Investors, Llp Bulldog - Net Worth and Insider Trading

Investors, Llp Bulldog Net Worth

The estimated net worth of Investors, Llp Bulldog is at least $208 Million dollars as of 2024-04-25. Investors, Llp Bulldog is the 10% Owner of LMP Real Estate Income Fund Inc and owns about 2,378,630 shares of LMP Real Estate Income Fund Inc (RIT) stock worth over $33 Million. Investors, Llp Bulldog is the 10% Owner of Nuveen Global Equity Income Fund and owns about 2,194,974 shares of Nuveen Global Equity Income Fund (JGV) stock worth over $26 Million. Investors, Llp Bulldog is also the 10% Owner of First Trust Dividend and Income Fund of Beneficial Interest and owns about 1,951,679 shares of First Trust Dividend and Income Fund of Beneficial Interest (FAV) stock worth over $17 Million. Besides these, Investors, Llp Bulldog also holds JPMorgan China Region Fund Inc. (JFC) , Nuveen Long/Short Commodity TR Fund (CTF) , MFS InterMarket Income Trust I (CMK) , NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND INC (NRO) , Korea Equity Fund Inc. (KEF) , Pacholder High Yield Fund Inc (PHF) , High Income Securities Fund (PCF) , Alliance New York Municipal Income Fund Inc. (AYN) , Advent/claymore Enhanced Growth & Income (LCM) , Virtus Total Return Fund (DCA) , Cushing® NextGen Infrastructure Income Fund (NXG) , Deutsche Global High Income Fund Inc. (LBF) , The New Ireland Fund Inc (IRL) , Crossroads Capital Inc (XRDC) , Western Asset Corporate Loan Fund Inc (TLI) , Firsthand Technology Value Fund Inc (SVVC) , Alliance California Municipal Income Fund Inc (AKP) . Details can be seen in Investors, Llp Bulldog's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Investors, Llp Bulldog has not made any transactions after 2021-04-05 and currently still holds the listed stock(s).

Transaction Summary of Investors, Llp Bulldog

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Investors, Llp Bulldog Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Investors, Llp Bulldog owns 18 companies in total, including Adams Natural Resources Fund Inc (PEO) , Western Asset Corporate Loan Fund Inc (TLI) , and Alliance California Municipal Income Fund Inc (AKP) among others .

Click here to see the complete history of Investors, Llp Bulldog’s form 4 insider trades.

Insider Ownership Summary of Investors, Llp Bulldog

Ticker Comapny Transaction Date Type of Owner
PEO Adams Natural Resources Fund Inc 2020-07-02 10 percent owner & other: See Explanation of Response
TLI Western Asset Corporate Loan Fund Inc 2020-02-28 10 percent owner
AKP Alliance California Municipal Income Fund Inc 2019-04-18 10 percent owner
PCF High Income Securities Fund 2018-02-02 10 percent owner
AEF ABERDEEN EMERGING MARKETS EQUITY INCOME FUND, INC. 2017-08-11 10 percent owner
PMO Putnam Municipal Opportunities Trust 2017-03-16 10 percent owner
PHF Pacholder High Yield Fund Inc 2017-07-07 10 percent owner
XRDC Crossroads Capital Inc 2017-06-07 10 percent owner
LCM Advent/claymore Enhanced Growth & Income 2017-05-17 10 percent owner
NXG Cushing® NextGen Infrastructure Income Fund 2016-08-26 10 percent owner
NRO NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND INC 2016-12-15 10 percent owner
CTF Nuveen Long/Short Commodity TR Fund 2016-12-08 10 percent owner
HIL Hill International Inc 2016-03-09 10 percent owner & other: See Explanation of Responses
EMGCQ Emergent Capital Inc 2015-06-24 10 percent owner
SVVC Firsthand Technology Value Fund Inc 2015-04-23 10 percent owner
IRL The New Ireland Fund Inc 2021-04-05 10 percent owner
NDP Tortoise Energy Independence Fund, Inc. 2021-07-12 10 percent owner
TGVC TG Venture Acquisition Corp 2023-08-14 10 percent owner

