We are live on ! Find out more
BRW

Saba Capital Income & Opportunities Fund

95 hedge funds and large institutions have $233M invested in Saba Capital Income & Opportunities Fund in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

8% more capital invested

Capital invested by funds: $215M → $233M (+$17.5M)

0.52% more ownership

Funds ownership: 14.38%14.9% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 10095 (-5)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

Holders
95
Holders Change
-5
Holders Change %
-5%
% of All Funds
2.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
31
Reduced
26
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$49.4M -$1.54M -159,815 -3%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$36.8M
Invesco
3
Invesco
Georgia
$19M +$10.1M +1,052,180 +127%
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$14.1M
Bank of America
5
Bank of America
North Carolina
$10.3M -$976K -101,383 -9%
Bessemer Group
6
Bessemer Group
New Jersey
$10.1M +$1.32M +137,500 +16%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$8.73M
JP Morgan Chase
8
JP Morgan Chase
New York
$6.67M +$1.1M +114,400 +21%
NCM
9
Newgate Capital Management
Connecticut
$5.94M +$1.34M +138,690 +31%
GC
10
Guggenheim Capital
Illinois
$5.3M -$919K -95,421 -15%
EVM
11
Eaton Vance Management
Massachusetts
$5.16M
WCMNY
12
Westchester Capital Management (New York)
New York
$4.55M +$315K +32,666 +8%
FWIA
13
Fort Washington Investment Advisors
Ohio
$4.5M -$2.15M -223,006 Closed
BCC
14
Bain Capital Credit
Massachusetts
$4.38M +$66.2K +6,873 +2%
FIMG
15
Financial & Investment Management Group
Michigan
$4.35M +$1.17M +121,727 +39%
RCM
16
Rivernorth Capital Management
Florida
$3.67M +$3.07M +318,755 +697%
UCFA
17
United Capital Financial Advisors
Texas
$3.12M -$850K -88,323 -22%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.1M -$858K -89,156 -22%
Wells Fargo
19
Wells Fargo
California
$2.61M +$1.13M +117,208 +83%
LPL Financial
20
LPL Financial
California
$2.27M +$243K +25,287 +12%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$2.27M
UBS Group
22
UBS Group
Switzerland
$2.1M -$698K -72,492 -26%
AAM
23
Advisors Asset Management
Colorado
$1.91M +$579K +60,143 +46%
Stifel Financial
24
Stifel Financial
Missouri
$1.64M +$879K +91,274 +128%
MIG
25
Mariner Investment Group
New York
$1.6M +$1.53M +158,443 New

BRW Hedge Fund Activity: Q1 2016 in Review

95 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Saba Capital Income & Opportunities Fund (BRW) for Q1 2016, worth a combined $233M — up 8.1% from $215M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BRW and 12 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 31 added.

The largest buyer was Invesco, adding an estimated $10.1M. The largest seller was Kohlberg Kravis Roberts & Co, exiting entirely with an estimated $5.82M sold.

  • 95 institutional investors held Saba Capital Income & Opportunities Fund (BRW) as of Q1 2016, down from 100 in Q4 2015.
  • Funds reported $233M of Saba Capital Income & Opportunities Fund stock for Q1 2016, up 8.1% quarter-over-quarter.
  • 12 funds opened new Saba Capital Income & Opportunities Fund positions in Q1 2016 and 16 closed out, a net change of -4 holders.
  • The largest Saba Capital Income & Opportunities Fund buyer in Q1 2016 was Invesco, an estimated $10.1M added.
  • The largest Saba Capital Income & Opportunities Fund seller in Q1 2016 was Kohlberg Kravis Roberts & Co, an estimated $5.82M sold.

Based on aggregated 13F filings for Q1 2016.