BULLDOG INVESTORS, LLP
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SADDLE BROOK NJ
Investment Advisor
Hedge Fund
Activist Investor
Bulldog Investors, LLP is based out of Saddle Brook. Bulldog Investors, LLP is a hedge fund with 320 clients and discretionary assets under management (AUM) of $334,790,240 (Form ADV from 2024-03-25). Their last reported 13F filing for Q4 2024 included $382,875,609 in managed 13F securities
and a top 10 holdings concentration of 33.96%. Bulldog Investors, LLP's largest holding is SRH Total Return Fund, Inc. with shares held of 1,222,178. Whalewisdom has at least 80 13F filings, 382 13D filings, 95 13G filings, and 14 Form 4 filings
Business Description
Bulldog Investors is an investment advisor that provides services to clients, including reviewing their portfolios on a consolidated basis each day. The company also provides brokerage services related to the execution of securities transactions, custody, research, and access to certain investments.
Bulldog Investors has entered into a client solicitation agreement with a third-party solicitor, who is compensated for client referrals. The solicitor receives a percentage of Bulldog Investors' fee with respect to clients referred by them, creating a financial incentive to recommend the company's services.
Investment Strategy
Bulldog Investors offers investment strategies tailored to individual client accounts, known as Separately Managed Accounts (SMAs). These strategies are unique to each account and may differ in timing and nature from other client accounts. While the company strives to help clients achieve their investment objectives, there is no guarantee of success, and all investments carry the risk of loss.
One of the strategies employed by Bulldog Investors is aggregating orders from multiple clients into a single "block" trade when deemed beneficial. This approach considers factors such as overall costs for participating accounts, the broker-dealer's execution capabilities, and any restrictions on block trades or broker selection.
Owners
- DAKOS, ANDREW, (NMN) - MANAGING PARTNER
- GOLDSTEIN, PHILLIP, FRANKLIN - MANAGING PARTNER
- DARLING, STEPHANIE, LYNNE - CHIEF COMPLIANCE OFFICER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2024-12-31
Top Buys (13F)
Name | % Change |
---|---|
TPZ Tortoise Power and E | 3.07% |
TYG Tortoise Energy Infr | 2.09% |
DRDBU Roman DBDR Acquisiti | 1.88% |
MBAV M3 Brigade Acquisiti | 1.52% |
LPAA Launch One Acquisiti | 1.48% |

2024-12-31
Top Sells (13F)
Name | % Change |
---|---|
PCF High Income Securiti | 2.31% |
IPXX Inflection Point Acq | 1.9% |
TPZ Tortoise Power and E | 1.68% |
GLAC Global Lights Acquis | 1.68% |
KSM DWS STRATEGIC MUNICI | 1.57% |

2024-12-31
13F Holdings Summary
Name | $ Change |
---|---|
STEW SRH Total Return Fun | 5.11% |
CION CION Invt Corp | 5.01% |
GAM GENERAL AMERICAN INV | 4.32% |
DSM BNY Mellon Strategic | 3.19% |
TPZ Tortoise Power and E | 3.07% |

2024-12-31
13F Activity
Market Value | $383m, Prior: $297m |
Inflows (Outflows) as % of Total MV | +18.9734% |
New Purchases | 60 stocks |
Added To | 49 stocks |
Sold out of | 59 stocks |
Reduced holdings in | 23 stocks |
Top 10 Holdings % | 33.96% |
Turnover %[1] | 59.2% |
Turnover Alt %[2] | 25.13% |
Time Held Top 20 | 5 quarters |
Time Held Top 10 | 8 quarters |
Time Held All | 4.38 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data

2024-12-31
Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31