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BlackRock Enhanced International Dividend Trust

84 hedge funds and large institutions have $261M invested in BlackRock Enhanced International Dividend Trust in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $239M → $261M (+$22.5M)

2.33% more ownership

Funds ownership: 38.7%41.04% (+2.3%)

1% more funds holding

Funds holding: 8384 (+1)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
84
Holders Change
+1
Holders Change %
+1.2%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
25
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$58.9M +$3.84M +644,009 +7%
Wells Fargo
2
Wells Fargo
California
$56.1M -$1.64M -274,355 -3%
1CP
3
1607 Capital Partners
Virginia
$36.1M -$7.81M -1,309,658 -18%
PPA
4
Parametric Portfolio Associates
Washington
$25.9M +$14.1M +2,358,281 +124%
KIM
5
Karpus Investment Management
New York
$18.2M -$456K -76,572 -2%
RJA
6
Raymond James & Associates
Florida
$9.23M +$100K +16,787 +1%
Invesco
7
Invesco
Georgia
$8.84M +$73.9K +12,397 +0.9%
Bank of America
8
Bank of America
North Carolina
$7.84M +$5.36M +899,205 +229%
GC
9
Guggenheim Capital
Illinois
$4.49M -$38.3K -6,429 -0.9%
CA
10
Corrado Advisors
New Jersey
$3.85M +$94.5K +15,846 +3%
FC
11
FCA Corp
Texas
$3.37M -$1.07K -179 -0%
WW
12
Waterfront Wealth
Kansas
$3.25M +$3.18M +533,862 New
AAM
13
Advisors Asset Management
Colorado
$3.01M -$687K -115,190 -19%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$2.42M +$81.4K +13,648 +4%
AWA
15
Arete Wealth Advisors
Illinois
$2.31M +$54.4K +9,133 +2%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$2.02M
UBS Group
17
UBS Group
Switzerland
$1.65M -$18.4K -3,093 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.43M +$27.9K +4,673 +2%
PAG
19
Private Advisor Group
New Jersey
$1.09M -$2.98K -500 -0.3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$986K +$180K +30,245 +23%
Osaic Holdings
21
Osaic Holdings
Arizona
$923K -$23.3K -3,911 -3%
Ameriprise
22
Ameriprise
Minnesota
$885K +$442K +74,103 +104%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$750K -$620 -104 -0.1%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$681K +$47.7K +8,002 +8%
COLIM
25
City of London Investment Management
United Kingdom
$560K

BGY Hedge Fund Activity: Q1 2021 in Review

84 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced International Dividend Trust (BGY) for Q1 2021, worth a combined $261M — up 9.4% from $239M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BGY positions and 10 closed out — a net gain of 1 holder — while 25 added to existing stakes and 21 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $14.1M. The largest seller was 1607 Capital Partners, cutting an estimated $7.81M.

  • 84 institutional investors held BlackRock Enhanced International Dividend Trust (BGY) as of Q1 2021, up from 83 in Q4 2020.
  • Funds reported $261M of BlackRock Enhanced International Dividend Trust stock for Q1 2021, up 9.4% quarter-over-quarter.
  • 11 funds opened new BlackRock Enhanced International Dividend Trust positions in Q1 2021 and 10 closed out, a net change of +1 holder.
  • The largest BlackRock Enhanced International Dividend Trust buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $14.1M added.
  • The largest BlackRock Enhanced International Dividend Trust seller in Q1 2021 was 1607 Capital Partners, an estimated $7.81M sold.

Based on aggregated 13F filings for Q1 2021.