Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SABA CAPITAL INCOME & OPRNT (BRW)

99 + Investors. Track Smart Money conviction in BRW. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
2Q ▲
Buyers last Q
67%

Smart Money Signals — BRW

Based on 99 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BRW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
99 hedge funds hold BRW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 67% buying

62 buying30 selling
Last quarter: 62 funds were net buyers (24 opened a brand new position + 38 added to an existing one). Only 30 were sellers (18 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 9 → 23 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 28% medium ■ 31% new
40 out of 99 hedge funds have held BRW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+888% value, -64% shares)

Value
+888%
Shares
-63%
Last quarter: total value of institutional BRW holdings rose +888% even though funds reduced share count by 64%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

19 → 11 → 9 → 23 → 24 new funds/Q
New funds entering each quarter: 11 → 9 → 23 → 24. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 43% of holders stayed 2+ years

■ 43% veterans ■ 15% 1-2yr ■ 41% new
Of 99 current holders: 43 (43%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 98% AUM from top-100 funds

98% from top-100 AUM funds
12 of 99 holders are among the 100 largest funds by AUM, controlling 98% of total institutional value in BRW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: BRW

How many hedge funds hold BRW — quarterly history vs. share price
Quarterly hedge fund ownership of BRW vs. share price

Market Analysis: BRW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BRW

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: BRW
2026 Q1 Stats Unlock in 11 days 99 + Investors

Track Smart Money conviction in BRW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 99 87 13.79%
13F Shares 20M 55M -63.54%
Total Value $5.27B $534M 888.17%
New Positions 24 23 +1
Increased Positions 38 27 +11
Closed Positions 12 11 +1
Reduced Positions 18 20 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BRW

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

99 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BRW. Verified SEC 13F-HR filings.

Top 25 institutional holders of BRW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ABSOLUTE INVESTMENT ADVISERS, LLC 0.79% 995,965 $6.7M
2 PEAK FINANCIAL ADVISORS LLC 0.26% 87,938 $593K
3 Gridiron Partners, LLC 0.23% 54,852 $370K
4 INTEGRATED CAPITAL MANAGEMENT, INC. 0.20% 44,648 $301K
5 Matisse Capital 0.19% 65,333 $440K
6 Next Capital Management LLC 0.18% 88,927 $599K
7 Ethos Financial Group, LLC 0.14% 266,401 $1.9M
8 DECISION INVESTMENTS, INC 0.14% 17,800 $120K
9 Marks Group Wealth Management, Inc 0.11% 172,790 $1.2M
10 Noble Wealth Management PBC 0.10% 28,208 $190K
11 TrueMark Investments, LLC 0.07% 55,892 $377K
12 Tactive Advisors, LLC 0.04% 18,685 $126K
13 Grove Street Fiduciary, LLC 0.03% 11,532 $78K
14 SeaCrest Wealth Management, LLC 0.03% 47,033 $317K
15 Chicago Partners Investment Group LLC 0.02% 129,110 $886K
16 MANCHESTER FINANCIAL INC 0.02% 12,315 $83K
17 Perennial Advisors, LLC 0.01% 10,787 $73K
18 FLAGSHIP HARBOR ADVISORS, LLC 0.01% 40,806 $275K
19 WEDBUSH SECURITIES INC 0.01% 52,324 —
20 PARK AVENUE SECURITIES LLC 0.01% 178,692 $1K
21 EVOLVE PRIVATE WEALTH, LLC 0.01% 13,991 $94K
22 GILL CAPITAL PARTNERS, LLC 0.00% 2,376 $16K
23 PFG Investments, LLC 0.00% 10,375 $70K
24 Kentucky Trust Co 0.00% 500 $3K
25 Apollon Wealth Management, LLC 0.00% 16,039 $108K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SABA CAPITAL INCOME & OPRNT (BRW)

What does the Smart Money Trend signal show for BRW?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BRW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BRW?

More buyers than sellers — 67% buying: Last quarter: 62 funds were net buyers (24 opened a brand new position + 38 added to an existing one). Only 30 were sellers (18 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BRW holders?

Elite ownership — 98% AUM from top-100 funds: 12 of 99 holders are among the 100 largest funds by AUM, controlling 98% of total institutional value in BRW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BRW?

40% of holders stayed for 2+ years: 40 out of 99 hedge funds have held BRW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.