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BlackRock Enhanced International Dividend Trust

66 hedge funds and large institutions have $186M invested in BlackRock Enhanced International Dividend Trust in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

Capital invested by funds: $186M → $186M (-$284K)

0.7% less ownership

Funds ownership: 23.87%23.17% (-0.7%)

8% less funds holding

Funds holding: 7266 (-6)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

31% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 26

Holders
66
Holders Change
-6
Holders Change %
-8.33%
% of All Funds
1.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
26
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$65.4M +$7.12M +961,837 +12%
UBS Group
2
UBS Group
Switzerland
$22.3M +$3.05M +412,688 +16%
Wells Fargo
3
Wells Fargo
California
$20M -$1.93M -260,885 -9%
1CP
4
1607 Capital Partners
Virginia
$15.1M -$719K -97,252 -4%
AAM
5
Advisors Asset Management
Colorado
$14.5M -$4.95M -669,598 -25%
Bank of America
6
Bank of America
North Carolina
$11.6M +$1.61M +216,981 +16%
Invesco
7
Invesco
Georgia
$10.9M -$1.77M -239,220 -14%
JWM
8
Jacobus Wealth Management
Wisconsin
$4.77M +$319K +43,140 +7%
VIA
9
Vident Investment Advisory
Georgia
$3.81M +$3.86M +522,006 New
KIM
10
Karpus Investment Management
New York
$3.05M -$6.43M -869,582 -68%
PPA
11
Parametric Portfolio Associates
Washington
$1.92M -$2.08M -281,822 -52%
FC
12
FCA Corp
Texas
$1.64M +$75.5K +10,204 +5%
Lazard Asset Management
13
Lazard Asset Management
New York
$1.51M -$200K -27,000 -12%
LPL Financial
14
LPL Financial
California
$976K +$90.4K +12,224 +10%
HCM
15
Hollencrest Capital Management
California
$609K
WEC
16
Winslow Evans & Crocker
Massachusetts
$535K -$49.9K -6,750 -8%
LWM
17
Lyons Wealth Management
Florida
$512K -$11.6K -1,568 -2%
Goldman Sachs
18
Goldman Sachs
New York
$459K +$280K +37,900 +152%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$424K -$19.5K -2,642 -4%
UFA
20
US Financial Advisors
Massachusetts
$399K +$405K +54,765 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$391K +$49K +6,618 +14%
GC
22
Guggenheim Capital
Illinois
$339K -$7.04K -951 -2%
OC
23
Oppenheimer & Co
New York
$326K -$8.58K -1,160 -3%
AIG
24
American International Group
New York
$308K +$11.1K +1,500 +4%
M&T Bank
25
M&T Bank
New York
$308K -$5.18K -700 -2%

BGY Hedge Fund Activity: Q2 2015 in Review

66 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced International Dividend Trust (BGY) for Q2 2015, worth a combined $186M — down 0.15% from $186M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of BGY and 11 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 18 added.

The largest buyer was Morgan Stanley, adding an estimated $7.12M. The largest seller was Karpus Investment Management, cutting an estimated $6.43M.

  • 66 institutional investors held BlackRock Enhanced International Dividend Trust (BGY) as of Q2 2015, down from 72 in Q1 2015.
  • Funds reported $186M of BlackRock Enhanced International Dividend Trust stock for Q2 2015, down 0.15% quarter-over-quarter.
  • 11 funds opened new BlackRock Enhanced International Dividend Trust positions in Q2 2015 and 15 closed out, a net change of -4 holders.
  • The largest BlackRock Enhanced International Dividend Trust buyer in Q2 2015 was Morgan Stanley, an estimated $7.12M added.
  • The largest BlackRock Enhanced International Dividend Trust seller in Q2 2015 was Karpus Investment Management, an estimated $6.43M sold.

Based on aggregated 13F filings for Q2 2015.