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BRW

Saba Capital Income & Opportunities Fund
BRW

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: 70 → 84 (+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: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
AIA
Absolute Investment Advisers
Florida
+$5.34M
2
QL
Quarry LP
New York
+$2.1M
3
SFS
Shaker Financial Services
Virginia
+$925K
4
NA
NewEdge Advisors
Louisiana
+$709K
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$660K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$2.9M
2
GA
GraniteShares Advisors
New York
-$2.21M
3
RCM
Rivernorth Capital Management
Florida
-$1.93M
4
MG
Marex Group
-$1.01M
5
Morgan Stanley
Morgan Stanley
New York
-$598K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$7.62K +$7.6K +1,000 New
KTC
77
Kentucky Trust Company
Kentucky
$3.81K +$3.8K +500 New
BAM
78
Bellevue Asset Management
Washington
$3.2K – – –
SPIA
79
Steward Partners Investment Advisory
New York
$3.05K – – –
IRC
80
Investors Research Corp
Georgia
$2.95K – – –
BlackRock
81
BlackRock
New York
$2.29K +$2.28K +300 New
GRP
82
Global Retirement Partners
California
$1.43K – – –
NSIM
83
North Star Investment Management
Illinois
$1.18K – – –
SFGP
84
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$8 +$8 +1 New
HNB
85
Huntington National Bank
Ohio
$6 – – –
GA
86
GraniteShares Advisors
New York
– -$2.21M -291,789 Closed
WWM
87
Western Wealth Management
Colorado
– -$76.4K -10,070 Closed
TCOV
88
Trust Company of Vermont
Vermont
– -$9.87K -1,300 Closed
WIM
89
Westside Investment Management
California
– -$759 -100 Closed
1 2 3
4

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.