3 CEFs For Tax-Efficient Total Return
Income investors with large taxable accounts are consistently focused on maximizing their total return and minimizing the impact of taxes on their nest egg.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Saba Capital Boaz Weinstein | 6,114,312 | $165,881,285 | -10% | 4.54% |
| 2. | Bulldog Investors Phillip Goldstein, Andrew Dakos And Steven Samuels | 300,795 | $8,160,568 | -1% | 1.89% |
| 3. | AQR Capital Management Cliff Asness | 11,739 | $318,479 | 0% | |
| 4. | GAMCO Investors Mario Gabelli | 10,000 | $271,300 | 0% | |
| 5. | Ancora Advisors Frederick Disanto | 6,328 | $171,679 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $26.49 | 5,000 | $132,447.00 | 15,000 | 2025-11-18 | Filing | |
| $24.96 | 300 | $7,488.00 | 2,206 | 2025-02-12 | Filing | |
| $24.81 | 300 | $7,443.00 | 145,812 | 2025-01-17 | Filing | |
| $24.83 | 2,000 | $49,657.40 | 145,512 | 2025-01-17 | Filing | |
| $10.00 | 3,131,500 | $31,315,000.00 | 3,131,500 | 2024-10-11 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $26.86 | 500 | $13,430.00 | 1,700 | 2025-10-23 | Filing | |
| $26.78 | 420 | $11,248.06 | 2,200 | 2025-10-17 | Filing | |
| $20.92 | 4,000 | $83,678.40 | 626,000 | 2023-06-08 | Filing | |
| $20.41 | 1,500 | $30,620.85 | 139,313 | 2022-11-07 | Filing | |
| $22.66 | 2,063 | $46,740.98 | 140,813 | 2022-08-19 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,364,207 | $226,920,994 | 0.01% | |
| 2. | 1,746,094 | $47,371,543 | 1.5% | |
| 3. | 1,341,458 | $36,393,757 | 0.01% | |
| 4. | 1,311,236 | $35,573,842 | 0.01% | |
| 5. | 685,066 | $18,585,841 | 0.03% |