Saba Capital Management, L.P.
· Reduced
Change
−2.3M
Date
Q1 2026
AF
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Saba Capital Management, L.P.
· Reduced
Change
−2.3M
Date
Q1 2026
|
Saba Capital Management, L.P. | Reduced· Q1 2026 | – | −2.3M | – | Q1 2026 | |||||
|
Karpus Management, Inc.
· Added
Change
+1.0M
Date
Q1 2026
|
Karpus Management, Inc. | Added· Q1 2026 | – | +1.0M | – | Q1 2026 | |||||
|
Rareview Capital LLC
· New
Change
+420K
Date
Q1 2026
|
Rareview Capital LLC | New· Q1 2026 | – | +420K | – | Q1 2026 | |||||
|
Pathstone Holdings, LLC
· Added
Change
+346K
Date
Q1 2026
|
Pathstone Holdings, LLC | Added· Q1 2026 | – | +346K | – | Q1 2026 | |||||
|
Lido Advisors, LLC
· Reduced
Change
−275K
Date
Q1 2026
|
Lido Advisors, LLC | Reduced· Q1 2026 | – | −275K | – | Q1 2026 | |||||
|
Sit Investment Associates Inc
· Added
Change
+196K
Date
Q1 2026
|
Sit Investment Associates Inc | Added· Q1 2026 | – | +196K | – | Q1 2026 | |||||
|
Robinson Capital Management, LLC
· Added
Change
+181K
Date
Q1 2026
|
Robinson Capital Management, LLC | Added· Q1 2026 | – | +181K | – | Q1 2026 | |||||
|
Morgan Stanley
· Added
Change
+165K
Date
Q1 2026
|
Morgan Stanley | Added· Q1 2026 | – | +165K | – | Q1 2026 | |||||
|
Royal Bank of Canada
· Reduced
Change
−137K
Date
Q1 2026
|
Royal Bank of Canada | Reduced· Q1 2026 | – | −137K | – | Q1 2026 | |||||
|
UBS Group AG
· Reduced
Change
−129K
Date
Q1 2026
|
UBS Group AG | Reduced· Q1 2026 | – | −129K | – | Q1 2026 | |||||
|
Altium Capital Management LLC
· Added
Change
+125K
Date
Q1 2026
|
Altium Capital Management LLC | Added· Q1 2026 | – | +125K | – | Q1 2026 | |||||
|
Fiera Capital Corp
· Reduced
Change
−120K
Date
Q1 2026
|
Fiera Capital Corp | Reduced· Q1 2026 | – | −120K | – | Q1 2026 | |||||
|
Balyasny Asset Management L.P.
· Exited
Change
−94K
Δ Own
−100.0%
Date
Q1 2026
|
Balyasny Asset Management L.P. | Exited· Q1 2026 | – | −94K | −100.0% | Q1 2026 | |||||
|
Summit Trail Advisors, LLC
· New
Change
+64K
Date
Q1 2026
|
Summit Trail Advisors, LLC | New· Q1 2026 | – | +64K | – | Q1 2026 | |||||
|
Petra Financial Advisors Inc
· New
Change
+53K
Date
Q1 2026
|
Petra Financial Advisors Inc | New· Q1 2026 | – | +53K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Gerken R. Jay
· Director
Buy
+$27K
|
Gerken R. Jay | Director | Buy | $10.96 | +2K | +$27K | 2K | – | May 22, 2026 | May 27, 2026 | |||||||||
|
Moody Garry L.
· Director
Sell
−$148K
|
Moody Garry L. | Director | Sell | $10.96 | −14K | −$148K | 0 | – | Apr 21, 2026 | Apr 22, 2026 | |||||||||
|
Saba Capital Management, L.P.
· 10% Owner
Sell
−$214K
|
Saba Capital Management, L.P. | 10% Owner | Sell | $10.91 | −20K | −$214K | 2.9M | – | Nov 6, 2025 | Nov 10, 2025 | |||||||||
|
Saba Capital Management, L.P.
· 10% Owner
Sell
−$244K
|
Saba Capital Management, L.P. | 10% Owner | Sell | $10.99 | −22K | −$244K | 2.9M | – | Nov 5, 2025 | Nov 6, 2025 | |||||||||
|
Saba Capital Management, L.P.
· 10% Owner
Sell
−$340K
|
Saba Capital Management, L.P. | 10% Owner | Sell | $11.01 | −31K | −$340K | 2.9M | – | Nov 4, 2025 | Nov 6, 2025 | |||||||||
|
Saba Capital Management, L.P.
· 10% Owner
Sell
−$8K
|
Saba Capital Management, L.P. | 10% Owner | Sell | $11.01 | −684 | −$8K | 2.9M | – | Nov 3, 2025 | Nov 4, 2025 | |||||||||
|
Moody Garry L.
· Director
2 operations
+$149K
|
Moody Garry L. | Director | 2 operations | $11.06–$11.08 | +14K | +$149K | 9K | – | Oct 31, 2025 | Oct 31, 2025 | |||||||||
|
Saba Capital Management, L.P.
· 10% Owner
Sell
−$85K
|
Saba Capital Management, L.P. | 10% Owner | Sell | $11.00 | −8K | −$85K | 2.9M | – | Oct 29, 2025 | Oct 30, 2025 | |||||||||
|
Wells Fargo & Company/mn
· 10% Owner
Other Form 4 events
-4K
|
Wells Fargo & Company/mn | 10% Owner | Other Form 4 events | – | -4K | – | 0 | – | Oct 27, 2025 | Oct 29, 2025 | |||||||||
|
Saba Capital Management, L.P.
· 10% Owner
Sell
−$282K
|
Saba Capital Management, L.P. | 10% Owner | Sell | $10.99 | −26K | −$282K | 3.0M | – | Oct 27, 2025 | Oct 28, 2025 | |||||||||
|
Saba Capital Management, L.P.
· 10% Owner
Sell
−$218K
|
Saba Capital Management, L.P. | 10% Owner | Sell | $11.01 | −20K | −$218K | 3.0M | – | Oct 24, 2025 | Oct 27, 2025 | |||||||||
|
Saba Capital Management, L.P.
· 10% Owner
Sell
−$235K
|
Saba Capital Management, L.P. | 10% Owner | Sell | $10.96 | −21K | −$235K | 3.0M | – | Oct 23, 2025 | Oct 27, 2025 | |||||||||
|
Saba Capital Management, L.P.
· 10% Owner
Sell
−$22K
|
Saba Capital Management, L.P. | 10% Owner | Sell | $11.03 | −2K | −$22K | 3.0M | – | Oct 22, 2025 | Oct 23, 2025 | |||||||||
|
Saba Capital Management, L.P.
· 10% Owner
Sell
−$27K
|
Saba Capital Management, L.P. | 10% Owner | Sell | $10.90 | −3K | −$27K | 3.0M | – | Oct 9, 2025 | Oct 14, 2025 | |||||||||
|
Saba Capital Management, L.P.
· 10% Owner
Sell
−$651K
|
Saba Capital Management, L.P. | 10% Owner | Sell | $10.94 | −60K | −$651K | 3.0M | – | Oct 1, 2025 | Oct 2, 2025 | |||||||||
82 reporting institutions disclosed AFB position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.
