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BlackRock Enhanced Global Dividend Trust

102 hedge funds and large institutions have $265M invested in BlackRock Enhanced Global Dividend Trust in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

4% more funds holding

Funds holding: 98102 (+4)

0.07% less ownership

Funds ownership: 41.01%40.94% (-0.07%)

7% less capital invested

Capital invested by funds: $283M → $265M (-$18.8M)

43% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 42

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
24
Reduced
42
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$847K +$28.4K +2,535 +3%
IWM
27
IHT Wealth Management
Illinois
$825K -$403K -35,950 -32%
Ameriprise
28
Ameriprise
Minnesota
$766K -$4.94K -441 -0.6%
AWA
29
Arkadios Wealth Advisors
Georgia
$766K +$517K +46,196 +186%
Comerica Bank
30
Comerica Bank
Texas
$700K -$97.4K -8,694 -12%
DWM
31
Dakota Wealth Management
Florida
$677K -$78.4K -7,001 -10%
SC
32
Stolper & Co
Oklahoma
$651K -$11.3K -1,010 -2%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$603K -$95K -8,478 -13%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$580K +$404K +36,050 +202%
SFS
35
Shaker Financial Services
Virginia
$572K +$188K +16,809 +46%
OL
36
one8zero8 LLC
North Carolina
$539K +$560K +50,000 New
KAS
37
Kestra Advisory Services
Texas
$512K +$390K +34,801 +274%
AC
38
Avory & Company
Florida
$498K
Stifel Financial
39
Stifel Financial
Missouri
$479K -$82.8K -7,390 -14%
NFG
40
Nations Financial Group
Iowa
$447K -$12.3K -1,100 -3%
AAS
41
Avantax Advisory Services
Texas
$435K -$118K -10,567 -21%
QC
42
Quantedge Capital
Singapore
$421K -$642K -57,357 -59%
CL
43
Choreo LLC
Illinois
$410K -$42.4K -3,784 -9%
FAIM
44
Financial Advocates Investment Management
Washington
$394K
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$392K +$65.8K +5,872 +19%
AAS
46
Ameritas Advisory Services
Nebraska
$355K -$4.72K -421 -1%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$348K -$40.5K -3,613 -10%
Mariner
48
Mariner
Kansas
$340K -$27.8K -2,484 -7%
SPIA
49
Steward Partners Investment Advisory
New York
$334K
UPS
50
UHLMANN PRICE SECURITIES
Illinois
$329K -$32.5K -2,905 -9%

BOE Hedge Fund Activity: Q4 2024 in Review

102 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q4 2024, worth a combined $265M — down 6.6% from $283M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BOE positions and 7 closed out — a net gain of 8 holders — while 24 added to existing stakes and 42 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $4.51M. The largest seller was 1607 Capital Partners, cutting an estimated $3.2M.

  • 102 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q4 2024, up from 98 in Q3 2024.
  • Funds reported $265M of BlackRock Enhanced Global Dividend Trust stock for Q4 2024, down 6.6% quarter-over-quarter.
  • 15 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q4 2024 and 7 closed out, a net change of +8 holders.
  • The largest BlackRock Enhanced Global Dividend Trust buyer in Q4 2024 was Sit Investment Associates, an estimated $4.51M added.
  • The largest BlackRock Enhanced Global Dividend Trust seller in Q4 2024 was 1607 Capital Partners, an estimated $3.2M sold.

Based on aggregated 13F filings for Q4 2024.