Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SABA CAPITAL INCOME & OPPORT (SABA)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — SABA

Based on 81 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SABA 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
81 hedge funds hold SABA right now — the highest count in 1.8 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.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

36 buying31 selling
Last quarter: 36 funds bought or added vs 31 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 (+10 vs last Q)

new funds entering per quarter
Funds opening a new SABA position: 12 → 7 → 7 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 28% entered in last year

0% conviction (2yr+) 72% medium 28% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares -3%, value -82%

Value
-81%
Shares
-3%
Last quarter: funds added -3% more shares while total portfolio value only changed -82%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

11 → 12 → 7 → 7 → 17 new funds/Q
New funds entering each quarter: 12 → 7 → 7 → 17. A growing number of institutions are discovering SABA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 0% veterans, 30% new entrants

0% veterans 70% 1-2yr 30% new
Of 81 current holders: 0 (0%) held 2+ years, 57 held 1–2 years, 24 (30%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
8 of 81 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Hedge Fund Ownership: SABA

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

Market Analysis: SABA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SABA

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: SABA
2026 Q1 Stats Unlock in 21 days 81 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 81 69 17.39%
13F Shares 14M 15M -3.5%
Total Value $119M $649M -81.73%
New Positions 17 7 +10
Increased Positions 19 21 -2
Closed Positions 5 13 -8
Reduced Positions 26 16 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SABA

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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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 Q1)

81 + investors

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

Top 25 institutional holders of SABA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Comprehensive Money Management Services LLC 0.69% 125,898 $1.0M
2 TrueMark Investments, LLC 0.36% 224,709 $1.9M
3 Winter & Associates, Inc. 0.29% 39,673 $333K
4 Catalina Capital Group, LLC 0.23% 47,012 $391K
5 Gridiron Partners, LLC 0.20% 38,655 $322K
6 VISIONARY HORIZONS, LLC 0.19% 45,776 $381K
7 MELFA WEALTH MANAGEMENT, INC. 0.08% 16,875 $140K
8 SHRIER WEALTH MANAGEMENT, LLC 0.03% 11,306 $94K
9 Gilman Hill Asset Management, LLC 0.03% 25,000 $208K
10 Abel Hall, LLC 0.02% 10,000 $83K
11 Clear Creek Financial Management, LLC 0.01% 14,675 $122K
12 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% 20,212 $168K
13 UHLMANN PRICE SECURITIES, LLC 0.01% 14,688 $122K
14 Noble Wealth Management PBC 0.01% 1,500 $12K
15 Marex Group plc 0.00% 19,187 $150K
16 Private Advisor Group, LLC 0.00% 87,448 $728K
17 Joel Isaacson & Co., LLC 0.00% 11,500 $96K
18 Medallion Wealth Advisors, LLC 0.00% 696 $6K
19 Capital Investment Advisors, LLC 0.00% 19,802 $165K
20 JNBA Financial Advisors 0.00% 3,487 $29K
21 Investors Research Corp 0.00% 1,335 $11K
22 North Star Investment Management Corp. 0.00% 2,027 $17K
23 Farther Finance Advisors, LLC 0.00% 12,212 $102K
24 HB Wealth Management, LLC 0.00% 12,500 $104K
25 Sound Income Strategies, LLC 0.00% 500 $4K
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 & OPPORT (SABA)

What does the Smart Money Trend signal show for SABA?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SABA 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 SABA?

Slight buying edge — 54% buying: Last quarter: 36 funds bought or added vs 31 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 SABA holders?

Smaller funds dominant — 16% AUM from top-100: 8 of 81 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SABA?

Mostly new holders — 28% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.