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BlackRock Enhanced International Dividend Trust

90 hedge funds and large institutions have $228M invested in BlackRock Enhanced International Dividend Trust in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 28

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 8990 (+1)

1.06% more ownership

Funds ownership: 39.2%40.25% (+1.1%)

4% more capital invested

Capital invested by funds: $220M → $228M (+$8.22M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
90
Holders Change
+1
Holders Change %
+1.12%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
33
Reduced
28
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
$55.8M -$2.74M -499,606 -5%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$50M +$2.4M +437,339 +5%
KIM
3
Karpus Investment Management
New York
$25.1M +$848K +154,728 +3%
1CP
4
1607 Capital Partners
Virginia
$13M -$2.57M -469,814 -16%
Bank of America
5
Bank of America
North Carolina
$11M +$367K +66,939 +3%
SCM
6
Saba Capital Management
New York
$9.06M +$7.7M +1,405,042 +538%
Invesco
7
Invesco
Georgia
$8.34M -$381K -69,531 -4%
Wells Fargo
8
Wells Fargo
California
$7.21M -$866K -158,004 -11%
WW
9
Waterfront Wealth
Kansas
$5.2M +$350K +63,802 +7%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$3.65M +$30.6K +5,578 +0.8%
AAM
11
Advisors Asset Management
Colorado
$3.59M +$1.16M +211,961 +47%
RJA
12
Raymond James & Associates
Florida
$3.45M -$58K -10,579 -2%
AWA
13
Arete Wealth Advisors
Illinois
$3.39M +$110K +20,085 +3%
CA
14
Corrado Advisors
New Jersey
$3.38M +$54.4K +9,922 +2%
GC
15
Guggenheim Capital
Illinois
$2.31M -$524K -95,698 -18%
UBS Group
16
UBS Group
Switzerland
$1.72M +$17.5K +3,202 +1%
PAG
17
Private Advisor Group
New Jersey
$1.59M +$25.5K +4,650 +2%
AA
18
AQR Arbitrage
Connecticut
$1.52M +$595K +108,514 +63%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.3M -$97K -17,697 -7%
PAS
20
Park Avenue Securities
New York
$1.22M -$116K -21,152 -9%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.18M +$7.69K +1,403 +0.6%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$961K -$6.68K -1,220 -0.7%
Osaic Holdings
23
Osaic Holdings
Arizona
$950K +$345K +62,957 +56%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$924K +$298K +54,430 +47%
HI
25
Hoey Investments
Pennsylvania
$908K -$545K -99,461 -37%

BGY Hedge Fund Activity: Q2 2023 in Review

90 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced International Dividend Trust (BGY) for Q2 2023, worth a combined $228M — up 3.7% from $220M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BGY positions and 10 closed out — a net gain of 1 holder — while 33 added to existing stakes and 28 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $7.7M. The largest seller was Morgan Stanley, cutting an estimated $2.74M.

  • 90 institutional investors held BlackRock Enhanced International Dividend Trust (BGY) as of Q2 2023, up from 89 in Q1 2023.
  • Funds reported $228M of BlackRock Enhanced International Dividend Trust stock for Q2 2023, up 3.7% quarter-over-quarter.
  • 11 funds opened new BlackRock Enhanced International Dividend Trust positions in Q2 2023 and 10 closed out, a net change of +1 holder.
  • The largest BlackRock Enhanced International Dividend Trust buyer in Q2 2023 was Saba Capital Management, an estimated $7.7M added.
  • The largest BlackRock Enhanced International Dividend Trust seller in Q2 2023 was Morgan Stanley, an estimated $2.74M sold.

Based on aggregated 13F filings for Q2 2023.