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BlackRock Enhanced International Dividend Trust

85 hedge funds and large institutions have $183M invested in BlackRock Enhanced International Dividend Trust in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

1.3% more ownership

Funds ownership: 37.92%39.22% (+1.3%)

2% less funds holding

Funds holding: 8785 (-2)

8% less capital invested

Capital invested by funds: $200M → $183M (-$16.9M)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
85
Holders Change
-2
Holders Change %
-2.3%
% of All Funds
1.46%
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
32
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$55M -$7.35M -1,473,511 -11%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$29.5M -$111K -22,218 -0.3%
KIM
3
Karpus Investment Management
New York
$14.6M +$9.31M +1,866,125 +134%
1CP
4
1607 Capital Partners
Virginia
$12.7M -$4.78M -958,647 -25%
Bank of America
5
Bank of America
North Carolina
$7.75M -$28.4K -5,691 -0.3%
Wells Fargo
6
Wells Fargo
California
$7.26M +$499K +100,040 +7%
Invesco
7
Invesco
Georgia
$6.99M +$758K +152,078 +11%
PCM
8
Penserra Capital Management
California
$6.05M +$6.75M +1,353,500 New
RJA
9
Raymond James & Associates
Florida
$5.92M -$1.15M -230,034 -15%
WW
10
Waterfront Wealth
Kansas
$3.78M -$175K -35,078 -4%
GC
11
Guggenheim Capital
Illinois
$3.29M +$24.8K +4,982 +0.7%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$2.87M +$56.9K +11,413 +2%
AWA
13
Arete Wealth Advisors
Illinois
$2.81M -$43.6K -8,743 -1%
CA
14
Corrado Advisors
New Jersey
$2.6M -$14.1K -2,825 -0.5%
CA
15
Cornerstone Advisors
North Carolina
$1.49M +$1.66M +332,957 New
WAM
16
Wolverine Asset Management
Illinois
$1.46M -$419K -83,922 -20%
SFS
17
Shaker Financial Services
Virginia
$1.4M +$75.9K +15,223 +5%
UBS Group
18
UBS Group
Switzerland
$1.26M -$165K -33,035 -10%
AAM
19
Advisors Asset Management
Colorado
$1.22M -$22.8K -4,573 -2%
PAG
20
Private Advisor Group
New Jersey
$1.2M +$20.9K +4,200 +2%
PAS
21
Park Avenue Securities
New York
$1.19M +$15.2K +3,055 +1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.17M +$51.5K +10,322 +4%
HH
23
Hilltop Holdings
Texas
$1.09M +$1.22M +244,121 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.01M +$12.2K +2,440 +1%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$964K -$250K -50,027 -19%

BGY Hedge Fund Activity: Q3 2022 in Review

85 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced International Dividend Trust (BGY) for Q3 2022, worth a combined $183M — down 8.5% from $200M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BGY and 11 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 32 added.

The largest buyer was Karpus Investment Management, adding an estimated $9.31M. The largest seller was Morgan Stanley, cutting an estimated $7.35M.

  • 85 institutional investors held BlackRock Enhanced International Dividend Trust (BGY) as of Q3 2022, down from 87 in Q2 2022.
  • Funds reported $183M of BlackRock Enhanced International Dividend Trust stock for Q3 2022, down 8.5% quarter-over-quarter.
  • 11 funds opened new BlackRock Enhanced International Dividend Trust positions in Q3 2022 and 13 closed out, a net change of -2 holders.
  • The largest BlackRock Enhanced International Dividend Trust buyer in Q3 2022 was Karpus Investment Management, an estimated $9.31M added.
  • The largest BlackRock Enhanced International Dividend Trust seller in Q3 2022 was Morgan Stanley, an estimated $7.35M sold.

Based on aggregated 13F filings for Q3 2022.