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SABA

Saba Capital Income & Opportunities Fund II

83 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 13 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

13% more capital invested

Capital invested by funds: $116M → $131M (+$14.9M)

6% more funds holding

Funds holding: 7883 (+5)

2.86% more ownership

Funds ownership: 48.23%51.09% (+2.9%)

Holders
83
Holders Change
+5
Holders Change %
+6.41%
% 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
13
Increased
24
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AW
26
Avion Wealth
Texas
$336K
HCA
27
Harbour Capital Advisors
Virginia
$324K -$3.51K -402 -1%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$299K +$5.87K +673 +2%
UBS Group
29
UBS Group
Switzerland
$290K -$21.7K -2,481 -7%
ECM
30
Evergreen Capital Management
Washington
$286K -$436 -50 -0.2%
HighTower Advisors
31
HighTower Advisors
Illinois
$282K -$35.2K -4,038 -11%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$262K +$252K +28,899 New
Osaic Holdings
33
Osaic Holdings
Arizona
$258K +$98.2K +11,256 +65%
JFG
34
Jefferies Financial Group
New York
$227K +$218K +25,000 New
LPL Financial
35
LPL Financial
California
$224K +$1.66K +190 +0.8%
MWM
36
Melfa Wealth Management
Massachusetts
$219K
KPF
37
K2 Principal Fund
Ontario, Canada
$208K +$26.2K +3,000 +15%
NFG
38
Nations Financial Group
Iowa
$187K -$8.73K -1,000 -5%
RPA
39
Rock Point Advisors
Vermont
$186K
PP
40
Patron Partners
Texas
$168K
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$166K -$6.7K -767 -4%
GHAM
42
Gilman Hill Asset Management
Connecticut
$159K +$65.5K +7,500 +75%
NWMP
43
Noble Wealth Management PBC
Colorado
$151K +$145K +16,650 New
SPIA
44
Steward Partners Investment Advisory
New York
$135K
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$131K +$126K +14,490 New
SRC
46
Shufro Rose & Co
New York
$122K +$118K +13,500 New
UPS
47
UHLMANN PRICE SECURITIES
Illinois
$119K +$115K +13,149 New
HWM
48
HB Wealth Management
Georgia
$113K
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$104K +$5.64K +646 +6%
TFF
50
The Family Firm
Maryland
$99.8K +$1.87K +214 +2%