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BlackRock Enhanced International Dividend Trust

80 hedge funds and large institutions have $212M invested in BlackRock Enhanced International Dividend Trust in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

8% more funds holding

Funds holding: 7480 (+6)

2% more capital invested

Capital invested by funds: $208M → $212M (+$4.28M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.12% less ownership

Funds ownership: 38.33%38.2% (-0.12%)

26% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 27

Holders
80
Holders Change
+6
Holders Change %
+8.11%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
20
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$47.4M +$1.37M +254,654 +3%
Wells Fargo
2
Wells Fargo
California
$44.7M +$2.49M +462,029 +6%
1CP
3
1607 Capital Partners
Virginia
$39.8M -$660K -122,475 -2%
KIM
4
Karpus Investment Management
New York
$15.5M -$496K -92,065 -3%
PPA
5
Parametric Portfolio Associates
Washington
$12M -$658K -122,052 -5%
RJA
6
Raymond James & Associates
Florida
$7.74M -$593K -109,988 -7%
Invesco
7
Invesco
Georgia
$7.62M -$587K -108,790 -7%
AAM
8
Advisors Asset Management
Colorado
$3.87M -$625K -115,972 -14%
GC
9
Guggenheim Capital
Illinois
$3.81M -$92.1K -17,089 -2%
FC
10
FCA Corp
Texas
$2.93M +$45.4K +8,413 +2%
Bank of America
11
Bank of America
North Carolina
$2.05M -$61.8K -11,459 -3%
AWA
12
Arete Wealth Advisors
Illinois
$2.02M -$128K -23,809 -6%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$2.01M -$102K -18,909 -4%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.98M +$92.1K +17,080 +5%
UBS Group
15
UBS Group
Switzerland
$1.8M +$615K +114,135 +50%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$1.74M -$1.12M -207,669 -39%
COLIM
17
City of London Investment Management
United Kingdom
$1.5M -$914K -169,602 -37%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.22M -$145K -26,884 -10%
PAG
19
Private Advisor Group
New Jersey
$968K
Osaic Holdings
20
Osaic Holdings
Arizona
$861K +$63.6K +11,795 +8%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$756K +$266K +49,396 +53%
CA
22
Corrado Advisors
New Jersey
$718K +$354K +65,740 +93%
CA
23
Cornerstone Advisors
North Carolina
$696K +$712K +132,000 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$678K +$67.2K +12,457 +11%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$645K +$14.8K +2,738 +2%

BGY Hedge Fund Activity: Q3 2020 in Review

80 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced International Dividend Trust (BGY) for Q3 2020, worth a combined $212M — up 2.1% from $208M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BGY positions and 4 closed out — a net gain of 6 holders — while 20 added to existing stakes and 27 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.49M. The largest seller was 1832 Asset Management, cutting an estimated $1.12M.

  • 80 institutional investors held BlackRock Enhanced International Dividend Trust (BGY) as of Q3 2020, up from 74 in Q2 2020.
  • Funds reported $212M of BlackRock Enhanced International Dividend Trust stock for Q3 2020, up 2.1% quarter-over-quarter.
  • 10 funds opened new BlackRock Enhanced International Dividend Trust positions in Q3 2020 and 4 closed out, a net change of +6 holders.
  • The largest BlackRock Enhanced International Dividend Trust buyer in Q3 2020 was Wells Fargo, an estimated $2.49M added.
  • The largest BlackRock Enhanced International Dividend Trust seller in Q3 2020 was 1832 Asset Management, an estimated $1.12M sold.

Based on aggregated 13F filings for Q3 2020.