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BlackRock Enhanced Global Dividend Trust
BOE

99 hedge funds and large institutions have $230M invested in BlackRock Enhanced Global Dividend Trust in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $199M → $230M (+$30.9M)

9% more funds holding

Funds holding: 91 → 99 (+8)

0.4% more ownership

Funds ownership: 32% → 32.4% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
25
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$4.17M
2
Morgan Stanley
Morgan Stanley
New York
+$2.99M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$1.5M
4
Citigroup
Citigroup
New York
+$1.02M
5
RJA
Raymond James & Associates
Florida
+$785K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$2.79M
2
CA
Cornerstone Advisors
North Carolina
-$1.92M
3
SFS
Shaker Financial Services
Virginia
-$1.45M
4
UBS Group
UBS Group
Switzerland
-$1.13M
5
1CP
1607 Capital Partners
Virginia
-$894K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$792K -$17.4K -1,700 -2%
RCM
27
Rivernorth Capital Management
Florida
$778K +$607K +59,426 +501%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$762K +$708K +69,224 New
NFG
29
Nations Financial Group
Iowa
$749K +$184 +18 +0%
WAM
30
Wolverine Asset Management
Illinois
$726K -$114K -11,198 -14%
DWM
31
Dakota Wealth Management
Florida
$693K +$211K +20,630 +48%
SC
32
Stolper & Co
Oklahoma
$591K +$1.06K +104 +0.2%
KPWS
33
Kestra Private Wealth Services
Texas
$535K -$478K -46,767 -49%
Deutsche Bank
34
Deutsche Bank
Germany
$507K – – –
Truist Financial
35
Truist Financial
North Carolina
$480K -$126K -12,325 -22%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$471K -$91.9K -8,988 -17%
9WM
37
9258 Wealth Management
Ohio
$428K -$38K -3,721 -9%
BRWA
38
B. Riley Wealth Advisors
Florida
$426K +$197K +19,280 +98%
LCM
39
Landscape Capital Management
New Jersey
$394K +$369K +36,108 New
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$342K +$321K +31,365 New
CRC
41
Curi RMB Capital
Illinois
$331K -$814K -79,652 -72%
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$310K -$38.4K -3,754 -12%
LFF
43
Level Four Financial
Texas
$308K +$288K +28,196 New
IWM
44
IHT Wealth Management
Illinois
$302K +$31 +3 +0%
LWP
45
Lumature Wealth Partners
Georgia
$294K +$275K +26,921 New
SKK
46
Shepherd Kaplan Krochuk
Massachusetts
$292K – – –
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$277K +$35.6K +3,483 +16%
SPIA
48
Steward Partners Investment Advisory
New York
$270K – – –
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$270K +$5.85K +572 +2%
PCM
50
Pointe Capital Management
Michigan
$267K -$10.2K -1,000 -4%
1
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BOE Hedge Fund Activity: Q4 2020 in Review

99 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q4 2020, worth a combined $230M — up 15% from $199M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BOE positions and 9 closed out — a net gain of 8 holders — while 25 added to existing stakes and 32 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $4.17M. The largest seller was Advisors Asset Management, cutting an estimated $2.79M.

  • 99 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q4 2020, up from 91 in Q3 2020.
  • Funds reported $230M of BlackRock Enhanced Global Dividend Trust stock for Q4 2020, up 15% quarter-over-quarter.
  • 17 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q4 2020 and 9 closed out, a net change of +8 holders.
  • The largest BlackRock Enhanced Global Dividend Trust buyer in Q4 2020 was Karpus Investment Management, an estimated $4.17M added.
  • The largest BlackRock Enhanced Global Dividend Trust seller in Q4 2020 was Advisors Asset Management, an estimated $2.79M sold.

Based on aggregated 13F filings for Q4 2020.