We are live on ! Find out more
BOE icon

BlackRock Enhanced Global Dividend Trust

96 hedge funds and large institutions have $227M invested in BlackRock Enhanced Global Dividend Trust in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

2% more capital invested

Capital invested by funds: $224M → $227M (+$3.67M)

0% more ownership

Funds ownership: 35.28%35.28% (+0%)

5% less funds holding

Funds holding: 10196 (-5)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
96
Holders Change
-5
Holders Change %
-4.95%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
31
Reduced
29
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
Saba Capital Management
New York
$881K
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$855K -$43.6K -4,364 -5%
PAG
28
Private Advisor Group
New Jersey
$813K +$1.2K +120 +0.2%
BRWA
29
B. Riley Wealth Advisors
Florida
$804K +$361K +36,129 +83%
AWA
30
Arkadios Wealth Advisors
Georgia
$776K
NFG
31
Nations Financial Group
Iowa
$724K -$30.8K -3,078 -4%
DWM
32
Dakota Wealth Management
Florida
$661K +$5.89K +590 +0.9%
WS
33
Wedbush Securities
California
$603K +$117K +11,680 +24%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$572K -$7.07K -708 -1%
SC
35
Stolper & Co
Oklahoma
$567K -$14.3K -1,434 -2%
LSC
36
Logan Stone Capital
Illinois
$492K +$488K +48,861 New
NAS
37
NWF Advisory Services
California
$491K
QC
38
Quantedge Capital
Singapore
$486K +$184K +18,400 +62%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$480K
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$417K
Mariner
41
Mariner
Kansas
$397K -$38.1K -3,817 -9%
NA
42
NewEdge Advisors
Louisiana
$375K +$23K +2,300 +7%
ASFA
43
All Season Financial Advisors
Colorado
$367K +$1.4K +140 +0.4%
AAS
44
Ameritas Advisory Services
Nebraska
$352K -$46.8K -4,686 -12%
WAM
45
Wolverine Asset Management
Illinois
$317K +$313K +31,289 +13,037%
IWM
46
IHT Wealth Management
Illinois
$308K -$5K -500 -2%
DI
47
DFPG Investments
Utah
$291K
SPIA
48
Steward Partners Investment Advisory
New York
$285K -$42.9K -4,296 -13%
Stifel Financial
49
Stifel Financial
Missouri
$281K +$94.7K +9,478 +51%
LFAS
50
Level Four Advisory Services
Texas
$276K -$23.3K -2,332 -8%

BOE Hedge Fund Activity: Q2 2023 in Review

96 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q2 2023, worth a combined $227M — up 1.6% from $224M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BOE and 7 opened new positions — a net loss of 4 holders — while 29 trimmed existing stakes and 31 added.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $3.5M. The largest seller was Morgan Stanley, cutting an estimated $2.74M.

  • 96 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q2 2023, down from 101 in Q1 2023.
  • Funds reported $227M of BlackRock Enhanced Global Dividend Trust stock for Q2 2023, up 1.6% quarter-over-quarter.
  • 7 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q2 2023 and 11 closed out, a net change of -4 holders.
  • The largest BlackRock Enhanced Global Dividend Trust buyer in Q2 2023 was Cornerstone Advisors, an estimated $3.5M added.
  • The largest BlackRock Enhanced Global Dividend Trust seller in Q2 2023 was Morgan Stanley, an estimated $2.74M sold.

Based on aggregated 13F filings for Q2 2023.