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BRW

Saba Capital Income & Opportunities Fund
BRW

66 hedge funds and large institutions have $158M invested in Saba Capital Income & Opportunities Fund in 2013 Q2 according to their latest regulatory filings, with 66 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

8.4% more ownership

Funds ownership: 0% → 8.4% (+8.4%)

Holders
66
Holders Change
+66
Holders Change %
–
% of All Funds
2.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
66
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$63.1M +$64.4M +4,955,710 New
Invesco
2
Invesco
Georgia
$31.4M +$32.1M +2,466,170 New
Bank of America
3
Bank of America
North Carolina
$18.7M +$19.1M +1,467,655 New
GC
4
Guggenheim Capital
Illinois
$5.23M +$5.34M +410,632 New
JP Morgan Chase
5
JP Morgan Chase
New York
$4.82M +$4.92M +378,400 New
AAM
6
Advisors Asset Management
Colorado
$4.8M +$4.89M +376,495 New
Wells Fargo
7
Wells Fargo
California
$4.05M +$4.13M +317,530 New
U
8
UBS
Switzerland
$3.77M +$3.85M +296,036 New
CS
9
Credit Suisse
Switzerland
$3.43M +$3.5M +269,076 New
ARC
10
Absolute Return Capital
Massachusetts
$3.21M +$3.28M +252,290 New
HK
11
Horizon Kinetics
New York
$2.81M +$2.87M +220,721 New
LPL Financial
12
LPL Financial
California
$2.11M +$2.15M +165,790 New
HighTower Advisors
13
HighTower Advisors
Illinois
$1.75M +$1.79M +137,794 New
IAS
14
IMA Advisory Services
Colorado
$943K +$962K +74,025 New
RJA
15
Raymond James & Associates
Florida
$769K +$785K +60,389 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$688K +$702K +53,997 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$443K +$452K +34,766 New
Jane Street
18
Jane Street
New York
$410K +$419K +32,202 New
WS
19
Wedbush Securities
California
$379K +$387K +29,741 New
Barclays
20
Barclays
United Kingdom
$369K +$377K +29,000 New
BSWMG
21
Barrington Strategic Wealth Management Group
Illinois
$358K +$366K +28,125 New
SFG
22
Sather Financial Group
Texas
$280K +$286K +21,975 New
FAAS
23
First Allied Advisory Services
California
$223K +$231K +17,742 New
CL
24
CPWM LLC
Washington
$206K +$210K +16,168 New
SNC
25
Stifel Nicolaus & Co
Missouri
$196K +$200K +15,350 New
1
2 3

BRW Hedge Fund Activity: Q2 2013 in Review

66 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Saba Capital Income & Opportunities Fund (BRW) for Q2 2013, worth a combined $158M.

Buyers outnumbered sellers: 66 funds opened new BRW positions and 0 closed out — a net gain of 66 holders — while 0 added to existing stakes and 0 trimmed.

  • 66 institutional investors held Saba Capital Income & Opportunities Fund (BRW) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $158M of Saba Capital Income & Opportunities Fund stock for Q2 2013.
  • 66 funds opened new Saba Capital Income & Opportunities Fund positions in Q2 2013 and 0 closed out, a net change of +66 holders.

Based on aggregated 13F filings for Q2 2013.