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BlackRock Enhanced International Dividend Trust

74 hedge funds and large institutions have $184M invested in BlackRock Enhanced International Dividend Trust in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

1.97% more ownership

Funds ownership: 26.58%28.55% (+2%)

1% more capital invested

Capital invested by funds: $182M → $184M (+$1.4M)

3% less funds holding

Funds holding: 7674 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
74
Holders Change
-2
Holders Change %
-2.63%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
29
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$51.2M -$5.95M -1,044,566 -11%
Wells Fargo
2
Wells Fargo
California
$42.1M +$9.57M +1,679,870 +31%
KIM
3
Karpus Investment Management
New York
$12.8M +$7.38M +1,295,748 +149%
1CP
4
1607 Capital Partners
Virginia
$12.7M +$528K +92,600 +5%
UBS Group
5
UBS Group
Switzerland
$11.6M -$2.28M -401,038 -17%
Bank of America
6
Bank of America
North Carolina
$9.22M -$593K -103,994 -6%
Invesco
7
Invesco
Georgia
$6.82M +$96.8K +16,996 +1%
AAM
8
Advisors Asset Management
Colorado
$4.02M -$1.12M -196,011 -22%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$3.98M
JWM
10
Jacobus Wealth Management
Wisconsin
$3.74M +$139K +24,384 +4%
WAM
11
Wolverine Asset Management
Illinois
$2.62M +$501K +87,871 +25%
Stifel Financial
12
Stifel Financial
Missouri
$1.9M +$162K +28,361 +10%
FC
13
FCA Corp
Texas
$1.86M +$186K +32,609 +12%
EDRIA
14
Edmonds Duncan Registered Investment Advisors
Kansas
$1.82M +$106K +18,597 +6%
AWA
15
Arete Wealth Advisors
Illinois
$1.61M +$959K +168,341 +162%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$1.49M +$1.43M +251,000 New
LPL Financial
17
LPL Financial
California
$1.4M +$30.4K +5,339 +2%
LCM
18
Landscape Capital Management
New Jersey
$1.19M +$140K +24,605 +14%
Lazard Asset Management
19
Lazard Asset Management
New York
$1.14M -$91.2K -16,000 -8%
SFS
20
Shaker Financial Services
Virginia
$1.04M -$164K -28,843 -14%
DA
21
Doliver Advisors
Texas
$924K -$54K -9,473 -6%
PPA
22
Parametric Portfolio Associates
Washington
$920K +$26.1K +4,587 +3%
CRC
23
Curi RMB Capital
Illinois
$712K +$540K +94,731 +371%
HCM
24
Hollencrest Capital Management
California
$495K
LWM
25
Lyons Wealth Management
Florida
$460K -$3.04K -534 -0.7%

BGY Hedge Fund Activity: Q1 2016 in Review

74 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced International Dividend Trust (BGY) for Q1 2016, worth a combined $184M — up 0.77% from $182M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BGY and 7 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 29 added.

The largest buyer was Wells Fargo, adding an estimated $9.57M. The largest seller was Morgan Stanley, cutting an estimated $5.95M.

  • 74 institutional investors held BlackRock Enhanced International Dividend Trust (BGY) as of Q1 2016, down from 76 in Q4 2015.
  • Funds reported $184M of BlackRock Enhanced International Dividend Trust stock for Q1 2016, up 0.77% quarter-over-quarter.
  • 7 funds opened new BlackRock Enhanced International Dividend Trust positions in Q1 2016 and 9 closed out, a net change of -2 holders.
  • The largest BlackRock Enhanced International Dividend Trust buyer in Q1 2016 was Wells Fargo, an estimated $9.57M added.
  • The largest BlackRock Enhanced International Dividend Trust seller in Q1 2016 was Morgan Stanley, an estimated $5.95M sold.

Based on aggregated 13F filings for Q1 2016.