apollon Wealth Management
South Carolina
$77.2K -$24.4K -3,205 -24%
GI
67
GAMCO Investors
Connecticut
$76.2K
NWMP
68
Noble Wealth Management PBC
Colorado
$41.9K +$41.8K +5,500 New
WC
69
Winmill & Co
New York
$27.4K
CA
70
Clearstead Advisors
Ohio
$22.9K
RCM
71
Raleigh Capital Management
North Carolina
$18.3K
EC
72
Elequin Capital
New York
$16.9K +$16.9K +2,220 New
EB
73
Eastern Bank
Massachusetts
$16.8K +$16.7K +2,200 New
CAL
74
Capital Advisors Ltd
Ohio
$12K
Bessemer Group
75
Bessemer Group
New Jersey
$11K +$61 +8 +0.6%

BRW Hedge Fund Activity: Q4 2024 in Review

84 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Saba Capital Income & Opportunities Fund (BRW) for Q4 2024, worth a combined $102M — up 2.5% from $99.2M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BRW positions and 4 closed out — a net gain of 16 holders — while 21 added to existing stakes and 24 trimmed.

The largest buyer was Absolute Investment Advisers, opening a new position worth an estimated $5.34M. The largest seller was Saba Capital Management, cutting an estimated $2.9M.

  • 84 institutional investors held Saba Capital Income & Opportunities Fund (BRW) as of Q4 2024, up from 70 in Q3 2024.
  • Funds reported $102M of Saba Capital Income & Opportunities Fund stock for Q4 2024, up 2.5% quarter-over-quarter.
  • 20 funds opened new Saba Capital Income & Opportunities Fund positions in Q4 2024 and 4 closed out, a net change of +16 holders.
  • The largest Saba Capital Income & Opportunities Fund buyer in Q4 2024 was Absolute Investment Advisers, an estimated $5.34M added.
  • The largest Saba Capital Income & Opportunities Fund seller in Q4 2024 was Saba Capital Management, an estimated $2.9M sold.

Based on aggregated 13F filings for Q4 2024.