Saba Capital Income & OpportBRW

13F holders, Q4 2024 (December 31)
83holders +13
15new positions
5sold out
1famous investor
$7.62avg. 13F price*

At the end of Q4 2024, 83 institutions reported holding Saba Capital Income & Opport (BRW) in their 13F filings, up 13 from Q3 2024. 15 opened new positions and 5 sold out. The largest holders were Rivernorth Capital Management, LLC ($21.4M), NorthCoast Asset Management LLC ($19.5M) and Penserra Capital Management LLC ($9.6M). One famous investor held it Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
Saba Capital Income & Opport
CUSIP
78518H202
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 71Q1 2024Q2 2024: 72Q2 2024Q3 2024: 70Q3 2024Q4 2024: 83Q4 2024Q1 2025: 79Q1 2025Q2 2025: 80Q2 2025Q3 2025: 93Q3 2025Q4 2025: 102Q4 2025Q1 2026: 93Q1 2026Q2 2026: 95Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions15$9.5M
Exits5$4.4M

All 13F filers, Q3 2024 → Q4 2024: 1,815,537 shares bought and 1,739,740 shares sold, net +75,797 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 83 holders

Rivernorth Capital Management, LLC 1.03% Reduce -8.3% 2,807,109 $21.4M
NorthCoast Asset Management LLC 0.10% Add +3.5% 2,558,183 $19.5M
Penserra Capital Management LLC 0.18% Add +4.2% 1,257,178 $9.6M
Morgan Stanley 0.00% Reduce -9.7% 727,966 $5.5M
Absolute Investment Advisers, LLC 0.69% New 702,688 $5.4M
Invesco Ltd. 0.00% Reduce -5.8% 532,373 $4.1M
Invesco Senior Secured Management Inc. 2.89% No change 395,337 $3.0M
Saba Capital Management, L.P. 0.06% Reduce -53.3% 333,902 $2.5M
Quarry LP 0.43% New 276,301 $2.1M
CSS LLC 0.39% Reduce -2.5% 273,279 $2.1M
Shaker Financial Services, LLC 0.63% Add +129.9% 215,330 $1.6M
Bulldog Investors, LLP 0.41% Reduce -14.3% 206,789 $1.6M
Scotia Capital Inc. 0.01% Reduce -11.8% 195,163 $1.5M
Marks Group Wealth Management, Inc 0.14% No change 185,636 $1.4M
LPL Financial LLC 0.00% Add +14.7% 163,130 $1.2M
Chicago Partners Investment Group LLC 0.04% Add +3.2% 156,451 $1.2M
J.W. Cole Advisors, Inc. 0.05% Add +61.0% 150,479 $1.1M
Baird Financial Group, Inc. 0.00% Reduce -32.2% 124,815 $951K
NewEdge Advisors, LLC 0.01% Add +318.0% 122,495 $933K
Next Capital Management LLC 0.35% Reduce -29.1% 110,322 $841K
Bank of America Corp. 0.00% Add +11.7% 108,725 $828K
Stifel Financial Corp. 0.00% Add +172.7% 94,831 $723K
Oak Hill Advisors LP 0.15% Add +0.0% 90,833 $692K
Landscape Capital Management, L.L.C. 0.07% Reduce -42.3% 89,433 $681K
Raymond James Financial Inc. 0.00% — 84,971 $647K
Readystate Asset Management LP 0.04% New 66,477 $507K
Goldman Sachs Group Inc. 0.00% Add +1.5% 66,274 $505K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% New 64,060 $488K
UBS Group AG 0.00% Add +104.4% 64,001 $488K
Wedbush Securities Inc. 0.02% Add +2.3% 62,954 $480K
Peak Financial Advisors LLC 0.24% Add +0.1% 61,179 $466K
Adalta Capital Management LLC 0.23% Reduce -13.6% 58,535 $446K
