13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001504304
申報總市值
US$4.5億
US$4.5億
142 檔
14.2%
根據最新整理的 13F 季度數據集，Bulldog Investors, LLP 於 Q2 2024 結束時的管理資產規模為 US$4.5億。該機構在本季度申報了 142 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q2 2024，Bulldog Investors, LLP 展現出較為審慎的避險與獲利了結姿態。本季共減碼 15 個部位並完全清倉 17 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Bulldog Investors, LLP 的前 5 大持股（包含 STEW, GAM, CION）貢獻了組合市值的 14.2%，形成該機構在 Q2 2024 季度的基本面基石。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | STEW | Srh Total Return Fund Inc | 股票-其他 | 6.65% | +0.35% | -0.43% | |
| 2 | GAM | General American Investors | 股票-其他 | 6.03% | +0.26% | — | |
| 3 | CION | Cion Investment CORP | 股票-其他 | 4.64% | -0.25% | -0.22% | |
| 4 | CET | Central Securities CORP | 股票-其他 | 4.13% | +0.74% | -0.17% | |
| 5 | ES | Eversource Energy | 股票-公用事業 | 2.70% | — | +315.82% | |
| 6 | ✓ | Bny Mellon Mun Income Inc Com | 股票-其他 | 2.59% | — | +1.19% | |
| 7 | KTF | Dws Municipal Income Trust | 股票-其他 | 2.24% | — | -54.85% | |
| 8 | NBXG | Neuberger Next Generation Co | 股票-其他 | 2.16% | +0.88% | -29.41% | |
| 9 | ✓ | Inflection Pt Acquisitn Crp | 股票-其他 | 2.11% | — | -14.10% | |
| 10 | ✓ | Lionheart Holdings | 股票-其他 | 1.89% | — | — | |
| 11 | ✓ | Haymaker Acquisition CORP Iv | 股票-其他 | 1.84% | — | -18.09% | |
| 12 | XENWX | Eaton Vance New York Municip | 股票-其他 | 1.82% | — | -5.80% | |
| 13 | XCMUX | Mfs High Yield Municipal Tr | 股票-其他 | 1.73% | -2.84% | EXIT | |
| 14 | ✓ | Dws Strategic Mun Income Tr | 股票-其他 | 1.68% | — | -8.20% | |
| 15 | ✓ | Global Lights Acquisition Co | 股票-其他 | 1.68% | — | -19.77% | |
| 16 | IBAC | Ib Acquisition CORP | 股票-其他 | 1.64% | — | — | |
| 17 | TMLP | Tortoise MLP ETF | ETF-其他 | 1.64% | — | +8.01% | |
| 18 | FSK | Fs Kkr Capital CORP | 股票-金融 | 1.62% | -1.16% | EXIT | |
| 19 | SVACW | Spring Valley Acquisition Corp. III | 股票-其他 | 1.55% | — | +7.45% | |
| 20 | CNNE | Cannae Holdings Inc | 股票-其他 | 1.50% | -0.27% | +1606.02% | |
| 21 | ✓ | Colombier Acquisition CORP I | 股票-其他 | 1.47% | — | -18.54% | |
| 22 | ARES | Ares Management Corporation | 股票-金融 | 1.45% | — | -8.48% | |
| 23 | XNDPX | Tortoise Energy Independence | 股票-其他 | 1.37% | — | -2.59% | |
| 24 | XCXHX | Mfs Investment Grade Muni | 股票-其他 | 1.33% | -2.13% | EXIT | |
| 25 | ✓ | 99 Acquisition Group Inc | 股票-其他 | 1.31% | — | -13.44% | |
| 26 | ✓ | Ai Transn Acquisition CORP | 股票-其他 | 1.23% | — | -17.48% | |
| 27 | AFB | Allianceberstein Ntl Muni | 股票-其他 | 1.22% | — | +69.29% | |
| 28 | PGZ | Principal Real Estate Income | 股票-其他 | 1.20% | — | +5.75% | |
