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BRW

Saba Capital Income & Opportunities Fund

64 hedge funds and large institutions have $149M invested in Saba Capital Income & Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

28.26% more ownership

Funds ownership: 15.22%43.48% (+28%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

11% less capital invested

Capital invested by funds: $167M → $149M (-$17.9M)

15% less funds holding

Funds holding: 7564 (-11)

36% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 28

48% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 21

Holders
64
Holders Change
-11
Holders Change %
-14.67%
% of All Funds
1.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
18
Reduced
28
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$36.2M -$3.68M -440,276 -9%
RCM
2
Rivernorth Capital Management
Florida
$26.1M +$2.05M +245,041 +8%
RVPG
3
Relative Value Partners Group
$18.3M -$273K -32,666 -1%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$8.65M +$1.18M +141,363 +15%
Morgan Stanley
5
Morgan Stanley
New York
$7.95M -$156K -18,637 -2%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$5.52M -$111K -13,257 -2%
BI
7
Bulldog Investors
New Jersey
$5.1M +$1.23M +147,091 +30%
Invesco
8
Invesco
Georgia
$5.09M -$3.53K -422 -0.1%
COLIM
9
City of London Investment Management
United Kingdom
$4.74M -$1.98M -235,996 -29%
CCP
10
Clough Capital Partners
Massachusetts
$3.72M +$115K +13,715 +3%
CL
11
CSS LLC
Illinois
$3.4M +$379K +45,262 +12%
ISSM
12
Invesco Senior Secured Management
New York
$3.17M
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.96M +$224K +26,770 +8%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.35M +$2.43M +290,494 +10,345%
NCM
15
Next Capital Management
New York
$2.26M -$23.3K -2,789 -1%
Bank of America
16
Bank of America
North Carolina
$1.31M -$619K -74,004 -31%
PAS
17
Park Avenue Securities
New York
$990K +$8.11K +969 +0.8%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$907K +$945K +112,960 New
OHA
19
Oak Hill Advisors
New York
$729K -$8 -1 -0%
SC
20
Scotia Capital
Ontario, Canada
$594K +$217K +25,891 +54%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$548K +$837 +100 +0.1%
Goldman Sachs
22
Goldman Sachs
New York
$524K +$211K +25,267 +63%
UBS Group
23
UBS Group
Switzerland
$502K -$5.66K -676 -1%
Wells Fargo
24
Wells Fargo
California
$477K +$17.8K +2,125 +4%
RCM
25
Robinson Capital Management
Michigan
$466K +$491K +58,619 New

BRW Hedge Fund Activity: Q2 2022 in Review

64 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Saba Capital Income & Opportunities Fund (BRW) for Q2 2022, worth a combined $149M — down 11% from $167M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of BRW and 11 opened new positions — a net loss of 10 holders — while 28 trimmed existing stakes and 18 added.

The largest buyer was Osaic Holdings, adding an estimated $2.43M. The largest seller was Saba Capital Management, cutting an estimated $3.68M.

  • 64 institutional investors held Saba Capital Income & Opportunities Fund (BRW) as of Q2 2022, down from 75 in Q1 2022.
  • Funds reported $149M of Saba Capital Income & Opportunities Fund stock for Q2 2022, down 11% quarter-over-quarter.
  • 11 funds opened new Saba Capital Income & Opportunities Fund positions in Q2 2022 and 21 closed out, a net change of -10 holders.
  • The largest Saba Capital Income & Opportunities Fund buyer in Q2 2022 was Osaic Holdings, an estimated $2.43M added.
  • The largest Saba Capital Income & Opportunities Fund seller in Q2 2022 was Saba Capital Management, an estimated $3.68M sold.

Based on aggregated 13F filings for Q2 2022.