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BRW

Saba Capital Income & Opportunities Fund

104 hedge funds and large institutions have $236M invested in Saba Capital Income & Opportunities Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $231M → $236M (+$4.59M)

0.33% more ownership

Funds ownership: 16.17%16.51% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less funds holding

Funds holding: 110104 (-6)

26% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 34

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
104
Holders Change
-6
Holders Change %
-5.45%
% of All Funds
2.28%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
10
Increased
25
Reduced
34
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$76.7M +$13.1M +1,387,368 +21%
Morgan Stanley
2
Morgan Stanley
New York
$21.1M -$2.57M -272,405 -11%
RVPG
3
Relative Value Partners Group
$18.2M -$33K -3,489 -0.2%
JP Morgan Chase
4
JP Morgan Chase
New York
$14.7M -$597K -63,200 -4%
Invesco
5
Invesco
Georgia
$10.3M -$117K -12,412 -1%
EVM
6
Eaton Vance Management
Massachusetts
$9.75M
ISSM
7
Invesco Senior Secured Management
New York
$9.55M
Bank of America
8
Bank of America
North Carolina
$8.79M -$497K -52,618 -5%
UBS Group
9
UBS Group
Switzerland
$7.14M -$428K -45,301 -6%
NCM
10
Next Capital Management
New York
$6.86M +$1.71K +181 +0%
Baillie Gifford & Co
11
Baillie Gifford & Co
United Kingdom
$3.6M
PPA
12
Parametric Portfolio Associates
Washington
$3.55M +$2.16M +228,717 +155%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$3.07M +$56.7K +6,001 +2%
CRC
14
Curi RMB Capital
Illinois
$2.95M -$686K -72,660 -19%
VCM
15
Vivaldi Capital Management
Illinois
$2.92M +$2.93M +310,486 New
SIA
16
Sit Investment Associates
Minnesota
$2.69M -$300K -31,774 -10%
Wells Fargo
17
Wells Fargo
California
$2.63M -$14.2K -1,508 -0.5%
VEA
18
Virtus ETF Advisers
New York
$2.63M +$343K +36,325 +15%
Stifel Financial
19
Stifel Financial
Missouri
$2.22M +$95.4K +10,099 +4%
OHA
20
Oak Hill Advisors
New York
$2.19M
WCMNY
21
Westchester Capital Management (New York)
New York
$2.15M
VIA
22
Vident Investment Advisory
Georgia
$1.93M +$109K +11,550 +6%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$1.5M -$46.7K -4,948 -3%
CA
24
Cetera Advisors
Colorado
$1.5M +$416 +44 +0%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.1M -$29.9K -3,166 -3%

BRW Hedge Fund Activity: Q3 2019 in Review

104 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Saba Capital Income & Opportunities Fund (BRW) for Q3 2019, worth a combined $236M — up 2% from $231M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BRW and 10 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 25 added.

The largest buyer was Saba Capital Management, adding an estimated $13.1M. The largest seller was Beach Point Capital Management, exiting entirely with an estimated $5.62M sold.

  • 104 institutional investors held Saba Capital Income & Opportunities Fund (BRW) as of Q3 2019, down from 110 in Q2 2019.
  • Funds reported $236M of Saba Capital Income & Opportunities Fund stock for Q3 2019, up 2% quarter-over-quarter.
  • 10 funds opened new Saba Capital Income & Opportunities Fund positions in Q3 2019 and 16 closed out, a net change of -6 holders.
  • The largest Saba Capital Income & Opportunities Fund buyer in Q3 2019 was Saba Capital Management, an estimated $13.1M added.
  • The largest Saba Capital Income & Opportunities Fund seller in Q3 2019 was Beach Point Capital Management, an estimated $5.62M sold.

Based on aggregated 13F filings for Q3 2019.