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BlackRock Enhanced International Dividend Trust

89 hedge funds and large institutions have $202M invested in BlackRock Enhanced International Dividend Trust in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

7% more funds holding

Funds holding: 8389 (+6)

0.69% more ownership

Funds ownership: 34.03%34.72% (+0.69%)

2% less capital invested

Capital invested by funds: $206M → $202M (-$3.69M)

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
29
Reduced
20
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
$49.4M -$282K -51,546 -0.6%
Wells Fargo
2
Wells Fargo
California
$38.8M -$7.99M -1,460,185 -17%
1CP
3
1607 Capital Partners
Virginia
$35.1M +$2.37M +433,910 +7%
PPA
4
Parametric Portfolio Associates
Washington
$11.9M +$778K +142,108 +7%
COLIM
5
City of London Investment Management
United Kingdom
$10.7M +$869K +158,855 +9%
Invesco
6
Invesco
Georgia
$8.19M +$83.5K +15,265 +1%
KIM
7
Karpus Investment Management
New York
$6.35M +$339K +61,953 +6%
GC
8
Guggenheim Capital
Illinois
$5.59M +$907K +165,834 +19%
AAM
9
Advisors Asset Management
Colorado
$4.6M +$1.05M +192,112 +29%
Bank of America
10
Bank of America
North Carolina
$2.98M -$3.55K -649 -0.1%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$2.83M +$51.9K +9,492 +2%
FC
12
FCA Corp
Texas
$2.74M -$1.85K -338 -0.1%
WAM
13
Wolverine Asset Management
Illinois
$2.57M +$2.53M +461,782 +4,197%
AWA
14
Arete Wealth Advisors
Illinois
$1.94M +$23.2K +4,248 +1%
UBS Group
15
UBS Group
Switzerland
$1.75M -$1.89K -345 -0.1%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$1.44M +$167K +30,609 +13%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.32M +$680K +124,231 +104%
CRC
18
Curi RMB Capital
Illinois
$977K +$349K +63,730 +55%
SFS
19
Shaker Financial Services
Virginia
$818K +$646K +118,128 +364%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$782K +$5.06K +924 +0.6%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$712K +$116K +21,275 +19%
Ameriprise
22
Ameriprise
Minnesota
$650K +$15.4K +2,812 +2%
PAG
23
Private Advisor Group
New Jersey
$611K +$93.8K +17,150 +18%
PWPS
24
Pinnacle Wealth Planning Services
Ohio
$568K -$18.7K -3,419 -3%
RJA
25
Raymond James & Associates
Florida
$493K -$969 -177 -0.2%

BGY Hedge Fund Activity: Q3 2019 in Review

89 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced International Dividend Trust (BGY) for Q3 2019, worth a combined $202M — down 1.8% from $206M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BGY positions and 8 closed out — a net gain of 6 holders — while 29 added to existing stakes and 20 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $2.53M. The largest seller was Wells Fargo, cutting an estimated $7.99M.

  • 89 institutional investors held BlackRock Enhanced International Dividend Trust (BGY) as of Q3 2019, up from 83 in Q2 2019.
  • Funds reported $202M of BlackRock Enhanced International Dividend Trust stock for Q3 2019, down 1.8% quarter-over-quarter.
  • 14 funds opened new BlackRock Enhanced International Dividend Trust positions in Q3 2019 and 8 closed out, a net change of +6 holders.
  • The largest BlackRock Enhanced International Dividend Trust buyer in Q3 2019 was Wolverine Asset Management, an estimated $2.53M added.
  • The largest BlackRock Enhanced International Dividend Trust seller in Q3 2019 was Wells Fargo, an estimated $7.99M sold.

Based on aggregated 13F filings for Q3 2019.