Saba Capital Income & OpportBRW
13F holders, Q1 2025 (March 31)79holders −4
11new positions
16sold out
2famous investors
$7.75avg. 13F price*
At the end of Q1 2025, 79 institutions reported holding Saba Capital Income & Opport (BRW) in their 13F filings, down 4 from Q4 2024. 11 opened new positions and 16 sold out. The largest holders were NorthCoast Asset Management LLC ($21.4M), Rivernorth Capital Management, LLC ($18.7M) and Morgan Stanley ($5.7M). 2 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Saba Capital Income & Opport
- CUSIP
- 78518H202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $7.5M |
| Exits | 16 | $14.7M |
All 13F filers, Q4 2024 → Q1 2025: 1,834,483 shares bought and 2,852,882 shares sold, net −1,018,399 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| NorthCoast Asset Management LLC | 0.11% | Add +7.8% | 2,757,876 | $21.4M |
| Rivernorth Capital Management, LLC | 0.99% | Reduce -14.3% | 2,404,274 | $18.7M |
| Morgan Stanley | 0.00% | Add +1.4% | 738,428 | $5.7M |
| Invesco Ltd. | 0.00% | Add +15.5% | 614,821 | $4.8M |
| Absolute Investment Advisers, LLC | 0.70% | Reduce -12.6% | 614,217 | $4.8M |
| Invesco Senior Secured Management Inc. | 3.62% | No change | 395,337 | $3.1M |
| LPL Financial LLC | 0.00% | Add +130.7% | 376,329 | $2.9M |
| Ethos Financial Group, LLC | 0.23% | New | 307,253 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Add +97.4% | 241,754 | $1.9M |
| Quarry LP | 0.49% | Reduce -13.3% | 239,596 | $1.9M |
| CSS LLC | 0.35% | Reduce -18.4% | 223,016 | $1.7M |
| Advisors Asset Management, Inc. | 0.03% | New | 221,588 | $1.7M |
| North Ground Capital | 1.68% | New | 220,009 | $1.7M |
| Shaker Financial Services, LLC | 0.58% | Reduce -10.2% | 193,307 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +24.9% | 187,960 | $1.5M |
| Marks Group Wealth Management, Inc | 0.14% | No change | 185,636 | $1.4M |
| Scotia Capital Inc. | 0.01% | Reduce -5.5% | 184,479 | $1.4M |
| Chicago Partners Investment Group LLC | 0.04% | Add +2.5% | 160,327 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +17.3% | 146,371 | $1.1M |
| Bank of America Corp. | 0.00% | Add +15.4% | 125,490 | $974K |
| Oak Hill Advisors LP | 0.18% | Reduce 0.0% | 90,832 | $705K |
| Noble Wealth Management PBC | 0.48% | Add +1537.4% | 90,059 | $699K |
| Raymond James Financial Inc. | 0.00% | Reduce -0.3% | 84,750 | $658K |
| Stifel Financial Corp. | 0.00% | Reduce -21.1% | 74,831 | $581K |
| Bulldog Investors, LLP | 0.15% | Reduce -64.6% | 73,191 | $568K |
| Adalta Capital Management LLC | 0.29% | Add +20.1% | 70,300 | $546K |
| Landscape Capital Management, L.L.C. | 0.05% | Reduce -22.3% | 69,467 | $539K |
| Millennium Management | 0.00% | New | 67,035 | $520K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.5% | 65,274 | $507K |
| Wedbush Securities Inc. | 0.02% | Add +2.3% | 64,369 | $500K |
| Peak Financial Advisors LLC | 0.25% | Add +1.8% | 62,300 | $483K |
| Cetera Investment Advisers | 0.00% | Add +48.3% | 59,642 | $463K |
| Envestnet Asset Management Inc. | 0.00% | New | 48,231 | $374K |
| Cerity Partners LLC | 0.00% | New | 46,037 | $357K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -15.6% | 45,820 | $356K |
| Westchester Capital Management, LLC | 0.02% | No change | 44,689 | $347K |
| PNC Financial Services Group, Inc. | 0.00% | Add +194.9% | 42,890 | $333K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.9% | 39,649 | $308K |
| Modern Wealth Management, LLC | 0.01% | Add +22.9% | 30,725 | $238K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.3% | 28,728 | $223K |
| Walleye Capital LLC | 0.00% | Reduce -15.3% | 23,983 | $186K |
| Gridiron Partners, LLC | 0.11% | No change | 22,580 | $175K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +3.1% | 18,772 | $146K |
| Readystate Asset Management LP | 0.01% | Reduce -72.2% | 18,453 | $143K |
| M&T Bank Corp | 0.00% | New | 18,000 | $140K |
| M Wealth Management, LLC | 0.12% | New | 17,250 | $134K |
| UBS Group AG | 0.00% | Reduce -74.7% | 16,224 | $126K |
| JPMorgan Chase & Co. | 0.00% | No change | 16,008 | $124K |
| Comerica Bank | 0.00% | No change | 15,471 | $120K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 14,984 | $116K |
| Corient Private Wealth LP | 0.00% | Reduce -2.3% | 14,342 | $111K |
| Susquehanna International Group, LLP | 0.00% | No change | 13,860 | $108K |
| Captrust Financial Advisors | 0.00% | Add +3.3% | 13,756 | $107K |
| Sage Capital Management, LLC | 0.06% | No change | 13,500 | $105K |
| HRT Financial LP | 0.00% | New | 13,208 | $102K |
| Abacus Planning Group, Inc. | 0.02% | No change | 12,547 | $97K |
| Wells Fargo & Company | 0.00% | No change | 12,483 | $97K |
| MAI Capital Management | 0.00% | Reduce -1.1% | 11,575 | $90K |
| Grove Street Fiduciary, LLC | 0.05% | No change | 11,532 | $89K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -27.2% | 10,998 | $85K |
| Capital Investment Advisors, LLC | 0.00% | No change | 10,965 | $85K |
| Royal Bank of Canada | 0.00% | Reduce -11.8% | 10,891 | $84K |
| GAMCO Investors | 0.00% | Add +5.0% | 10,500 | $81K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.2% | 10,484 | $81K |
| Creative Financial Designs Inc. | 0.01% | Reduce -4.0% | 10,349 | $80K |
| Parallel Advisors, LLC | 0.00% | Reduce -76.7% | 6,834 | $53K |
| Winmill & Co. Inc. | 0.01% | No change | 3,600 | $28K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,000 | $23K |
| Eastern Bank | 0.00% | No change | 2,200 | $17K |
| Wealth Preservation Advisors, LLC | 0.01% | — | 2,000 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 1,622 | $13K |
| Consultiva Wealth Management, Corp. | 0.04% | New | 1,350 | $10K |
| North Capital, Inc. | 0.01% | — | 1,269 | $10K |
| Spire Wealth Management | 0.00% | No change | 1,000 | $8K |
| Kentucky Trust Co | 0.00% | No change | 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 |
| Stonebridge Financial Group, LLC | 0.00% | No change | 1 | $9 |
"% of holder's portfolio" is BRW's weight in each manager's 13F, not the share of Saba Capital Income & Opport the manager owns.