BlackRock Enhanced Global Dividend Trust
BOE
82 hedge funds and large institutions have $254M invested in BlackRock Enhanced Global Dividend Trust in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 8 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 25
3% more capital invested
Capital invested by funds: $248M → $254M (+$6.34M)
0% more funds holding
Funds holding: 82 → 82 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
1.08% less ownership
Funds ownership: 28.77% → 27.69% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$11.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.84M |
| 3 |
Morgan Stanley
New York
|
+$1.13M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.06M |
| 5 |
Millennium Management
New York
|
+$795K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$10.9M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$7.7M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$4.15M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.37M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$776K |
BOE Hedge Fund Activity: Q2 2017 in Review
82 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q2 2017, worth a combined $254M — up 2.6% from $248M a quarter earlier.
Fund positioning in BOE was balanced in Q2 2017: 8 funds opened new positions, 8 closed out, 27 added to existing stakes and 25 trimmed.
The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $11.9M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $10.9M sold.
- 82 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $254M of BlackRock Enhanced Global Dividend Trust stock for Q2 2017, up 2.6% quarter-over-quarter.
- 8 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q2 2017 and 8 closed out, a net change of 0 holders.
- The largest BlackRock Enhanced Global Dividend Trust buyer in Q2 2017 was Parametric Portfolio Associates, an estimated $11.9M added.
- The largest BlackRock Enhanced Global Dividend Trust seller in Q2 2017 was Karpus Investment Management, an estimated $10.9M sold.
Based on aggregated 13F filings for Q2 2017.