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 %
NCM
76
Northwest Capital Management
Oregon
$14.4K 3,760 – –
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$14K 3,760 – –
IRC
78
Investors Research Corp
Georgia
$10.2K 2,671 – –
FFWM
79
Future Financial Wealth Management
Ohio
$8.63K 2,260 +2,260 New
PWMG
80
Prestige Wealth Management Group
New Jersey
$7.64K 2,000 – –
IA
81
IFP Advisors
Florida
$7.64K 2,000 – –
GJIA
82
Glass Jacobson Investment Advisors
Maryland
$6.49K 1,700 – –
SWM
83
Sugarloaf Wealth Management
Georgia
$5.91K 1,546 – –
DJSG
84
D.J. St. Germain
Massachusetts
$5.44K 1,425 – –
HCM
85
Highlander Capital Management
New Jersey
$5.35K 1,400 – –
BCMLT
86
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.58K 1,200 +1,200 New
SIS
87
Sound Income Strategies
Florida
$3.82K 1,000 – –
SSB
88
Sandy Spring Bank
Maryland
$2.67K 700 – –
SWA
89
SOA Wealth Advisors
New York
$2.48K 650 – –
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$2.48K 650 – –
SWM
91
Spire Wealth Management
Virginia
$2.37K 620 -4,288 -87%
GC
92
Gould Capital
Washington
$2.29K 600 – –
HGERS
93
Householder Group Estate & Retirement Specialist
Arizona
$1.73K 453 +21 +5%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$695 182 +182 New
S
95
SignatureFD
Georgia
$500 131 – –
GJWM
96
Gilliland Jeter Wealth Management
Arkansas
$435 114 +114 New
WC
97
Winmill & Co
New York
$130 34 – –
TRCT
98
Tower Research Capital (TRC)
New York
$88 23 -1,000 -98%
LFG
99
Larson Financial Group
Missouri
$38 10 – –
EC
100
Elequin Capital
New York
– – -106,426 Closed
2 3
4
5 6