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 %
HI
51
Harbour Investments
Wisconsin
$97.9K 10,808 +102 +1%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$89K 9,931 -4,239 -30%
CA
53
Clearstead Advisors
Ohio
$44.5K 4,917 – –
AF
54
Allworth Financial
California
$44.1K 4,882 – –
NSIM
55
North Star Investment Management
Illinois
$37.1K 4,092 +34 +0.8%
JFA
56
JNBA Financial Advisors
Minnesota
$31.6K 3,487 – –
Bank of America
57
Bank of America
North Carolina
$25.2K 2,780 +205 +8%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$19K 2,137 -790 -27%
NCM
59
Northwest Capital Management
Oregon
$17K 1,880 – –
FFO
60
Fortitude Family Office
Arizona
$15.9K 1,750 – –
IRC
61
Investors Research Corp
Georgia
$12.1K 1,335 – –
FFWM
62
Future Financial Wealth Management
Ohio
$10.2K 1,130 – –
CA
63
CoreCap Advisors
Michigan
$9.51K 1,050 – –
IA
64
IFP Advisors
Florida
$9.06K 1,000 – –
Bessemer Group
65
Bessemer Group
New Jersey
$9K 948 +4 +0.4%
GJIA
66
Glass Jacobson Investment Advisors
Maryland
$7.7K 850 – –
SWM
67
Sugarloaf Wealth Management
Georgia
$7K 773 – –
WA
68
WPG Advisers
Maryland
$5.85K 646 +646 New
CAS
69
Coppell Advisory Solutions
Texas
$5.37K 600 – –
SIS
70
Sound Income Strategies
Florida
$4.53K 500 – –
GWM
71
Geneos Wealth Management
Colorado
$3.61K 398 -64 -14%
SWA
72
SOA Wealth Advisors
New York
$2.95K 325 – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$2.95K 325 – –
SSB
74
Sandy Spring Bank
Maryland
$2.72K 300 -50 -14%
GC
75
Gould Capital
Washington
$2.72K 300 – –
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3
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