We are live on ! Find out more
BGY icon

BlackRock Enhanced International Dividend Trust

91 hedge funds and large institutions have $240M invested in BlackRock Enhanced International Dividend Trust in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

14% more funds holding

Funds holding: 8091 (+11)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

1% less capital invested

Capital invested by funds: $242M → $240M (-$1.95M)

1.22% less ownership

Funds ownership: 37.81%36.59% (-1.2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
91
Holders Change
+11
Holders Change %
+13.75%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
23
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$67.9M +$1.69M +271,871 +3%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$40.1M +$39.7M +6,386,652 New
1CP
3
1607 Capital Partners
Virginia
$25.7M -$2.23M -359,341 -8%
PPA
4
Parametric Portfolio Associates
Washington
$23M -$30.2K -4,864 -0.1%
Invesco
5
Invesco
Georgia
$10.5M +$907K +146,067 +10%
Bank of America
6
Bank of America
North Carolina
$10.5M -$33.7K -5,433 -0.3%
RJA
7
Raymond James & Associates
Florida
$9.66M +$267K +42,937 +3%
Wells Fargo
8
Wells Fargo
California
$8.5M -$45.3M -7,286,501 -84%
WW
9
Waterfront Wealth
Kansas
$4.98M +$90.1K +14,509 +2%
CA
10
Corrado Advisors
New Jersey
$3.87M +$40.1K +6,464 +1%
GC
11
Guggenheim Capital
Illinois
$3.59M -$984K -158,489 -22%
KIM
12
Karpus Investment Management
New York
$3.06M -$23.6K -3,803 -0.8%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$3.04M +$240K +38,696 +9%
AWA
14
Arete Wealth Advisors
Illinois
$2.75M +$133K +21,380 +5%
AAM
15
Advisors Asset Management
Colorado
$2.56M +$402K +64,795 +19%
SFS
16
Shaker Financial Services
Virginia
$2.55M -$693K -111,659 -22%
UBS Group
17
UBS Group
Switzerland
$1.68M -$48.5K -7,801 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.63M +$63.8K +10,269 +4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.57M -$174K -27,989 -10%
PAG
20
Private Advisor Group
New Jersey
$1.02M -$982K -158,165 -49%
Walleye Capital
21
Walleye Capital
New York
$1.01M +$97K +15,612 +11%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$867K +$75.3K +12,121 +10%
Osaic Holdings
23
Osaic Holdings
Arizona
$840K -$105K -16,947 -11%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$769K +$42.9K +6,904 +7%
Ameriprise
25
Ameriprise
Minnesota
$768K -$16.8K -2,701 -2%

BGY Hedge Fund Activity: Q4 2021 in Review

91 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced International Dividend Trust (BGY) for Q4 2021, worth a combined $240M — down 0.81% from $242M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BGY positions and 9 closed out — a net gain of 12 holders — while 23 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.69M. The largest seller was Wells Fargo, cutting an estimated $45.3M.

  • 91 institutional investors held BlackRock Enhanced International Dividend Trust (BGY) as of Q4 2021, up from 80 in Q3 2021.
  • Funds reported $240M of BlackRock Enhanced International Dividend Trust stock for Q4 2021, down 0.81% quarter-over-quarter.
  • 21 funds opened new BlackRock Enhanced International Dividend Trust positions in Q4 2021 and 9 closed out, a net change of +12 holders.
  • The largest BlackRock Enhanced International Dividend Trust buyer in Q4 2021 was Morgan Stanley, an estimated $1.69M added.
  • The largest BlackRock Enhanced International Dividend Trust seller in Q4 2021 was Wells Fargo, an estimated $45.3M sold.

Based on aggregated 13F filings for Q4 2021.