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BlackRock Enhanced International Dividend Trust

82 hedge funds and large institutions have $195M invested in BlackRock Enhanced International Dividend Trust in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

8% more funds holding

Funds holding: 7682 (+6)

0% more capital invested

Capital invested by funds: $194M → $195M (+$890K)

0.2% more ownership

Funds ownership: 31.05%31.24% (+0.2%)

Holders
82
Holders Change
+6
Holders Change %
+7.89%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
32
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$53M -$1.25M -217,341 -2%
Wells Fargo
2
Wells Fargo
California
$45.8M -$308K -53,447 -0.7%
1CP
3
1607 Capital Partners
Virginia
$21.8M +$862K +149,300 +4%
Invesco
4
Invesco
Georgia
$10.6M +$824K +142,789 +8%
PPA
5
Parametric Portfolio Associates
Washington
$9.75M +$2.94M +509,025 +43%
Bank of America
6
Bank of America
North Carolina
$7.03M +$375K +64,898 +6%
CRC
7
Curi RMB Capital
Illinois
$4.22M +$46.5K +8,048 +1%
GC
8
Guggenheim Capital
Illinois
$4.16M +$1.5M +259,877 +56%
AAM
9
Advisors Asset Management
Colorado
$3.75M +$243K +42,157 +7%
EDRIA
10
Edmonds Duncan Registered Investment Advisors
Kansas
$3.41M +$50.4K +8,740 +1%
WAM
11
Wolverine Asset Management
Illinois
$3.4M +$394K +68,237 +13%
FC
12
FCA Corp
Texas
$2.92M +$36.1K +6,262 +1%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$2.89M -$480K -83,190 -14%
UBS Group
14
UBS Group
Switzerland
$2.88M -$3.34M -578,889 -54%
AWA
15
Arete Wealth Advisors
Illinois
$2.8M +$221K +38,224 +8%
DA
16
Doliver Advisors
Texas
$1.25M +$146K +25,320 +13%
CA
17
Cornerstone Advisors
North Carolina
$1.09M +$1.1M +190,296 New
OFG
18
OTA Financial Group
New York
$1.06M
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.03M +$288K +49,865 +38%
NMC
20
Nine Masts Capital
Hong Kong
$981K +$626K +108,500 +173%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$886K +$164K +28,357 +22%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$845K +$337K +58,373 +65%
PWPS
23
Pinnacle Wealth Planning Services
Ohio
$759K -$32.6K -5,655 -4%
BC
24
Brinker Capital
Pennsylvania
$697K +$333K +57,664 +90%
Ameriprise
25
Ameriprise
Minnesota
$570K +$66.7K +11,564 +13%

BGY Hedge Fund Activity: Q3 2018 in Review

82 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced International Dividend Trust (BGY) for Q3 2018, worth a combined $195M — up 0.46% from $194M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BGY positions and 8 closed out — a net gain of 6 holders — while 32 added to existing stakes and 18 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $2.94M. The largest seller was UBS Group, cutting an estimated $3.34M.

  • 82 institutional investors held BlackRock Enhanced International Dividend Trust (BGY) as of Q3 2018, up from 76 in Q2 2018.
  • Funds reported $195M of BlackRock Enhanced International Dividend Trust stock for Q3 2018, up 0.46% quarter-over-quarter.
  • 14 funds opened new BlackRock Enhanced International Dividend Trust positions in Q3 2018 and 8 closed out, a net change of +6 holders.
  • The largest BlackRock Enhanced International Dividend Trust buyer in Q3 2018 was Parametric Portfolio Associates, an estimated $2.94M added.
  • The largest BlackRock Enhanced International Dividend Trust seller in Q3 2018 was UBS Group, an estimated $3.34M sold.

Based on aggregated 13F filings for Q3 2018.