Investors, Llp Bulldog Latest Holdings Summary

Investors, Llp Bulldog currently owns a total of 20 stocks. Among these stocks, Investors, Llp Bulldog owns 2,378,630 shares of LMP Real Estate Income Fund Inc (RIT) as of June 6, 2016, with a value of $33 Million and a weighting of 15.98%. Investors, Llp Bulldog owns 2,194,974 shares of Nuveen Global Equity Income Fund (JGV) as of September 28, 2016, with a value of $26 Million and a weighting of 12.62%. Investors, Llp Bulldog also owns 1,951,679 shares of First Trust Dividend and Income Fund of Beneficial Interest (FAV) as of October 20, 2016, with a value of $17 Million and a weighting of 8.32%. The other 17 stocks JPMorgan China Region Fund Inc. (JFC) , Nuveen Long/Short Commodity TR Fund (CTF) , MFS InterMarket Income Trust I (CMK) , NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND INC (NRO) , Korea Equity Fund Inc. (KEF) , Pacholder High Yield Fund Inc (PHF) , High Income Securities Fund (PCF) , Alliance New York Municipal Income Fund Inc. (AYN) , Advent/claymore Enhanced Growth & Income (LCM) , Virtus Total Return Fund (DCA) , Cushing® NextGen Infrastructure Income Fund (NXG) , Deutsche Global High Income Fund Inc. (LBF) , The New Ireland Fund Inc (IRL) , Crossroads Capital Inc (XRDC) , Western Asset Corporate Loan Fund Inc (TLI) , Firsthand Technology Value Fund Inc (SVVC) , Alliance California Municipal Income Fund Inc (AKP) have a combined weighting of 63.08% among all his current holdings.

Latest Holdings of Investors, Llp Bulldog

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
RIT LMP Real Estate Income Fund Inc 2016-06-06 2,378,630 13.98 33,253,247
JGV Nuveen Global Equity Income Fund 2016-09-28 2,194,974 11.96 26,251,889
FAV First Trust Dividend and Income Fund of Beneficial Interest 2016-10-20 1,951,679 8.87 17,311,393
JFC JPMorgan China Region Fund Inc. 2017-09-15 845,368 19.99 16,898,906
CTF Nuveen Long/Short Commodity TR Fund 2016-12-08 1,179,781 13.98 16,493,338
CMK MFS InterMarket Income Trust I 2015-09-09 1,601,806 8.64 13,839,604
NRO NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND INC 2016-12-15 4,295,140 3.15 13,529,691
KEF Korea Equity Fund Inc. 2017-06-21 1,726,574 7.04 12,155,081
PHF Pacholder High Yield Fund Inc 2017-07-07 1,408,152 7.98 11,237,053
PCF High Income Securities Fund 2018-02-02 1,558,554 6.36 9,912,403
AYN Alliance New York Municipal Income Fund Inc. 2015-07-20 570,407 14.29 8,151,116
LCM Advent/claymore Enhanced Growth & Income 2017-05-17 927,037 7.74 7,175,266
DCA Virtus Total Return Fund 2017-03-22 1,553,860 4.37 6,790,368
NXG Cushing® NextGen Infrastructure Income Fund 2016-08-26 114,812 39.23 4,504,075
LBF Deutsche Global High Income Fund Inc. 2016-05-04 480,946 8.82 4,241,944
IRL The New Ireland Fund Inc 2021-04-05 394,374 10.41 4,105,433
XRDC Crossroads Capital Inc 2017-06-07 826,327 2.24 1,850,972
TLI Western Asset Corporate Loan Fund Inc 2020-02-28 19,889 9.19 182,780
SVVC Firsthand Technology Value Fund Inc 2015-04-23 584,973 0.24 137,469
AKP Alliance California Municipal Income Fund Inc 2019-04-18 1,586 14.83 23,520

Holding Weightings of Investors, Llp Bulldog


Investors, Llp Bulldog Form 4 Trading Tracker

According to the SEC Form 4 filings, Investors, Llp Bulldog has made a total of 0 transactions in LMP Real Estate Income Fund Inc (RIT) over the past 5 years. The most-recent trade in LMP Real Estate Income Fund Inc is the acquisition of 79,952 shares on June 6, 2016, which cost Investors, Llp Bulldog around $1 Million.

