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BTF

BOULDER TOTAL RETURN FD INC
BTF

Delisted

BTF was delisted on the 20th of March, 2015.

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38 hedge funds and large institutions have $79M invested in BOULDER TOTAL RETURN FD INC in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

19% more capital invested

Capital invested by funds: $66.2M → $79M (+$12.8M)

9% more funds holding

Funds holding: 35 → 38 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
10
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$6.8M
2
RCM
Rivernorth Capital Management
Florida
+$744K
3
TC
TFS Capital
Pennsylvania
+$616K
4
KIM
Karpus Investment Management
New York
+$483K
5
RC
Roundview Capital
New Jersey
+$239K

Top Sellers

Rank Fund Capital Flow
1
SC
Sculptor Capital
New York
-$568K
2
FIMG
Financial & Investment Management Group
Michigan
-$203K
3
SG Americas Securities
SG Americas Securities
New York
-$171K
4
LPL Financial
LPL Financial
California
-$70K
5
FA
Financial Advantage
Maryland
-$46K
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
26
Camelot Portfolios
Ohio
$310K +$736 +32 +0.3%
RC
27
Roundview Capital
New Jersey
$252K +$239K +10,374 New
IHL
28
Investment House LLC
California
$221K +$209K +9,097 New
CAN
29
Cetera Advisor Networks
California
$217K -$36.8K -1,600 -15%
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$145K -$39.7K -1,725 -22%
Wells Fargo
31
Wells Fargo
California
$37K – – –
U
32
UBS
Switzerland
$24K +$11.5K +499 +107%
AIG
33
American International Group
New York
$19.5K – – –
WA
34
Waverly Advisors
Alabama
$15K +$46 +2 +0.3%
NES
35
New England Securities
New York
$7K – – –
WA
36
WFG Advisors
Texas
$5K +$2.3K +100 +100%
US Bancorp
37
US Bancorp
Minnesota
$3K – – –
Citigroup
38
Citigroup
New York
$2K – – –
WAM
39
Wolverine Asset Management
Illinois
$2K +$2.3K +100 New
FA
40
Financial Advantage
Maryland
– -$46K -2,000 Closed
Bank of America
41
Bank of America
North Carolina
– -$38K -1,632 Closed
1
2

BTF Hedge Fund Activity: Q1 2014 in Review

38 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in BOULDER TOTAL RETURN FD INC (BTF) for Q1 2014, worth a combined $79M — up 19% from $66.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BTF positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $6.8M. The largest seller was Sculptor Capital, cutting an estimated $568K.

  • 38 institutional investors held BOULDER TOTAL RETURN FD INC (BTF) as of Q1 2014, up from 35 in Q4 2013.
  • Funds reported $79M of BOULDER TOTAL RETURN FD INC stock for Q1 2014, up 19% quarter-over-quarter.
  • 5 funds opened new BOULDER TOTAL RETURN FD INC positions in Q1 2014 and 2 closed out, a net change of +3 holders.
  • The largest BOULDER TOTAL RETURN FD INC buyer in Q1 2014 was Raymond James & Associates, an estimated $6.8M added.
  • The largest BOULDER TOTAL RETURN FD INC seller in Q1 2014 was Sculptor Capital, an estimated $568K sold.

Based on aggregated 13F filings for Q1 2014.