SABA

Saba Capital Income & Opportunities Fund II
SABA

Overview Fund Activity

99 hedge funds and large institutions have $93.6M invested in Saba Capital Income & Opportunities Fund II in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 26 closing their positions.

Holders
99
Holders Change
-10
Holders Change %
-9.17%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
25
Reduced
31
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$20.4M
2
LCWP
2
Legacy Capital Wealth Partners
Arkansas
$2.14M
3
HC
3
Hara Capital
Washington
$2.12M
4
Morgan Stanley
4
Morgan Stanley
New York
$7.53M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.71M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$26.4M
2
Franklin Resources
2
Franklin Resources
California
$6.08M
3
TFF
3
The Family Firm
Maryland
$984K
4
IA
4
Icon Advisers
Colorado
$3.76M
5
Wells Fargo
5
Wells Fargo
California
$1.61M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$75.2K 19,696 -1,248 -6%
AWS
52
Atria Wealth Solutions
New York
$72.4K 18,942 -10,461 -36%
WFAG
53
Wescott Financial Advisory Group
Pennsylvania
$68.2K 17,864 +1 +0%
RL
54
RPO LLC
Connecticut
$64K 16,747 +16,747 New
SWA
55
Sightline Wealth Advisors
Connecticut
$62.1K 16,254 +482 +3%
MC
56
Moors & Cabot
Massachusetts
$61.5K 16,107 -30,000 -65%
Comerica Bank
57
Comerica Bank
Texas
$57.5K 15,048 +1,930 +15%
Truist Financial
58
Truist Financial
North Carolina
$57.3K 15,000 – –
KFA
59
Kelleher Financial Advisors
New York
$55.8K 14,603 +14,603 New
HL
60
HeadInvest LLC
Maine
$54.2K 14,200 – –
SI
61
Stephens Inc
Arkansas
$54.1K 14,149 -20,887 -60%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$51K 13,448 -62,874 -82%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$51K 13,376 +801 +6%
Verition Fund Management
64
Verition Fund Management
Connecticut
$49.7K 13,000 +13,000 New
DIS
65
Diversified Investment Strategies
Louisiana
$47.4K 12,405 – –
IP
66
Ignite Planners
California
$43.5K 11,382 -8,086 -42%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$42K 11,003 – –
SEM
68
Suncoast Equity Management
Florida
$40.2K 10,521 +235 +2%
CCFM
69
Clear Creek Financial Management
Washington
$39.2K 10,250 +10,250 New
AF
70
Allworth Financial
California
$37.3K 9,764 – –
JFA
71
JNBA Financial Advisors
Minnesota
$34.6K 9,046 – –
NSIM
72
North Star Investment Management
Illinois
$30.6K 7,999 +74 +0.9%
FFO
73
Fortitude Family Office
Arizona
$22.9K 6,000 – –
AA
74
Addison Advisors
Vermont
$16.7K 4,381 – –
Bank of America
75
Bank of America
North Carolina
$14.7K 3,850 +400 +12%
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