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 | 5,106,460 | $137,516,968 | -12% | 3.8% |
| 2. | Bulldog Investors Phillip Goldstein, Andrew Dakos And Steven Samuels | 299,891 | $8,076,065 | -1% | 1.81% |
| 3. | GAMCO Investors Mario Gabelli | 34,000 | $915,620 | +127% | 0.01% |
| 4. | Quantedge Capital Pte Ltd Leow Kah Shin And Chua Choong Tze | 17,541 | $472,379 | -34% | 0.26% |
| 5. | AQR Capital Management Cliff Asness | 11,772 | $317,020 | -13% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $29.09 | 4,500 | $130,919.85 | 25,000 | 2026-02-17 | Filing | |
| $29.20 | 684 | $19,970.00 | 684 | 2026-02-09 | Filing | |
| $28.72 | 5,500 | $157,945.70 | 20,500 | 2026-01-27 | Filing | |
| $28.73 | 400 | $11,491.96 | 400 | 2026-01-27 | Filing | |
| $28.73 | 1,000 | $28,733.00 | 1,000 | 2026-01-27 | 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. | 8,095,216 | $218,004,225 | 0.01% | |
| 2. | 1,499,700 | $40,386,934 | 1.26% | |
| 3. | 1,352,138 | $36,413,058 | 0.01% | |
| 4. | 1,346,926 | $36,272,709 | 0.01% | |
| 5. | 742,797 | $20,003,523 | 0.03% |