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BlackRock Enhanced International Dividend Trust

92 hedge funds and large institutions have $216M invested in BlackRock Enhanced International Dividend Trust in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

2% more funds holding

Funds holding: 9092 (+2)

1.34% more ownership

Funds ownership: 40.25%41.59% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $228M → $216M (-$12.2M)

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
33
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
51
Nations Financial Group
Iowa
$112K +$8.35K +1,583 +8%
EC
52
Elequin Capital
New York
$111K -$169K -32,123 -59%
PWPS
53
Pinnacle Wealth Planning Services
Ohio
$109K
Fisher Asset Management
54
Fisher Asset Management
Washington
$106K +$113K +21,340 New
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$104K +$3.44K +653 +3%
HighTower Advisors
56
HighTower Advisors
Illinois
$89K +$11 +2 +0%
Stifel Financial
57
Stifel Financial
Missouri
$87.8K -$1.05K -200 -1%
PWM
58
Perigon Wealth Management
California
$87.1K -$8.7K -1,650 -9%
DWP
59
Daymark Wealth Partners
Ohio
$84.8K
BCA
60
Bay Colony Advisors
Massachusetts
$84.8K +$1.71K +325 +2%
IAS
61
Insigneo Advisory Services
Florida
$81.3K
Jane Street
62
Jane Street
New York
$76.5K +$8.16K +1,547 +11%
GIA
63
Gladstone Institutional Advisory
Florida
$73.9K
JP Morgan Chase
64
JP Morgan Chase
New York
$73.5K -$42.8K -8,115 -36%
KS
65
Karpas Strategies
Connecticut
$73.2K +$1.43K +271 +2%
NA
66
NewEdge Advisors
Louisiana
$66.5K +$2.11K +400 +3%
CA
67
Cetera Advisors
Colorado
$57.4K +$60.7K +11,502 New
WA
68
WealthTrust Axiom
Pennsylvania
$52.4K
C
69
Certuity
Florida
$52K
HF
70
HRT Financial
New York
$50K -$90.7K -17,195 -63%
RWP
71
Ridgecrest Wealth Partners
California
$49.9K
RIG
72
RiverFront Investment Group
Virginia
$49.9K +$52.7K +10,000 New
WAM
73
Wolverine Asset Management
Illinois
$40.2K -$464 -88 -1%
BFEC
74
Benjamin F. Edwards & Company
Missouri
$33K +$2.9K +550 +9%
NS
75
NBC Securities
Alabama
$29K +$30.8K +5,844 New

BGY Hedge Fund Activity: Q3 2023 in Review

92 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced International Dividend Trust (BGY) for Q3 2023, worth a combined $216M — down 5.3% from $228M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BGY positions and 8 closed out — a net gain of 2 holders — while 33 added to existing stakes and 29 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $4.39M. The largest seller was 1607 Capital Partners, cutting an estimated $2.31M.

  • 92 institutional investors held BlackRock Enhanced International Dividend Trust (BGY) as of Q3 2023, up from 90 in Q2 2023.
  • Funds reported $216M of BlackRock Enhanced International Dividend Trust stock for Q3 2023, down 5.3% quarter-over-quarter.
  • 10 funds opened new BlackRock Enhanced International Dividend Trust positions in Q3 2023 and 8 closed out, a net change of +2 holders.
  • The largest BlackRock Enhanced International Dividend Trust buyer in Q3 2023 was Allspring Global Investments, an estimated $4.39M added.
  • The largest BlackRock Enhanced International Dividend Trust seller in Q3 2023 was 1607 Capital Partners, an estimated $2.31M sold.

Based on aggregated 13F filings for Q3 2023.