Who Owns Saba Capital Income & Opportunities Fund SBI Stock?
NYSE: BRWFinanceTrusts Except Educational Religious and CharitableUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 43.78%
- Held by insiders
- 0.00%
- Institutional holders
- 106
- Institutions 43.8%
- Insiders 0.0%
- Public and other 56.2%
Who owns Saba Capital Income & Opportunities Fund SBI stock?
Institutional investors own about 43.8% of Saba Capital Income & Opportunities Fund SBI's shares, spread across 106 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 0.00% of BRW.
The largest institutional holders are Focus Partners Wealth (5.39%), Toronto Dominion Bank (4.48%) and RiverNorth Capital Management, LLC (3.66%). Together, the top 10 institutions control 27.7% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their BRW positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of BRW
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Focus Partners Wealth | 2.75M | 5.39% | -7.3% |
| Toronto Dominion Bank | 2.28M | 4.48% | 0.0% |
| RiverNorth Capital Management, LLC | 1.86M | 3.66% | -7.1% |
| Herzfeld (Thomas J.) Advisors, Inc | 1.54M | 3.04% | +9.0% |
| Penserra Capital Management LLC | 1.51M | 2.96% | +3.5% |
| Envestnet Asset Management Inc. | 1.08M | 2.11% | +21.4% |
| Blue Bell Private Wealth Management, LLC | 829.86K | 1.63% | +3.5% |
| Flax Pond Capital, LLC | 811.57K | 1.59% | +100.0% |
| Invesco Ltd. | 740.13K | 1.45% | -6.7% |
| CSS LLC | 686.48K | 1.35% | -3.1% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of BRW
| Fund | Shares | % Held |
|---|---|---|
| Amplify ETF Trust-Amplify CEF High Income ETF | 1.51M | 2.96% |
| Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF | 727.86K | 1.43% |
| RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc | 601.12K | 1.18% |
| RIVERNORTH/DOUBLELINE STRATEGIC OPPORTUNITY Fd. INC.-Rivernorth/Double | 161.87K | 0.32% |
| Herzfeld Caribbean Basin Fund, Inc.-Herzfeld Credit Income Fund Inc | 154.50K | 0.30% |
| Elevation Series Trust-RiverNorth Active Income ETF | 60.22K | 0.12% |
| RIVERNORTH FUNDS-RiverNorth/Oaktree High Income Fund | 59.88K | 0.12% |
| INVESTMENT MANAGERS SERIES TRUST-Robinson Opportunistic Income Fund | 16.05K | 0.03% |
| Rydex Variable Trust-Multi-Hedge Strategies Fund | 440 | 0.00% |
| Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund | 155 | 0.00% |
Frequently asked questions
Who is the largest shareholder of Saba Capital Income & Opportunities Fund SBI?
Focus Partners Wealth is the largest institutional shareholder of BRW, owning 5.39% of shares outstanding (2.75M shares) as of its latest 13F filing.
What percentage of Saba Capital Income & Opportunities Fund SBI is owned by institutions?
Institutions own about 43.8% of BRW shares and 43.8% of the public float.
How much of Saba Capital Income & Opportunities Fund SBI do insiders own?
Insiders, such as officers and directors, own about 0.00% of BRW shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.