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BlackRock Enhanced International Dividend Trust

87 hedge funds and large institutions have $200M invested in BlackRock Enhanced International Dividend Trust in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

1.24% more ownership

Funds ownership: 36.68%37.92% (+1.2%)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 8887 (-1)

9% less capital invested

Capital invested by funds: $220M → $200M (-$20.1M)

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
31
Reduced
21
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$69.7M +$15M +2,810,603 +26%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$33.5M +$1.98M +370,968 +6%
1CP
3
1607 Capital Partners
Virginia
$19.2M +$21.4K +4,000 +0.1%
Bank of America
4
Bank of America
North Carolina
$8.81M +$333K +62,289 +4%
RJA
5
Raymond James & Associates
Florida
$7.86M -$180K -33,575 -2%
Wells Fargo
6
Wells Fargo
California
$7.71M +$338K +63,148 +4%
Invesco
7
Invesco
Georgia
$7.14M -$126K -23,574 -2%
KIM
8
Karpus Investment Management
New York
$7.07M +$3.59M +672,135 +93%
WW
9
Waterfront Wealth
Kansas
$4.21M -$12.8K -2,389 -0.3%
GC
10
Guggenheim Capital
Illinois
$3.7M +$580K +108,410 +17%
AWA
11
Arete Wealth Advisors
Illinois
$3.22M +$129K +24,170 +4%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$3.19M +$387K +72,307 +13%
CA
13
Corrado Advisors
New Jersey
$2.96M +$186K +34,776 +6%
WAM
14
Wolverine Asset Management
Illinois
$2.08M +$338K +63,256 +18%
UBS Group
15
UBS Group
Switzerland
$1.6M +$305K +56,986 +22%
SFS
16
Shaker Financial Services
Virginia
$1.51M -$423K -79,108 -21%
AAM
17
Advisors Asset Management
Colorado
$1.4M -$605K -113,104 -29%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.34M +$69.4K +12,983 +5%
PAG
19
Private Advisor Group
New Jersey
$1.33M +$299K +55,962 +27%
PAS
20
Park Avenue Securities
New York
$1.33M +$1.27M +238,411 +980%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.27M +$1.34M +251,227 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.13M -$167K -31,199 -12%
Ameriprise
23
Ameriprise
Minnesota
$775K +$78.8K +14,736 +11%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$593K -$4.25K -795 -0.7%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$548K +$17K +3,174 +3%

BGY Hedge Fund Activity: Q2 2022 in Review

87 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced International Dividend Trust (BGY) for Q2 2022, worth a combined $200M — down 9.1% from $220M a quarter earlier.

Fund positioning in BGY was balanced in Q2 2022: 15 funds opened new positions, 15 closed out, 31 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15M. The largest seller was Advisors Asset Management, cutting an estimated $605K.

  • 87 institutional investors held BlackRock Enhanced International Dividend Trust (BGY) as of Q2 2022, down from 88 in Q1 2022.
  • Funds reported $200M of BlackRock Enhanced International Dividend Trust stock for Q2 2022, down 9.1% quarter-over-quarter.
  • 15 funds opened new BlackRock Enhanced International Dividend Trust positions in Q2 2022 and 15 closed out, a net change of 0 holders.
  • The largest BlackRock Enhanced International Dividend Trust buyer in Q2 2022 was Morgan Stanley, an estimated $15M added.
  • The largest BlackRock Enhanced International Dividend Trust seller in Q2 2022 was Advisors Asset Management, an estimated $605K sold.

Based on aggregated 13F filings for Q2 2022.