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 | 5,751,258 | $159,712,435 | -6% | 4.75% |
| 2. | Bulldog Investors Phillip Goldstein, Andrew Dakos And Steven Samuels | 300,586 | $8,347,273 | -1% | 1.86% |
| 3. | Quantedge Capital Pte Ltd Leow Kah Shin And Chua Choong Tze | 26,541 | $737,044 | -49% | 0.35% |
| 4. | GAMCO Investors Mario Gabelli | 15,000 | $416,550 | +50% | 0% |
| 5. | AQR Capital Management Cliff Asness | 13,435 | $373,090 | +15% | 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. | 8,319,588 | $231,035,015 | 0.01% | |
| 2. | 1,651,516 | $45,862,613 | 1.41% | |
| 3. | 1,371,873 | $38,096,908 | 0.01% | |
| 4. | 1,314,327 | $36,498,841 | 0.01% | |
| 5. | 687,247 | $19,084,849 | 0.03% |