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BlackRock Enhanced Global Dividend Trust
BOE

91 hedge funds and large institutions have $198M invested in BlackRock Enhanced Global Dividend Trust in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

0% more funds holding

Funds holding: 91 → 91 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0.49% less ownership

Funds ownership: 25.13% → 24.65% (-0.49%)

9% less capital invested

Capital invested by funds: $219M → $198M (-$20.3M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
91
Holders Change
–
Holders Change %
0%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
29
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$2.64M
2
SFS
Shaker Financial Services
Virginia
+$1.61M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.32M
4
Stifel Financial
Stifel Financial
Missouri
+$952K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$819K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$5.83M
2
PPA
Parametric Portfolio Associates
Washington
-$3.38M
3
XS
XML Securities
Maryland
-$1.78M
4
Invesco
Invesco
Georgia
-$1.36M
5
UBS Group
UBS Group
Switzerland
-$799K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
26
Nations Financial Group
Iowa
$639K +$169K +13,824 +33%
PCM
27
Pointe Capital Management
Michigan
$591K – – –
AG
28
Advisor Group
Arizona
$578K -$45.2K -3,695 -7%
DA
29
Doliver Advisors
Texas
$534K +$346K +28,320 +159%
LPL Financial
30
LPL Financial
California
$526K +$280K +22,907 +101%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$430K +$22.5K +1,837 +5%
CRC
32
Curi RMB Capital
Illinois
$416K +$440K +35,941 New
CBA
33
Coastal Bridge Advisors
Connecticut
$403K -$139K -11,389 -25%
BTS
34
BB&T Securities
Virginia
$394K +$31.7K +2,590 +8%
OFG
35
OTA Financial Group
New York
$380K +$403K +32,911 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$305K +$42.7K +3,492 +15%
CAN
37
Claraphi Advisory Network
United States
$294K -$5.13K -419 -2%
DC
38
Davenport & Co
Virginia
$272K +$72.4K +5,917 +34%
WS
39
Wedbush Securities
California
$246K -$22.4K -1,835 -8%
SB
40
Suntrust Banks
Georgia
$229K -$29.6K -2,423 -11%
BRWA
41
B. Riley Wealth Advisors
Florida
$221K -$22.9K -1,876 -9%
AWA
42
Arete Wealth Advisors
Illinois
$209K -$104K -8,509 -32%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$193K -$134K -10,974 -40%
Citigroup
44
Citigroup
New York
$188K -$95K -7,764 -32%
VCWA
45
Vanguard Capital Wealth Advisors
Colorado
$183K -$67.2K -5,492 -26%
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$182K +$18.6K +1,521 +11%
SWP
47
Stratos Wealth Partners
Ohio
$178K -$734 -60 -0.4%
PWPS
48
Pinnacle Wealth Planning Services
Ohio
$167K +$154K +12,612 +690%
OC
49
Oppenheimer & Co
New York
$150K +$6.7K +548 +4%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$150K +$21.9K +1,787 +16%
1
2
3 4 5

BOE Hedge Fund Activity: Q1 2018 in Review

91 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q1 2018, worth a combined $198M — down 9.3% from $219M a quarter earlier.

Fund positioning in BOE was balanced in Q1 2018: 9 funds opened new positions, 9 closed out, 29 added to existing stakes and 27 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.64M. The largest seller was 1607 Capital Partners, cutting an estimated $5.83M.

  • 91 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $198M of BlackRock Enhanced Global Dividend Trust stock for Q1 2018, down 9.3% quarter-over-quarter.
  • 9 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q1 2018 and 9 closed out, a net change of 0 holders.
  • The largest BlackRock Enhanced Global Dividend Trust buyer in Q1 2018 was Wells Fargo, an estimated $2.64M added.
  • The largest BlackRock Enhanced Global Dividend Trust seller in Q1 2018 was 1607 Capital Partners, an estimated $5.83M sold.

Based on aggregated 13F filings for Q1 2018.