BRW

Saba Capital Income & Opportunities Fund
BRW

Overview Fund Activity

105 hedge funds and large institutions have $332M invested in Saba Capital Income & Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+1
Holders Change %
+0.96%
% of All Funds
2.07%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
29
Reduced
30
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$48.3M
2
SIA
Sit Investment Associates
Minnesota
+$7.18M
3
COLIM
City of London Investment Management
United Kingdom
+$2.83M
4
PCM
Penserra Capital Management
California
+$2.33M
5
NCM
Next Capital Management
New York
+$794K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$7.61M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$3.07M
3
CRC
Curi RMB Capital
Illinois
-$2.95M
4
VIA
Vident Investment Advisory
Georgia
-$1.93M
5
Morgan Stanley
Morgan Stanley
New York
-$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
76
Adalta Capital Management
New York
$60K +$60K +6,000 New
SMH
77
Sanders Morris Harris
Texas
$59K – – –
PP
78
Prudential plc
United Kingdom
$55K – – –
PA
79
Perennial Advisors
New York
$55K +$816 +82 +2%
IAN
80
Integrated Advisors Network
Texas
$50K +$50K +5,000 New
GI
81
Gradient Investments
Minnesota
$49K – – –
HWM
82
Howard Wealth Management
Connecticut
$24K +$24K +2,400 New
SSB
83
Sandy Spring Bank
Maryland
$22K – – –
MF
84
Manchester Financial
California
$21K +$21K +2,060 New
BCI
85
Brinker Capital Investments
Pennsylvania
$20K – – –
QAM
86
QCI Asset Management
New York
$19K – – –
CAL
87
Capital Advisors Ltd
Ohio
$16K – – –
RIA
88
Realta Investment Advisors
Delaware
$14K +$113 +12 +0.8%
S
89
SignatureFD
Georgia
$13K – – –
SIA
90
SeaBridge Investment Advisors
New Jersey
$10K – – –
FCM
91
Firestone Capital Management
Florida
$10K +$10K +963 New
CFGS
92
Concourse Financial Group Securities
Alabama
$10K +$10K +1,000 New
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$8K – – –
CAL
94
Capital Analysts LLC
Pennsylvania
$7K – – –
CAC
95
Certified Advisory Corp
Florida
$6K – – –
PCG
96
Private Capital Group
Connecticut
$6K – – –
HNB
97
Huntington National Bank
Ohio
$5K -$9K – –
SPIA
98
Steward Partners Investment Advisory
New York
$4K – – –
NSIM
99
North Star Investment Management
Illinois
$3K – – –
CFA
100
Carroll Financial Associates
North Carolina
$2K -$3.84K -397 -66%
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4
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