| 29 | NBH | Neuberger Municipal Fund Inc | 股票-其他 | 1.18% | — | +64.89% | |
| 30 | XXHYBXX | New America High Income Fund | 股票-其他 | 1.15% | — | +356.46% | |
| 31 | CEE | Central And Eastern Europe F | 股票-其他 | 1.13% | — | -1.39% | |
| 32 | ✓ | Centurion Acquisition CORP | 股票-其他 | 1.13% | — | — | |
| 33 | XGDVX | Gabelli Dividend & Income Tr | 股票-其他 | 1.13% | +0.13% | — | |
| 34 | ✓ | Graf Global CORP | 股票-其他 | 1.13% | — | — | |
| 35 | CPTAUSD | Logan Ridge Finance CORP | 股票-其他 | 1.11% | — | +11.89% | |
| 36 | ✓ | Alchemy Invts Acquisitn CORP | 股票-其他 | 1.11% | — | -19.13% | |
| 37 | HP5A | Equity Commonwealth | 股票-其他 | 1.09% | — | +112.97% | |
| 38 | HFRO | Highland Opport & Income | 股票-其他 | 1.08% | +0.01% | -0.75% | |
| 39 | DSM | Bnym Strat Muni Bnd | 股票-其他 | 1.05% | -0.41% | — | |
| 40 | XHIEX | Miller/howard High Income Eq | 股票-其他 | 1.03% | — | +91.97% | |
| 41 | ✓ | 股票-其他 | 1.02% | — | -18.37% | ||
| 42 | NBR | Nabors Industries Ltd. | 股票-其他 | 1.00% | — | -28.89% | |
| 43 | TWN | Taiwan Fund Inc/th/md-us Inc | 股票-其他 | 1.00% | — | -39.43% | |
| 44 | RWAY | Runway Growth Finance CORP | 股票-其他 | 0.98% | -0.59% | +100.58% | |
| 45 | ✓ | 股票-其他 | 0.98% | — | — | ||
| 46 | QETA | Quetta Acquisition CORP | 股票-其他 | 0.94% | — | -6.65% | |
| 47 | XHTAX | Invesco Hi Inc 2024 Trgt Trm | 股票-其他 | 0.81% | — | +7.77% | |
| 48 | ZTR | Virtus Total Return Fund Inc | 股票-其他 | 0.79% | — | -57.83% | |
| 49 | ✓ | Legato Merger CORP Iii | 股票-其他 | 0.76% | — | — | |
| 50 | PCF | High Income Securities Fund | 股票-其他 | 0.76% | — | +1.73% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ES | Eversource Energy | +2.1% | +315.82% | 加碼 |
| 2 | ✓ | Lionheart Holdings | +1.9% | NEW | 新建倉 |
| 3 | IBAC | Ib Acquisition CORP | +1.6% | NEW | 新建倉 |
| 4 | CNNE | Cannae Holdings Inc | +1.4% | +1606.02% | 加碼 |
| 5 | ✓ | Centurion Acquisition CORP | +1.1% | NEW | 新建倉 |
| 6 | ✓ | Graf Global CORP | +1.1% | NEW | 新建倉 |
| 7 | GAM | General American Investors | +1% | — | 不變 |
| 8 | ✓ | +1% | NEW | 新建倉 | |
| 9 | XXHYBXX | New America High Income Fund | +0.9% | +356.46% | 加碼 |
| 10 | CION | Cion Investment CORP | +0.9% | -0.22% | 減碼 |
| 11 | ✓ | Legato Merger CORP Iii | +0.8% | NEW | 新建倉 |
| 12 | HP5A | Equity Commonwealth | +0.7% | +112.97% | 加碼 |
| 13 | AFB | Allianceberstein Ntl Muni | +0.6% | +69.29% | 加碼 |
| 14 | XMUIX | Blackrock Municipal Income | +0.6% | NEW | 新建倉 |
| 15 | XHIEX | Miller/howard High Income Eq | +0.6% | +91.97% | 加碼 |
| 16 | NBH | Neuberger Municipal Fund Inc | +0.6% | +64.89% | 加碼 |
| 17 | RWAY | Runway Growth Finance CORP | +0.5% | +100.58% | 加碼 |
