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BlackRock Enhanced International Dividend Trust

83 hedge funds and large institutions have $224M invested in BlackRock Enhanced International Dividend Trust in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 19

11% more capital invested

Capital invested by funds: $202M → $224M (+$21.6M)

0.58% more ownership

Funds ownership: 34.72%35.3% (+0.58%)

7% less funds holding

Funds holding: 8983 (-6)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

Holders
83
Holders Change
-6
Holders Change %
-6.74%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
34
Reduced
19
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$57.1M +$3.24M +582,556 +6%
Wells Fargo
2
Wells Fargo
California
$41.4M -$707K -127,372 -2%
1CP
3
1607 Capital Partners
Virginia
$38.3M +$169K +30,438 +0.5%
PPA
4
Parametric Portfolio Associates
Washington
$12.9M -$68K -12,243 -0.6%
Invesco
5
Invesco
Georgia
$9.53M +$608K +109,519 +7%
GC
6
Guggenheim Capital
Illinois
$7.68M +$1.53M +275,201 +27%
KIM
7
Karpus Investment Management
New York
$6.85M -$33.7K -6,067 -0.5%
COLIM
8
City of London Investment Management
United Kingdom
$6.8M -$4.54M -817,237 -41%
AAM
9
Advisors Asset Management
Colorado
$5.23M +$231K +41,620 +5%
FC
10
FCA Corp
Texas
$3.31M +$318K +57,257 +11%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$3.11M +$35.1K +6,322 +1%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$3.06M +$2.89M +520,030 New
Bank of America
13
Bank of America
North Carolina
$3.01M -$203K -36,500 -7%
UBS Group
14
UBS Group
Switzerland
$2.83M +$874K +157,406 +49%
AWA
15
Arete Wealth Advisors
Illinois
$2.1M -$2.96K -533 -0.1%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$1.71M +$142K +25,512 +10%
RJA
17
Raymond James & Associates
Florida
$1.7M +$1.1M +198,246 +218%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.46M +$25.7K +4,636 +2%
RCM
19
Rivernorth Capital Management
Florida
$1.23M +$411K +74,063 +55%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$986K +$201K +36,205 +28%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$862K +$13.3K +2,388 +2%
PAG
22
Private Advisor Group
New Jersey
$739K +$78K +14,050 +13%
Ameriprise
23
Ameriprise
Minnesota
$724K +$18.4K +3,308 +3%
PWPS
24
Pinnacle Wealth Planning Services
Ohio
$629K +$12.1K +2,177 +2%
LCM
25
Landscape Capital Management
New Jersey
$605K +$199K +35,867 +54%

BGY Hedge Fund Activity: Q4 2019 in Review

83 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced International Dividend Trust (BGY) for Q4 2019, worth a combined $224M — up 11% from $202M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BGY and 11 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 34 added.

The largest buyer was Morgan Stanley, adding an estimated $3.24M. The largest seller was City of London Investment Management, cutting an estimated $4.54M.

  • 83 institutional investors held BlackRock Enhanced International Dividend Trust (BGY) as of Q4 2019, down from 89 in Q3 2019.
  • Funds reported $224M of BlackRock Enhanced International Dividend Trust stock for Q4 2019, up 11% quarter-over-quarter.
  • 11 funds opened new BlackRock Enhanced International Dividend Trust positions in Q4 2019 and 16 closed out, a net change of -5 holders.
  • The largest BlackRock Enhanced International Dividend Trust buyer in Q4 2019 was Morgan Stanley, an estimated $3.24M added.
  • The largest BlackRock Enhanced International Dividend Trust seller in Q4 2019 was City of London Investment Management, an estimated $4.54M sold.

Based on aggregated 13F filings for Q4 2019.