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BRW

Saba Capital Income & Opportunities Fund

101 hedge funds and large institutions have $244M invested in Saba Capital Income & Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

5% more funds holding

Funds holding: 96101 (+5)

0.02% more ownership

Funds ownership: 16.3%16.33% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $252M → $244M (-$8.82M)

Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
29
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$43.4M +$3.41M +332,807 +8%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$27.7M -$17M -1,660,363 -38%
JP Morgan Chase
3
JP Morgan Chase
New York
$25.2M +$25K +2,437 +0.1%
RCM
4
Rivernorth Capital Management
Florida
$24.2M +$1.08M +105,387 +5%
RVPG
5
Relative Value Partners Group
$16.8M +$6.28M +612,963 +58%
Bank of America
6
Bank of America
North Carolina
$10.8M +$1.14M +111,023 +11%
ISSM
7
Invesco Senior Secured Management
New York
$10.2M
AAMU
8
Amundi Asset Management US
Massachusetts
$9.91M +$10.1M +984,842 New
Invesco
9
Invesco
Georgia
$8.31M -$430K -41,978 -5%
SIA
10
Sit Investment Associates
Minnesota
$7M -$1.46M -142,865 -17%
FIMG
11
Financial & Investment Management Group
Michigan
$6.54M -$166K -16,167 -2%
Bessemer Group
12
Bessemer Group
New Jersey
$5.7M -$937K -91,500 -14%
EVM
13
Eaton Vance Management
Massachusetts
$5.2M -$5.3M -517,256 -50%
COLIM
14
City of London Investment Management
United Kingdom
$4.41M
UBS Group
15
UBS Group
Switzerland
$4.26M +$536K +52,323 +14%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$2.8M -$906K -88,475 -24%
Wells Fargo
17
Wells Fargo
California
$2.62M +$838K +81,791 +46%
CA
18
Cetera Advisors
Colorado
$1.65M +$1.68M +164,141 New
ICM
19
Ionic Capital Management
New York
$1.52M +$106K +10,383 +7%
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$1.28M +$791K +77,224 +154%
WCMNY
21
Westchester Capital Management (New York)
New York
$1.25M
UCFA
22
United Capital Financial Advisors
Texas
$1.21M -$60.5K -5,910 -5%
CS
23
Comerica Securities
Michigan
$1.18M +$173K +16,938 +17%
Stifel Financial
24
Stifel Financial
Missouri
$1.05M +$52.9K +5,166 +5%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$978K

BRW Hedge Fund Activity: Q2 2018 in Review

101 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Saba Capital Income & Opportunities Fund (BRW) for Q2 2018, worth a combined $244M — down 3.5% from $252M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BRW positions and 10 closed out — a net gain of 6 holders — while 29 added to existing stakes and 24 trimmed.

The largest buyer was Amundi Asset Management US, opening a new position worth an estimated $10.1M. The largest seller was Baillie Gifford & Co, cutting an estimated $17M.

  • 101 institutional investors held Saba Capital Income & Opportunities Fund (BRW) as of Q2 2018, up from 96 in Q1 2018.
  • Funds reported $244M of Saba Capital Income & Opportunities Fund stock for Q2 2018, down 3.5% quarter-over-quarter.
  • 16 funds opened new Saba Capital Income & Opportunities Fund positions in Q2 2018 and 10 closed out, a net change of +6 holders.
  • The largest Saba Capital Income & Opportunities Fund buyer in Q2 2018 was Amundi Asset Management US, an estimated $10.1M added.
  • The largest Saba Capital Income & Opportunities Fund seller in Q2 2018 was Baillie Gifford & Co, an estimated $17M sold.

Based on aggregated 13F filings for Q2 2018.