BlackRock Enhanced Global Dividend Trust
BOE
67 hedge funds and large institutions have $249M invested in BlackRock Enhanced Global Dividend Trust in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 8 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
28% more capital invested
Capital invested by funds: $194M → $249M (+$54.4M)
6% more funds holding
Funds holding: 63 → 67 (+4)
3.65% more ownership
Funds ownership: 20% → 23.65% (+3.7%)
10% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$20.9M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$8.11M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$2.2M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.19M |
| 5 |
SG Americas Securities
New York
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.82M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.66M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.37M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.24M |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$794K |
BOE Hedge Fund Activity: Q4 2013 in Review
67 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q4 2013, worth a combined $249M — up 28% from $194M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BOE positions and 8 closed out — a net gain of 5 holders — while 23 added to existing stakes and 21 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $20.9M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.82M sold.
- 67 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q4 2013, up from 63 in Q3 2013.
- Funds reported $249M of BlackRock Enhanced Global Dividend Trust stock for Q4 2013, up 28% quarter-over-quarter.
- 13 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q4 2013 and 8 closed out, a net change of +5 holders.
- The largest BlackRock Enhanced Global Dividend Trust buyer in Q4 2013 was 1607 Capital Partners, an estimated $20.9M added.
- The largest BlackRock Enhanced Global Dividend Trust seller in Q4 2013 was Wolverine Asset Management, an estimated $1.82M sold.
Based on aggregated 13F filings for Q4 2013.