BOULDER TOTAL RETURN FD INC
BTF
BTF was delisted on the 20th of March, 2015.
34 hedge funds and large institutions have $60.6M invested in BOULDER TOTAL RETURN FD INC in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
5% more capital invested
Capital invested by funds: $57.5M → $60.6M (+$3.08M)
3% more funds holding
Funds holding: 33 → 34 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.88M |
| 2 |
Morgan Stanley
New York
|
+$323K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$229K |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$158K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$81.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$698K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$553K |
| 3 |
Goldman Sachs
New York
|
-$164K |
| 4 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$113K |
| 5 |
GFM
Gramercy Funds Management
Greenwich,
Connecticut
|
-$79.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $22K | – | – | – |
|
27
Ameriprise
Minneapolis,
Minnesota
| $20K | -$11K | -499 | -36% |
|
|
AIG
28
American International Group
New York
| $17.4K | – | – | – |
|
|
WA
29
Waverly Advisors
Birmingham,
Alabama
| $13K | +$13.3K | +600 | New |
|
|
NES
30
New England Securities
New York
| $7K | – | – | – |
|
|
WF
31
WealthTrust Fairport
Cleveland,
Ohio
| $5K | +$5.52K | +250 | New |
|
|
WA
32
WFG Advisors
Dallas,
Texas
| $2K | – | – | – |
|
33
Citigroup
New York
| $1K | – | – | – |
|
34
US Bancorp
Minneapolis,
Minnesota
| $1K | – | – | – |
|
|
U
35
UBS
Zurich,
Switzerland
| – | -$22.4K | -1,014 | -100% |
|
36
Creative Planning
Overland Park,
Kansas
| – | -$6K | -300 | Closed |
|
|
TRCT
37
Tower Research Capital (TRC)
New York
| – | -$6K | -300 | Closed |
|
BTF Hedge Fund Activity: Q3 2013 in Review
34 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in BOULDER TOTAL RETURN FD INC (BTF) for Q3 2013, worth a combined $60.6M — up 5.4% from $57.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BTF positions and 2 closed out — a net gain of 1 holder — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $1.88M. The largest seller was Financial & Investment Management Group, cutting an estimated $698K.
- 34 institutional investors held BOULDER TOTAL RETURN FD INC (BTF) as of Q3 2013, up from 33 in Q2 2013.
- Funds reported $60.6M of BOULDER TOTAL RETURN FD INC stock for Q3 2013, up 5.4% quarter-over-quarter.
- 3 funds opened new BOULDER TOTAL RETURN FD INC positions in Q3 2013 and 2 closed out, a net change of +1 holder.
- The largest BOULDER TOTAL RETURN FD INC buyer in Q3 2013 was Karpus Investment Management, an estimated $1.88M added.
- The largest BOULDER TOTAL RETURN FD INC seller in Q3 2013 was Financial & Investment Management Group, an estimated $698K sold.
Based on aggregated 13F filings for Q3 2013.