According to the SEC Form 4 filings, Investors, Llp Bulldog has made a total of 0 transactions in Nuveen Global Equity Income Fund (JGV) over the past 5 years. The most-recent trade in Nuveen Global Equity Income Fund is the acquisition of 18,049 shares on September 28, 2016, which cost Investors, Llp Bulldog around $214,603.

According to the SEC Form 4 filings, Investors, Llp Bulldog has made a total of 0 transactions in First Trust Dividend and Income Fund of Beneficial Interest (FAV) over the past 5 years. The most-recent trade in First Trust Dividend and Income Fund of Beneficial Interest is the acquisition of 11,200 shares on October 20, 2016, which cost Investors, Llp Bulldog around $99,568.

More details on Investors, Llp Bulldog's insider transactions can be found in the Insider Trading History of Investors, Llp Bulldog table.

Insider Trading History of Investors, Llp Bulldog

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Investors, Llp Bulldog Trading Performance

GuruFocus tracks the stock performance after each of Investors, Llp Bulldog's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Investors, Llp Bulldog is 2.99%. GuruFocus also compares Investors, Llp Bulldog's trading performance to market benchmark return within the same time period. The performance of stocks bought by Investors, Llp Bulldog within 3 months outperforms 35 times out of 67 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Investors, Llp Bulldog's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Investors, Llp Bulldog

Average Return

3.3%

Average return per transaction

Outperforming Transactions

70%

26 out of 37 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 0.77 2.99 6.11 3.3 0.89 -2.5
Relative Return to S&P 500(%) -0.09 1 1.14 -3.87 -9 -13.4

Investors, Llp Bulldog Ownership Network

Ownership Network List of Investors, Llp Bulldog

No Data

Ownership Network Relation of Investors, Llp Bulldog


Investors, Llp Bulldog Owned Company Details

What does Adams Natural Resources Fund Inc do?

Who are the key executives at Adams Natural Resources Fund Inc?

Investors, Llp Bulldog is the 10 percent owner & other: See Explanation of Response of Adams Natural Resources Fund Inc. Other key executives at Adams Natural Resources Fund Inc include Executive Vice President Gregory W. Buckley , Treasurer Brian Stephen Hook , and Gen Counsel,Corp Sec & CCO Janis F. Kerns .

Adams Natural Resources Fund Inc (PEO) Insider Trades Summary

Over the past 18 months, Investors, Llp Bulldog made no insider transaction in Adams Natural Resources Fund Inc (PEO). Other recent insider transactions involving Adams Natural Resources Fund Inc (PEO) include a net purchase of 3,350 shares made by Gregory W. Buckley , a net purchase of 2,390 shares made by Jane Musser Nelson , and a net purchase of 1,315 shares made by Mary Christine Gay .

In summary, during the past 3 months, insiders sold 0 shares of Adams Natural Resources Fund Inc (PEO) in total and bought 3,350 shares, with a net purchase of 3,350 shares. During the past 18 months, 0 shares of Adams Natural Resources Fund Inc (PEO) were sold and 7,055 shares were bought by its insiders, resulting in a net purchase of 7,055 shares.

Adams Natural Resources Fund Inc (PEO)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Adams Natural Resources Fund Inc Insider Transactions

No Available Data

Investors, Llp Bulldog Mailing Address

Above is the net worth, insider trading, and ownership report for Investors, Llp Bulldog. You might contact Investors, Llp Bulldog via mailing address: Park 80 West - Plaza Two, 250 Pehle Ave. Suite 708, Saddle Brook Nj 07663.

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