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BlackRock Enhanced International Dividend Trust

72 hedge funds and large institutions have $186M invested in BlackRock Enhanced International Dividend Trust in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $182M → $186M (+$4.01M)

0.72% less ownership

Funds ownership: 24.59%23.87% (-0.72%)

5% less funds holding

Funds holding: 7672 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

25% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 28

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
72
Holders Change
-4
Holders Change %
-5.26%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
21
Reduced
28
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oppenheimer & Co
New York
$326K -$23.8K -3,409 -7%
RJA
27
Raymond James & Associates
Florida
$312K -$6.93K -992 -2%
PFS
28
Prospera Financial Services
Texas
$305K +$41.9K +6,000 +16%
M&T Bank
29
M&T Bank
New York
$304K +$48.9K +7,002 +19%
HighTower Advisors
30
HighTower Advisors
Illinois
$299K +$295K +42,196 New
AIG
31
American International Group
New York
$289K -$2.18K -312 -0.8%
KIA
32
King Investment Advisors
Texas
$278K
TCM
33
Traynor Capital Management
Pennsylvania
$218K -$21.7K -3,102 -9%
GEM
34
Global Endowment Management
North Carolina
$213K
BRWA
35
B. Riley Wealth Advisors
Florida
$183K -$12.1K -1,736 -6%
BlackRock
36
BlackRock
New York
$181K
Goldman Sachs
37
Goldman Sachs
New York
$177K -$78K -11,160 -31%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$176K -$1.35K -193 -0.8%
C
39
CFO4Life
Texas
$150K +$3.02K +432 +2%
Stifel Financial
40
Stifel Financial
Missouri
$149K -$67.7K -9,680 -32%
FTI
41
Fiduciary Trust International
Massachusetts
$132K
SS
42
Sunbelt Securities
Texas
$102K +$8.74K +1,250 +9%
ICAS
43
Investors Capital Advisory Services
Massachusetts
$99K -$1.05K -150 -1%
RVP
44
Relative Value Partners
Illinois
$95K
B
45
Baird
Wisconsin
$92K
PAG
46
Private Advisor Group
New Jersey
$89K -$30.4K -4,345 -26%
Citigroup
47
Citigroup
New York
$62K +$7.54K +1,079 +14%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$57K -$69.8K -9,989 -55%
Federated Hermes
49
Federated Hermes
Pennsylvania
$44K +$42.9K +6,139 New
WA
50
WFG Advisors
Texas
$42K +$21.6K +3,091 +110%

BGY Hedge Fund Activity: Q1 2015 in Review

72 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced International Dividend Trust (BGY) for Q1 2015, worth a combined $186M — up 2.2% from $182M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BGY and 10 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 21 added.

The largest buyer was Karpus Investment Management, adding an estimated $4.15M. The largest seller was Advisors Asset Management, cutting an estimated $4.64M.

  • 72 institutional investors held BlackRock Enhanced International Dividend Trust (BGY) as of Q1 2015, down from 76 in Q4 2014.
  • Funds reported $186M of BlackRock Enhanced International Dividend Trust stock for Q1 2015, up 2.2% quarter-over-quarter.
  • 10 funds opened new BlackRock Enhanced International Dividend Trust positions in Q1 2015 and 13 closed out, a net change of -3 holders.
  • The largest BlackRock Enhanced International Dividend Trust buyer in Q1 2015 was Karpus Investment Management, an estimated $4.15M added.
  • The largest BlackRock Enhanced International Dividend Trust seller in Q1 2015 was Advisors Asset Management, an estimated $4.64M sold.

Based on aggregated 13F filings for Q1 2015.