CEF Radar

Measured conclusion: Deep-tested. L2 outcome: tools_ok.

U.S. closed-end funds from SEC filings: activist stakes, tender offers, votes, costs, holdings.

Add to your agent

Copy this into your MCP client config:

{
  "mcpServers": {
    "CEF Radar": {
      "url": "https://cefradar.com/mcp",
      "transport": "streamable-http"
    }
  }
}

Measured tools (9)

• search_funds read-only

  Finds a U.S. closed-end fund by its ticker, its name or the firm that runs it and returns up to 6 matches with a link to each fund's page, from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.

  Parameters:

  • query (required) — string — Ticker, fund name or the firm that runs it, e.g. JOF or 'japan smaller'.

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• get_fund read-only

  Tells you, in plain words, whether a large investor is targeting a U.S. closed-end fund, whether the fund has announced something you must act on and by when, what it costs, how much it borrows, how big it is and what it holds, from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.

  Parameters:

  • ticker (required) — string — The fund's exchange ticker, e.g. JOF (use search_funds when you only know the name).

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• get_fund_events read-only

  Lists one closed-end fund's dated announcements a holder may need to act on (offers to buy back shares, shareholder votes, closings, mergers, offers of new shares, payout notices) with the deadline and what to do, from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.

  Parameters:

  • ticker (required) — string — The fund's exchange ticker, e.g. JOF (use search_funds when you only know the name).
  • months — integer — How many months back to look, 1 to 120 (default 24).

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• get_fund_holdings read-only

  Describes what a closed-end fund holds - the mix by type of holding and country and its largest positions - from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.

  Parameters:

  • ticker (required) — string — The fund's exchange ticker, e.g. JOF (use search_funds when you only know the name).

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• list_events read-only

  Lists recent announcements across all U.S. closed-end funds (buy-back offers, votes, closings, mergers, offers of new shares, payout notices), newest first, each with the fund, the deadline and what to do, from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.

  Parameters:

  • kind — Only one kind of announcement, written as its code: tender_offer (offer to buy back shares), tender_update (buy-back offer updated), tender_result (buy-back offer results), proxy_contest (a fight over the shareholder vote), liquidation (closing down), open_ending (vote on becoming a regular mutual fund), term_change (vote on the fund's planned closing date), merger (folding into another fund), merger_acquirer (taking in another fund), rights_offering (offer of more shares to holders), share_offering (may sell new shares), managed_distribution (fixed payout notice), preferred_redemption (repaying borrowed money), deregistration (stopped reporting to the regulator), delisting (shares no longer trade).
  • since — Only announcements filed on or after this date, written YYYY-MM-DD.
  • only_open — boolean — True = only announcements a holder can still act on.

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• list_activists read-only

  Lists the large investors we follow - those who buy into closed-end funds and sometimes push for changes - with how many funds each is in now and its newest move, from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• get_activist read-only

  Describes one large investor in plain words: how many funds it is in and where it is pushing for changes, what it usually does, the funds it has left and its recent moves, from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.

  Parameters:

  • slug (required) — string — The investor's short name from list_activists, e.g. saba.

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• latest_filings read-only

  Lists the newest notices large investors filed about owning 5% or more of a fund (raised or cut a stake, may push for changes, passive, sold down), one plain sentence each, from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.

  Parameters:

  • days — integer — How many days back to look, 1 to 365 (default 7).
  • cef_only — boolean — True (default) = closed-end funds only; False = companies too.

  Hints: read-only yes · destructive no · idempotent yes · open-world no

• which_funds_hold read-only

  Lists every U.S. closed-end fund whose latest quarterly holdings report includes a company or bond you name (or its CUSIP or ISIN), with each fund's share of it and the report date, from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.

  Parameters:

  • query (required) — string — A company or bond name as printed on a statement, or its CUSIP or ISIN, e.g. 'apple'.

  Hints: read-only yes · destructive no · idempotent yes · open-world no

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