We are live on ! Find out more
BRW

Saba Capital Income & Opportunities Fund

106 hedge funds and large institutions have $332M invested in Saba Capital Income & Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more capital invested

Capital invested by funds: $236M → $332M (+$96.2M)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2.39% more ownership

Funds ownership: 16.51%18.89% (+2.4%)

2% more funds holding

Funds holding: 104106 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
2.09%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
19
Increased
29
Reduced
30
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CT
101
Caldwell Trust
Florida
$1.75K +$1.69K +175 New
APA
102
American Portfolios Advisors
New York
$1.1K
ASN
103
Advisory Services Network
Georgia
$1K
PFGIA
104
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$19 +2 +2%
TJHA
105
Thomas J. Herzfeld Advisors
Florida
-$3.07M -326,008 Closed
CRC
106
Curi RMB Capital
Illinois
-$2.95M -313,303 Closed
VIA
107
Vident Investment Advisory
Georgia
-$1.93M -204,794 Closed
6M
108
6 Meridian
Kansas
-$1.01M -107,764 Closed
WAM
109
Wolverine Asset Management
Illinois
-$898K -95,333 Closed
RC
110
RegentAtlantic Capital
New Jersey
-$471K -50,000 Closed
Kovitz Investment Group Partners
111
Kovitz Investment Group Partners
Illinois
-$367K -39,001 Closed
Walleye Capital
112
Walleye Capital
New York
-$165K -17,500 Closed
Bank of New York Mellon
113
Bank of New York Mellon
New York
-$162K -17,177 Closed
Walleye Trading
114
Walleye Trading
New York
-$113K -12,000 Closed
DAS
115
Dynamic Advisor Solutions
Arizona
-$90K -9,545 Closed
CAN
116
Cetera Advisor Networks
California
-$84K -8,877 Closed
CA
117
Calton & Associates
Florida
-$71K -7,500 Closed
WT
118
Whittier Trust
California
-$66K -7,000 Closed
CCB
119
Cutter & Co Brokerage
Missouri
-$58K -6,200 Closed
TLP
120
Trinity Legacy Partners
Texas
-$51K -5,449 Closed
FEG
121
Financial Enhancement Group
Indiana
-$5K -500 Closed
SFS
122
Sowell Financial Services
Arkansas
-$289 -30 -59%
Fidelity Investments
123
Fidelity Investments
Massachusetts
+$10 +1 New

BRW Hedge Fund Activity: Q4 2019 in Review

106 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Saba Capital Income & Opportunities Fund (BRW) for Q4 2019, worth a combined $332M — up 41% from $236M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BRW positions and 17 closed out — a net gain of 2 holders — while 29 added to existing stakes and 30 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $46.5M. The largest seller was Rivernorth Capital Management, cutting an estimated $7.33M.

  • 106 institutional investors held Saba Capital Income & Opportunities Fund (BRW) as of Q4 2019, up from 104 in Q3 2019.
  • Funds reported $332M of Saba Capital Income & Opportunities Fund stock for Q4 2019, up 41% quarter-over-quarter.
  • 19 funds opened new Saba Capital Income & Opportunities Fund positions in Q4 2019 and 17 closed out, a net change of +2 holders.
  • The largest Saba Capital Income & Opportunities Fund buyer in Q4 2019 was Saba Capital Management, an estimated $46.5M added.
  • The largest Saba Capital Income & Opportunities Fund seller in Q4 2019 was Rivernorth Capital Management, an estimated $7.33M sold.

Based on aggregated 13F filings for Q4 2019.