| 18 | ✓ | Flag Ship Acquisition CORP | +0.5% | NEW | 新建倉 |
| 19 | ✓ | +0.4% | NEW | 新建倉 | |
| 20 | ✓ | Inflection Pt Acquisitn Crp | 0% | -14.10% | 減碼 |
| 21 | ✓ | Colombier Acquisition CORP I | -0.1% | -18.54% | 減碼 |
| 22 | ✓ | Haymaker Acquisition CORP Iv | -0.1% | -18.09% | 減碼 |
| 23 | ✓ | Global Lights Acquisition Co | -0.2% | -19.77% | 減碼 |
| 24 | TBMC | Trailblazer Merger CORP I | -0.2% | -34.23% | 減碼 |
| 25 | NBR | Nabors Industries Ltd. | -0.2% | -28.89% | 減碼 |
| 26 | XBFZX | Blackrock Ca Muni Inc Tr | -0.3% | -55.52% | 減碼 |
| 27 | FTHY | First Trust Hi Yld Opp 2027 | -0.3% | EXIT | 清倉 |
| 28 | NBXG | Neuberger Next Generation Co | -0.3% | -29.41% | 減碼 |
| 29 | ✓ | -0.3% | EXIT | 清倉 | |
| 30 | TWN | Taiwan Fund Inc/th/md-us Inc | -0.3% | -39.43% | 減碼 |
| 31 | ✓ | Bukit Jalil Gbl Acquisition | -0.4% | EXIT | 清倉 |
| 32 | RVT | Royce Small-cap Trust Inc | -0.4% | EXIT | 清倉 |
| 33 | FSK | Fs Kkr Capital CORP | -0.4% | -32.39% | 減碼 |
| 34 | ADX | Adams Diversified Equity | -0.5% | EXIT | 清倉 |
| 35 | ICMB | Investcorp Credit Management BDC, Inc. | -0.6% | EXIT | 清倉 |
| 36 | ✓ | Clearbridge Mlp And Midstrm | -0.7% | -90.70% | 減碼 |
| 37 | AIEV | Thunder Power Holdings Inc | -0.7% | EXIT | 清倉 |
| 38 | ✓ | Cartica Acquisition CORP | -0.7% | EXIT | 清倉 |
| 39 | FORL | Four Leaf Acquisition Cor-a | -0.8% | EXIT | 清倉 |
| 40 | NPACW | New Providence Acquisition Corp. III | -0.8% | EXIT | 清倉 |
| 41 | ✓ | Legato Merger CORP Iii | -0.9% | EXIT | 清倉 |
| 42 | ZTR | Virtus Total Return Fund Inc | -0.9% | -57.83% | 減碼 |
| 43 | BBDC | Barings Bdc Inc | -0.9% | EXIT | 清倉 |
| 44 | EMO | Clearbridge Energy Midstream | -1.4% | -87.58% | 減碼 |
| 45 | ✓ | -1.5% | EXIT | 清倉 | |
| 46 | ✓ | Ib Acquisition CORP | -1.5% | EXIT | 清倉 |
| 47 | ✓ | Screaming Eagle Acquisitn Co | -1.7% | EXIT | 清倉 |
| 48 | ✓ | Ap Acquisition CORP | -1.9% | EXIT | 清倉 |
| 49 | KTF | Dws Municipal Income Trust | -1.9% | -54.85% | 減碼 |
| 50 | TPL | Texas Pacific Land CORP | -2.5% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Bulldog Investors, LLP 在 Q2 2024 季度的美股持倉總市值約為 US$4.5億，共申報了 142 個公開持股部位。
在 Q2 2024 季度，Bulldog Investors, LLP 按市值排列的前三大核心持股分別為：STEW (6.7%)、GAM (6.0%)、CION (4.6%)。其中最大持股部位 STEW 佔據整體投資組合約 6.7% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
LIONHEART HOLDINGS
市值: US$507.0萬
本季最大獲利了結 / 清倉標的
TPL
前期市值: US$763.6萬
在 Q2 2024 季度中，Bulldog Investors, LLP 共進行了 49 項持倉異動，包含新建倉 9 個部位、加碼 8 個部位、減碼 15 個部位以及清倉 17 個部位。 其中最大新建倉標的為 LIONHEART HOLDINGS。 本季清倉部位包含 TPL。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。