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BlackRock Enhanced International Dividend Trust

86 hedge funds and large institutions have $179M invested in BlackRock Enhanced International Dividend Trust in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

4% more funds holding

Funds holding: 8386 (+3)

1.74% more ownership

Funds ownership: 35.3%37.04% (+1.7%)

10% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 29

20% less capital invested

Capital invested by funds: $224M → $179M (-$44.3M)

Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
1.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
26
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$41.8M -$2.2M -410,355 -4%
1CP
2
1607 Capital Partners
Virginia
$32M +$3.25M +606,563 +9%
Wells Fargo
3
Wells Fargo
California
$31M -$783K -146,005 -2%
KIM
4
Karpus Investment Management
New York
$14.4M +$10.9M +2,029,879 +174%
PPA
5
Parametric Portfolio Associates
Washington
$10.5M +$825K +153,786 +7%
Invesco
6
Invesco
Georgia
$7.21M -$83.9K -15,650 -1%
GC
7
Guggenheim Capital
Illinois
$6.13M +$310K +57,778 +4%
RJA
8
Raymond James & Associates
Florida
$5.21M +$4.66M +869,264 +301%
AAM
9
Advisors Asset Management
Colorado
$3.66M -$401K -74,799 -8%
FC
10
FCA Corp
Texas
$2.47M -$77.4K -14,439 -3%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$2.46M +$34.3K +6,390 +1%
Bank of America
12
Bank of America
North Carolina
$2.35M +$54.5K +10,161 +2%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$2.22M -$144K -26,911 -5%
AWA
14
Arete Wealth Advisors
Illinois
$1.76M +$189K +35,276 +10%
UBS Group
15
UBS Group
Switzerland
$1.48M -$816K -152,121 -32%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$1.42M +$139K +25,996 +9%
RCM
17
Rivernorth Capital Management
Florida
$1.28M +$410K +76,386 +37%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.05M -$78.2K -14,576 -6%
PAG
19
Private Advisor Group
New Jersey
$813K +$297K +55,300 +44%
Osaic Holdings
20
Osaic Holdings
Arizona
$735K +$886K +165,291 New
Ameriprise
21
Ameriprise
Minnesota
$644K +$122K +22,676 +18%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$544K -$137K -25,489 -17%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$541K +$644K +120,177 New
COLIM
24
City of London Investment Management
United Kingdom
$488K -$5.63M -1,049,464 -91%
PWPS
25
Pinnacle Wealth Planning Services
Ohio
$477K -$4.09K -763 -0.7%

BGY Hedge Fund Activity: Q1 2020 in Review

86 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced International Dividend Trust (BGY) for Q1 2020, worth a combined $179M — down 20% from $224M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BGY positions and 13 closed out — a net gain of 5 holders — while 26 added to existing stakes and 29 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $10.9M. The largest seller was City of London Investment Management, cutting an estimated $5.63M.

  • 86 institutional investors held BlackRock Enhanced International Dividend Trust (BGY) as of Q1 2020, up from 83 in Q4 2019.
  • Funds reported $179M of BlackRock Enhanced International Dividend Trust stock for Q1 2020, down 20% quarter-over-quarter.
  • 18 funds opened new BlackRock Enhanced International Dividend Trust positions in Q1 2020 and 13 closed out, a net change of +5 holders.
  • The largest BlackRock Enhanced International Dividend Trust buyer in Q1 2020 was Karpus Investment Management, an estimated $10.9M added.
  • The largest BlackRock Enhanced International Dividend Trust seller in Q1 2020 was City of London Investment Management, an estimated $5.63M sold.

Based on aggregated 13F filings for Q1 2020.