SABA

Saba Capital Income & Opportunities Fund II
SABA

Overview Fund Activity

82 hedge funds and large institutions have $131M invested in Saba Capital Income & Opportunities Fund II in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
12
Increased
24
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$13M
2
Wells Fargo
2
Wells Fargo
California
$6.49M
3
HC
3
Hara Capital
Washington
$5.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.33M
5
CMMS
5
Comprehensive Money Management Services
Florida
$1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.18M
2
RCM
2
Rivernorth Capital Management
Florida
$24.1M
3
SCM
3
Saba Capital Management
New York
$28.6M
4
PIWA
4
Prevail Innovative Wealth Advisors
Kansas
$0
5
TI
5
Tidal Investments
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AW
26
Avion Wealth
Texas
$336K 37,091 – –
HCA
27
Harbour Capital Advisors
Virginia
$324K 35,294 -402 -1%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$299K 33,040 +673 +2%
UBS Group
29
UBS Group
Switzerland
$290K 32,020 -2,481 -7%
ECM
30
Evergreen Capital Management
Washington
$286K 31,542 -50 -0.2%
HighTower Advisors
31
HighTower Advisors
Illinois
$282K 31,156 -4,038 -11%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$262K 28,899 +28,899 New
Osaic Holdings
33
Osaic Holdings
Arizona
$258K 28,459 +11,256 +65%
JFG
34
Jefferies Financial Group
New York
$227K 25,000 +25,000 New
LPL Financial
35
LPL Financial
California
$224K 24,767 +190 +0.8%
MWM
36
Melfa Wealth Management
Massachusetts
$219K 24,125 – –
KPF
37
K2 Principal Fund
Ontario, Canada
$208K 23,000 +3,000 +15%
NFG
38
Nations Financial Group
Iowa
$187K 20,610 -1,000 -5%
RPA
39
Rock Point Advisors
Vermont
$186K 20,488 – –
PP
40
Patron Partners
Texas
$168K 18,490 – –
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$166K 18,338 -767 -4%
GHAM
42
Gilman Hill Asset Management
Connecticut
$159K 17,500 +7,500 +75%
NWMP
43
Noble Wealth Management PBC
Colorado
$151K 16,650 +16,650 New
SPIA
44
Steward Partners Investment Advisory
New York
$135K 14,876 – –
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$131K 14,490 +14,490 New
SRC
46
Shufro Rose & Co
New York
$122K 13,500 +13,500 New
UPS
47
UHLMANN PRICE SECURITIES
Illinois
$119K 13,149 +13,149 New
HWM
48
HB Wealth Management
Georgia
$113K 12,500 – –
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$104K 11,524 +646 +6%
TFF
50
The Family Firm
Maryland
$99.8K 11,018 +214 +2%
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