SABA CAPITAL INCOME & OPPORT (BRW) Institutional Ownership Changes & 13F Activity
SABA CAPITAL INCOME & OPPORT (BRW). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Quarry Lp, Focus Partners Wealth, Rivernorth Capital Management, Llc, and Landscape Capital Management, L.L.C..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Invesco Ltd. | Buy | +740,127 | — | 740,127 | $4.86M | Q2 2026 | Aug 14, 2026 |
| Quarry Lp | Sell | -435,104 | -94.8% | 23,773 | $156.19K | Q2 2026 | Aug 14, 2026 |
| Rivernorth Capital Management, Llc | Sell | -142,192 | -7.1% | 1,861,414 | $12.23M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +35,040 | — | 35,040 | $230.21K | Q2 2026 | Aug 14, 2026 |
| Nomura Holdings Inc | Buy | +24,980 | — | 24,980 | $164.12K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +23,064 | +11.6% | 222,050 | $1.46M | Q2 2026 | Aug 14, 2026 |
| Css Llc/Il | Sell | -21,758 | -3.1% | 686,484 | $4.51M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -20,343 | -18.0% | 92,798 | $609.68K | Q2 2026 | Aug 14, 2026 |
| Alpine Global Management, Llc | Sell | -10,221 | -37.8% | 16,800 | $110.38K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -7,759 | -10.9% | 63,655 | $418.21K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -7,750 | -100.0% | 1 | $6.00 | Q2 2026 | Aug 14, 2026 |
| Adalta Capital Management Llc | Buy | +7,367 | +3.1% | 248,039 | $1.63M | Q2 2026 | Aug 14, 2026 |
| Svrn Asset Management, Llc | Sell | -7,008 | -3.9% | 171,487 | $1.13M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +6,180 | +3.1% | 207,457 | $1.36M | Q2 2026 | Aug 14, 2026 |
| Marex Group Plc | Sell | -6,000 | -20.0% | 24,000 | $157.68K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +1,920 | — | 1,920 | $12.61K | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Sell | -1,865 | -0.6% | 296,959 | $1.95M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Sell | -1,188 | -2.6% | 43,643 | $286.74K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -741 | -1.0% | 75,252 | $494.41K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +186 | +2.6% | 7,243 | $48.00K | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management Llc | Buy | +51,071 | +3.5% | 1,505,912 | $9.89M | Q2 2026 | Aug 13, 2026 |
| North Ground Capital | Sell | -38,432 | -40.7% | 56,000 | $367.92K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -36,828 | -5.7% | 605,349 | $3.98M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +7,096 | +1.5% | 482,986 | $3.17M | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Buy | +600 | +3.8% | 16,367 | $107.53K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +375 | +9.1% | 4,497 | $29.55K | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | Sell | -215,425 | -7.3% | 2,745,119 | $18.04M | Q2 2026 | Aug 12, 2026 |
| Landscape Capital Management, L.L.C. | Sell | -96,473 | -60.8% | 62,290 | $409.25K | Q2 2026 | Aug 12, 2026 |
| Clear Street Group Inc. | Buy | +20,000 | — | 20,000 | $131.40K | Q2 2026 | Aug 12, 2026 |
| Robinson Capital Management, Llc | Buy | +16,051 | — | 16,051 | $105.45K | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about BRW activity
Which institutional owners are buying BRW?
Institutional owners buying BRW include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BRW activity?
"Buy" means an investor increased their reported position in BRW compared to the prior reporting period. This reflects growing exposure to SABA CAPITAL INCOME & OPPORT (BRW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BRW increasing?
Institutional interest in BRW can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related BRW Institutional Insights
- BRW Overview
- BRW 13F Institutional Holders
- BRW Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- BRW Insider Trading & SEC Form 4 Activity
- BRW Articles
- Top Institutional Investor Stock Rankings