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BlackRock Enhanced International Dividend Trust

91 hedge funds and large institutions have $253M invested in BlackRock Enhanced International Dividend Trust in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

28% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 29

3% less funds holding

Funds holding: 9491 (-3)

8.95% less ownership

Funds ownership: 52.85%43.89% (-9%)

13% less capital invested

Capital invested by funds: $290M → $253M (-$37.7M)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
91
Holders Change
-3
Holders Change %
-3.19%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
37
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$53.4M -$3.11M -580,895 -6%
Morgan Stanley
2
Morgan Stanley
New York
$51.5M -$53.9M -10,071,141 -52%
KIM
3
Karpus Investment Management
New York
$31.8M +$141K +26,372 +0.5%
1CP
4
1607 Capital Partners
Virginia
$12.6M -$545K -101,900 -4%
SCM
5
Saba Capital Management
New York
$10.7M +$587K +109,802 +6%
Invesco
6
Invesco
Georgia
$9.83M +$1.05M +195,688 +12%
Bank of America
7
Bank of America
North Carolina
$9.06M +$1.19M +221,757 +16%
Wells Fargo
8
Wells Fargo
California
$7.41M -$28.5K -5,336 -0.4%
WW
9
Waterfront Wealth
Kansas
$6.56M +$1.32M +245,942 +24%
COLIM
10
City of London Investment Management
United Kingdom
$6.18M +$2.76M +516,808 +86%
AA
11
AQR Arbitrage
Connecticut
$4.2M +$293K +54,798 +8%
Lazard Asset Management
12
Lazard Asset Management
New York
$3.97M +$2.23M +416,480 +138%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$3.96M +$21.7K +4,065 +0.6%
AWA
14
Arete Wealth Advisors
Illinois
$3.9M +$233K +43,641 +7%
CA
15
Corrado Advisors
New Jersey
$3.1M -$292K -54,513 -9%
AAM
16
Advisors Asset Management
Colorado
$3.1M -$16.7K -3,117 -0.6%
RJA
17
Raymond James & Associates
Florida
$2.41M -$605K -113,083 -21%
UBS Group
18
UBS Group
Switzerland
$1.78M +$37.2K +6,960 +2%
GC
19
Guggenheim Capital
Illinois
$1.58M -$13.1K -2,456 -0.9%
PAG
20
Private Advisor Group
New Jersey
$1.58M -$26.7K -5,000 -2%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$1.32M +$355K +66,441 +39%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.29M +$157K +29,328 +14%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.28M +$108K +20,183 +10%
PAS
24
Park Avenue Securities
New York
$1.09M -$26.8K -5,007 -2%
CA
25
Cornerstone Advisors
North Carolina
$1.07M -$422K -78,857 -29%

BGY Hedge Fund Activity: Q1 2024 in Review

91 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced International Dividend Trust (BGY) for Q1 2024, worth a combined $253M — down 13% from $290M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BGY and 9 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 37 added.

The largest buyer was City of London Investment Management, adding an estimated $2.76M. The largest seller was Morgan Stanley, cutting an estimated $53.9M.

  • 91 institutional investors held BlackRock Enhanced International Dividend Trust (BGY) as of Q1 2024, down from 94 in Q4 2023.
  • Funds reported $253M of BlackRock Enhanced International Dividend Trust stock for Q1 2024, down 13% quarter-over-quarter.
  • 9 funds opened new BlackRock Enhanced International Dividend Trust positions in Q1 2024 and 12 closed out, a net change of -3 holders.
  • The largest BlackRock Enhanced International Dividend Trust buyer in Q1 2024 was City of London Investment Management, an estimated $2.76M added.
  • The largest BlackRock Enhanced International Dividend Trust seller in Q1 2024 was Morgan Stanley, an estimated $53.9M sold.

Based on aggregated 13F filings for Q1 2024.