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BRW

Saba Capital Income & Opportunities Fund

75 hedge funds and large institutions have $167M invested in Saba Capital Income & Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.94% less ownership

Funds ownership: 16.16%15.22% (-0.94%)

6% less capital invested

Capital invested by funds: $177M → $167M (-$10.3M)

16% less funds holding

Funds holding: 8975 (-14)

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

65% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 20

Holders
75
Holders Change
-14
Holders Change %
-15.73%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
19
Reduced
24
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$44.7M -$1.81M -202,456 -4%
RCM
2
Rivernorth Capital Management
Florida
$27.2M -$9.52M -1,062,990 -26%
RVPG
3
Relative Value Partners Group
$19.8M -$65.9K -7,354 -0.3%
Morgan Stanley
4
Morgan Stanley
New York
$9.12M +$1.17M +130,329 +15%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$8.46M +$3.65M +407,972 +77%
COLIM
6
City of London Investment Management
United Kingdom
$7.44M -$3.42M -381,800 -32%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$6.33M +$1.43M +159,590 +30%
Invesco
8
Invesco
Georgia
$5.74M +$5.69M +634,928 New
BI
9
Bulldog Investors
New Jersey
$4.41M +$1.37M +153,043 +46%
CCP
10
Clough Capital Partners
Massachusetts
$4.07M +$1.53M +170,971 +61%
ISSM
11
Invesco Senior Secured Management
New York
$3.57M
CL
12
CSS LLC
Illinois
$3.42M -$17.9K -2,000 -0.5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.09M +$916K +102,225 +43%
NCM
14
Next Capital Management
New York
$2.58M +$529K +58,999 +26%
Bank of America
15
Bank of America
North Carolina
$2.14M -$708K -79,054 -25%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.55M -$165K -18,444 -10%
PAS
17
Park Avenue Securities
New York
$1.1M +$50.6K +5,649 +5%
SIA
18
Sit Investment Associates
Minnesota
$825K -$5.31M -592,782 -87%
OHA
19
Oak Hill Advisors
New York
$821K
PPA
20
Parametric Portfolio Associates
Washington
$744K +$738K +82,354 New
WCMNY
21
Westchester Capital Management (New York)
New York
$632K +$498K +55,570 +386%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$616K +$6.44K +719 +1%
UBS Group
23
UBS Group
Switzerland
$572K -$48.3K -5,394 -8%
Wells Fargo
24
Wells Fargo
California
$518K -$12.5K -1,390 -2%
PHS
25
Pekin Hardy Strauss
Illinois
$503K -$6.72K -750 -1%

BRW Hedge Fund Activity: Q1 2022 in Review

75 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Saba Capital Income & Opportunities Fund (BRW) for Q1 2022, worth a combined $167M — down 5.8% from $177M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BRW and 7 opened new positions — a net loss of 13 holders — while 24 trimmed existing stakes and 19 added.

The largest buyer was Invesco, opening a new position worth an estimated $5.69M. The largest seller was Rivernorth Capital Management, cutting an estimated $9.52M.

  • 75 institutional investors held Saba Capital Income & Opportunities Fund (BRW) as of Q1 2022, down from 89 in Q4 2021.
  • Funds reported $167M of Saba Capital Income & Opportunities Fund stock for Q1 2022, down 5.8% quarter-over-quarter.
  • 7 funds opened new Saba Capital Income & Opportunities Fund positions in Q1 2022 and 20 closed out, a net change of -13 holders.
  • The largest Saba Capital Income & Opportunities Fund buyer in Q1 2022 was Invesco, an estimated $5.69M added.
  • The largest Saba Capital Income & Opportunities Fund seller in Q1 2022 was Rivernorth Capital Management, an estimated $9.52M sold.

Based on aggregated 13F filings for Q1 2022.