Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Saba Capital Income & Oprnt (BRW)

98 + 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
↑ +6
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — BRW

Based on 99 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (97% of max)

97% 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 — +25% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+25% 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.
🟡

Slight buying edge — 51% buying

43 buying41 selling
Last quarter: 43 funds bought or added vs 41 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new BRW position: 23 → 24 → 10 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 29% medium ■ 24% new
46 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.
📊

Peak discovery — momentum slowing

10 → 23 → 24 → 10 → 16 new funds/Q
New funds entering each quarter: 23 → 24 → 10 → 16. BRW is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 52% veterans vs 30% newcomers

■ 52% veterans ■ 18% 1-2yr ■ 30% new
Entry-cohort mix of 99 holders: 51 (52%) are 2+ year veterans, 18 entered 1–2 years ago, and 30 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
10 of 99 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — BRW

In 2026 Q2, 43 hedge funds were net buyers of BRW (16 opened a new position, 27 added to an existing one), while 41 reduced or exited (31 trimmed, 10 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 20% of total institutional value in BRW is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 99.

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

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: BRW
98 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 98 93 5.38%
13F Shares 20M 21M -7.22%
Total Value $118M $131M -9.99%
New Positions 16 10 +6
Increased Positions 27 34 -7
Closed Positions 11 19 -8
Reduced Positions 31 30 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BRW

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

98 + investors

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

QUARTER:
Top 25 BRW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Thomas J. Herzfeld Advisors, Inc. 3.12% 1,544,694 $10.1M
2 Flax Pond Capital, LLC 2.16% 405,786 $2.7M
3 Adalta Capital Management LLC 0.72% 248,039 $1.6M
4 Blue Bell Private Wealth Management, LLC 0.68% 829,855 $5.5M
5 Rivernorth Capital Management, LLC 0.58% 1,861,414 $12.2M
6 SVRN Asset Management, LLC 0.58% 171,487 $1.1M
7 North Ground Capital 0.44% 56,000 $368K
8 Peak Financial Advisors LLC 0.24% 89,996 $591K
9 Yakira Capital Management, Inc. 0.24% 127,896 $840K
10 Css LLC/Il 0.18% 686,484 $4.5M
11 Integrated Capital Management, INC. 0.17% 37,517 $246K
12 Next Capital Management LLC 0.16% 88,927 $584K
13 Shaker Financial Services, LLC 0.16% 75,815 $498K
14 Ethos Financial Group, LLC 0.11% 251,018 $1.6M
15 Decision Investments, Inc 0.10% 17,450 $115K
16 Marks Group Wealth Management, Inc 0.10% 172,790 $1.1M
17 Gridiron Partners, LLC 0.09% 25,723 $167K
18 Noble Wealth Management PBC 0.06% 21,144 $139K
19 TrueMark Investments, LLC 0.05% 59,855 $393K
20 Robinson Capital Management, LLC 0.05% 16,051 $105K
21 SeaCrest Wealth Management, LLC 0.05% 64,018 $421K
22 Absolute Investment Advisers, LLC 0.04% 57,853 $380K
23 Grove Street Fiduciary, LLC 0.03% 11,532 $76K
24 Tactive Advisors, LLC 0.03% 18,535 $122K
25 Advisors Asset Management, Inc. 0.03% 296,959 $2.0M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 51% buying: Last quarter: 43 funds bought or added vs 41 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BRW holders?

Strong quality — 20% AUM from major funds: 10 of 99 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BRW?

46% of holders stayed for 2+ years: 46 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.

Full history →