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BlackRock Enhanced International Dividend Trust

88 hedge funds and large institutions have $220M invested in BlackRock Enhanced International Dividend Trust in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

0.09% more ownership

Funds ownership: 36.59%36.68% (+0.09%)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

3% less funds holding

Funds holding: 9188 (-3)

8% less capital invested

Capital invested by funds: $240M → $220M (-$19.8M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
88
Holders Change
-3
Holders Change %
-3.3%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
27
Reduced
18
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$63.1M +$957K +161,166 +1%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$36M -$770K -129,582 -2%
1CP
3
1607 Capital Partners
Virginia
$21.8M -$1.74M -292,435 -7%
PPA
4
Parametric Portfolio Associates
Washington
$19.1M -$1.96M -330,413 -9%
Bank of America
5
Bank of America
North Carolina
$9.65M +$75.7K +12,751 +0.8%
RJA
6
Raymond James & Associates
Florida
$9.13M +$288K +48,525 +3%
Wells Fargo
7
Wells Fargo
California
$8.4M +$640K +107,671 +8%
Invesco
8
Invesco
Georgia
$8.25M -$1.45M -244,034 -15%
WW
9
Waterfront Wealth
Kansas
$4.72M +$248K +41,790 +5%
KIM
10
Karpus Investment Management
New York
$4.17M +$1.42M +238,536 +49%
GC
11
Guggenheim Capital
Illinois
$3.58M +$301K +50,667 +9%
AWA
12
Arete Wealth Advisors
Illinois
$3.52M +$1.07M +180,163 +42%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$3.21M +$446K +75,103 +16%
CA
14
Corrado Advisors
New Jersey
$3.17M -$390K -65,664 -11%
AAM
15
Advisors Asset Management
Colorado
$2.24M -$101K -16,945 -4%
SFS
16
Shaker Financial Services
Virginia
$2.17M -$178K -29,903 -7%
WAM
17
Wolverine Asset Management
Illinois
$2M +$1.52M +255,452 +277%
UBS Group
18
UBS Group
Switzerland
$1.49M -$57K -9,604 -4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.46M -$33.6K -5,658 -2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.45M +$17.2K +2,896 +1%
PAG
21
Private Advisor Group
New Jersey
$1.19M +$264K +44,449 +27%
Ameriprise
22
Ameriprise
Minnesota
$796K +$95.7K +16,112 +13%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$679K -$119K -20,114 -15%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$605K +$235K +39,525 +60%
Osaic Holdings
25
Osaic Holdings
Arizona
$594K -$181K -30,514 -23%

BGY Hedge Fund Activity: Q1 2022 in Review

88 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced International Dividend Trust (BGY) for Q1 2022, worth a combined $220M — down 8.3% from $240M a quarter earlier.

Fund positioning in BGY was balanced in Q1 2022: 17 funds opened new positions, 17 closed out, 27 added to existing stakes and 18 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $1.52M. The largest seller was Parametric Portfolio Associates, cutting an estimated $1.96M.

  • 88 institutional investors held BlackRock Enhanced International Dividend Trust (BGY) as of Q1 2022, down from 91 in Q4 2021.
  • Funds reported $220M of BlackRock Enhanced International Dividend Trust stock for Q1 2022, down 8.3% quarter-over-quarter.
  • 17 funds opened new BlackRock Enhanced International Dividend Trust positions in Q1 2022 and 17 closed out, a net change of 0 holders.
  • The largest BlackRock Enhanced International Dividend Trust buyer in Q1 2022 was Wolverine Asset Management, an estimated $1.52M added.
  • The largest BlackRock Enhanced International Dividend Trust seller in Q1 2022 was Parametric Portfolio Associates, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2022.