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BlackRock Enhanced Global Dividend Trust
BOE

109 hedge funds and large institutions have $301M invested in BlackRock Enhanced Global Dividend Trust in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more capital invested

Capital invested by funds: $216M → $301M (+$85.5M)

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

11.69% more ownership

Funds ownership: 35.71% → 47.4% (+12%)

2% more funds holding

Funds holding: 107 → 109 (+2)

6% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 34

Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
36
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$55.6M
2
Lazard Asset Management
Lazard Asset Management
New York
+$7.84M
3
SCM
Saba Capital Management
New York
+$5.38M
4
AA
AQR Arbitrage
Connecticut
+$1.72M
5
CA
Cornerstone Advisors
North Carolina
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$1.23M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.07M
3
GC
Guggenheim Capital
Illinois
-$975K
4
Osaic Holdings
Osaic Holdings
Arizona
-$970K
5
Ameriprise
Ameriprise
Minnesota
-$912K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.13M -$96.9K -10,082 -8%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.06M -$970K -100,937 -49%
SWM
28
Spire Wealth Management
Virginia
$1.05M -$4.39K -457 -0.4%
CWM
29
Centurion Wealth Management
Virginia
$1.05M -$403 -42 -0%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.02M -$60.2K -6,268 -6%
AAS
31
Avantax Advisory Services
Texas
$832K +$6.15K +640 +0.8%
QC
32
Quantedge Capital
Singapore
$807K +$249K +25,900 +47%
Ameriprise
33
Ameriprise
Minnesota
$785K -$912K -94,886 -55%
Comerica Bank
34
Comerica Bank
Texas
$782K +$2.28K +237 +0.3%
PAG
35
Private Advisor Group
New Jersey
$768K +$3.49K +363 +0.5%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$731K -$61.7K -6,418 -8%
IWM
37
IHT Wealth Management
Illinois
$716K – – –
DWM
38
Dakota Wealth Management
Florida
$711K +$63.2K +6,575 +10%
WS
39
Wedbush Securities
California
$605K -$45.6K -4,749 -7%
SC
40
Stolper & Co
Oklahoma
$563K +$10.6K +1,108 +2%
ASFA
41
All Season Financial Advisors
Colorado
$556K +$171K +17,787 +46%
BFM
42
Boothbay Fund Management
New York
$522K +$365K +38,020 +261%
SFS
43
Shaker Financial Services
Virginia
$506K +$490K +50,970 New
NAS
44
NWF Advisory Services
California
$482K -$2.3K -239 -0.5%
AC
45
Avory & Company
Florida
$458K +$444K +46,196 New
BRWA
46
B. Riley Wealth Advisors
Florida
$457K +$8.1K +843 +2%
NFG
47
Nations Financial Group
Iowa
$456K -$27.9K -2,900 -6%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$448K -$24K -2,500 -5%
Stifel Financial
49
Stifel Financial
Missouri
$447K +$117K +12,193 +37%
NA
50
NewEdge Advisors
Louisiana
$412K +$62.2K +6,470 +18%
1
2
3 4 5

BOE Hedge Fund Activity: Q4 2023 in Review

109 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q4 2023, worth a combined $301M — up 40% from $216M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BOE positions and 13 closed out — a net gain of 3 holders — while 36 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $55.6M. The largest seller was Wells Fargo, cutting an estimated $1.23M.

  • 109 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q4 2023, up from 107 in Q3 2023.
  • Funds reported $301M of BlackRock Enhanced Global Dividend Trust stock for Q4 2023, up 40% quarter-over-quarter.
  • 16 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q4 2023 and 13 closed out, a net change of +3 holders.
  • The largest BlackRock Enhanced Global Dividend Trust buyer in Q4 2023 was Morgan Stanley, an estimated $55.6M added.
  • The largest BlackRock Enhanced Global Dividend Trust seller in Q4 2023 was Wells Fargo, an estimated $1.23M sold.

Based on aggregated 13F filings for Q4 2023.