SeaCrest Wealth Management, LLC 0.04% Add +11.9% 54,265 $413K
Westchester Capital Management, LLC 0.02% No change 44,689 $341K
HighTower Advisors, LLC 0.00% Reduce -20.9% 43,877 $334K
Osaic Holdings, Inc. 0.00% Add +3.4% 42,138 $321K
Cetera Investment Advisers 0.00% Reduce -8.2% 40,217 $306K
Parallel Advisors, LLC 0.01% Reduce -23.1% 29,349 $224K
Wilmington Savings Fund Society, FSB 0.00% No change 28,380 $216K
Walleye Capital LLC 0.00% New 28,327 $216K
Commonwealth Equity Services, LLC 0.00% Reduce -6.3% 27,807 $212K
Modern Wealth Management, LLC 0.01% New 25,000 $191K
Jefferies Financial Group Inc. 0.00% New 25,000 $191K
Gridiron Partners, LLC 0.11% No change 22,580 $172K
XTX Topco Ltd 0.01% New 18,466 $141K
Kestra Private Wealth Services, LLC 0.00% Add +3.2% 18,207 $139K
Marex Group Ltd 0.00% Reduce -88.9% 16,472 $126K
JPMorgan Chase & Co. 0.00% No change 16,008 $122K
Comerica Bank 0.00% No change 15,471 $118K
B. Riley Wealth Advisors, Inc. 0.00% Reduce -20.9% 15,098 $115K
Corient Private Wealth LP 0.00% Reduce -4.2% 14,674 $112K
PNC Financial Services Group, Inc. 0.00% New 14,542 $111K
Susquehanna International Group, LLP 0.00% No change 13,860 $106K
Sage Capital Management, LLC 0.05% Reduce -3.0% 13,500 $103K
Captrust Financial Advisors 0.00% New 13,321 $102K
AQR Arbitrage LLC 0.00% New 12,798 $98K
Abacus Planning Group, Inc. 0.02% No change 12,547 $96K
Wells Fargo & Company 0.00% Add +1248200.0% 12,483 $95K
Royal Bank of Canada 0.00% Reduce -2.7% 12,344 $94K
MAI Capital Management 0.00% Add +0.4% 11,706 $89K
Grove Street Fiduciary, LLC 0.05% — 11,532 $88K
Capital Investment Advisors, LLC 0.00% Reduce -3.8% 10,965 $84K
Creative Financial Designs Inc. 0.01% Add +11.1% 10,775 $82K
Kestra Advisory Services, LLC 0.00% Reduce -8.7% 10,464 $80K
Apollon Wealth Management, LLC 0.00% Reduce -24.0% 10,127 $77K
GAMCO Investors 0.00% No change 10,000 $76K
Noble Wealth Management PBC 0.03% — 5,500 $42K
Winmill & Co. Inc. 0.01% No change 3,600 $27K
Clearstead Advisors, LLC 0.00% No change 3,000 $23K
Raleigh Capital Management Inc. 0.01% No change 2,400 $18K
Elequin Capital, LP 0.00% New 2,220 $17K
Eastern Bank 0.00% New 2,200 $17K
Capital Advisors, Ltd. LLC 0.00% No change 1,622 $12K
Bessemer Group Inc. 0.00% Add +0.6% 1,422 $11K
Spire Wealth Management 0.00% New 1,000 $8K
Kentucky Trust Co 0.00% — 500 $4K
Bellevue Asset Management, LLC 0.00% No change 420 $3K
Steward Partners Investment Advisory, LLC 0.00% No change 400 $3K
Investors Research Corp 0.00% No change 387 $3K
BlackRock, Inc. 0.00% New 300 $2K
Global Retirement Partners, LLC 0.00% No change 187 $1K
North Star Investment Management Corp. 0.00% No change 155 $1K
Stonebridge Financial Group, LLC 0.00% — 1 $8

"% of holder's portfolio" is BRW's weight in each manager's 13F, not the share of Saba Capital Income & Opport the manager owns.