BRW

Saba Capital Income & Opportunities Fund
BRW

Overview Fund Activity

83 hedge funds and large institutions have $102M invested in Saba Capital Income & Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+14
Holders Change %
+20.29%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
21
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
Absolute Investment Advisers
Florida
+$5.35M
2
QL
Quarry LP
New York
+$2.11M
3
SFS
Shaker Financial Services
Virginia
+$927K
4
NA
NewEdge Advisors
Louisiana
+$710K
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$661K

Top Sellers

1
SCM
Saba Capital Management
New York
-$2.91M
2
GA
GraniteShares Advisors
New York
-$2.21M
3
RCM
Rivernorth Capital Management
Florida
-$1.93M
4
Morgan Stanley
Morgan Stanley
New York
-$599K
5
AGM
Alpine Global Management
New York
-$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$21.4M -$1.93M -253,588 -8%
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$19.5M +$661K +86,736 +4%
PCM
3
Penserra Capital Management
California
$9.58M +$385K +50,508 +4%
Morgan Stanley
4
Morgan Stanley
New York
$5.55M -$599K -78,583 -10%
AIA
5
Absolute Investment Advisers
Florida
$5.35M +$5.35M +702,688 New
Invesco
6
Invesco
Georgia
$4.06M -$247K -32,452 -6%
ISSM
7
Invesco Senior Secured Management
New York
$3.01M – – –
SCM
8
Saba Capital Management
New York
$2.54M -$2.91M -381,520 -53%
QL
9
Quarry LP
New York
$2.11M +$2.11M +276,301 New
CL
10
CSS LLC
Illinois
$2.08M -$53.1K -6,964 -2%
SFS
11
Shaker Financial Services
Virginia
$1.64M +$927K +121,673 +130%
BI
12
Bulldog Investors
New Jersey
$1.58M -$264K -34,612 -14%
AGM
13
Alpine Global Management
New York
$1.52M -$572K -75,000 -27%
SC
14
Scotia Capital
Ontario, Canada
$1.49M -$199K -26,123 -12%
MGWM
15
Marks Group Wealth Management
Minnesota
$1.41M – – –
LPL Financial
16
LPL Financial
California
$1.24M +$159K +20,924 +15%
CPIG
17
Chicago Partners Investment Group
Illinois
$1.23M +$38.3K +4,894 +3%
JWCA
18
J.W. Cole Advisors
Florida
$1.15M +$435K +57,039 +61%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$951K -$453K -59,397 -32%
NA
20
NewEdge Advisors
Louisiana
$933K +$710K +93,191 +318%
NCM
21
Next Capital Management
New York
$841K -$345K -45,294 -29%
Bank of America
22
Bank of America
North Carolina
$828K +$86.7K +11,377 +12%
Stifel Financial
23
Stifel Financial
Missouri
$723K +$458K +60,057 +173%
OHA
24
Oak Hill Advisors
New York
$692K +$8 +1 +0%
LCM
25
Landscape Capital Management
New Jersey
$681K -$499K -65,551 -42%
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