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BlackRock Enhanced Global Dividend Trust
BOE

91 hedge funds and large institutions have $199M invested in BlackRock Enhanced Global Dividend Trust in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

5% more funds holding

Funds holding: 87 → 91 (+4)

2% more capital invested

Capital invested by funds: $195M → $199M (+$4.24M)

0.19% more ownership

Funds ownership: 31.81% → 32% (+0.19%)

32% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 31

Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
21
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$1.95M
2
CRC
Curi RMB Capital
Illinois
+$1.07M
3
SFS
Shaker Financial Services
Virginia
+$948K
4
WAM
Wolverine Asset Management
Illinois
+$754K
5
Morgan Stanley
Morgan Stanley
New York
+$695K

Top Sellers

Rank Fund Capital Flow
1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$1.92M
2
AAM
Advisors Asset Management
Colorado
-$1.21M
3
Invesco
Invesco
Georgia
-$1.14M
4
1CP
1607 Capital Partners
Virginia
-$1.08M
5
SIA
Sit Investment Associates
Minnesota
-$482K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
51
Ameritas Investment Company
Nebraska
$166K – – –
CAN
52
Claraphi Advisory Network
United States
$150K -$601 -62 -0.4%
GWS
53
Glassman Wealth Services
Virginia
$149K +$151K +15,595 New
FAIM
54
Financial Advocates Investment Management
Washington
$138K – – –
KWM
55
Kingsview Wealth Management
Oregon
$132K -$26.7K -2,751 -17%
Cerity Partners
56
Cerity Partners
New York
$125K -$352K -36,275 -74%
TFCP
57
Twin Focus Capital Partners
Massachusetts
$125K +$127K +13,100 New
Jane Street
58
Jane Street
New York
$124K +$126K +12,953 New
RCM
59
Rivernorth Capital Management
Florida
$114K -$342K -35,248 -75%
AAS
60
Avantax Advisory Services
Texas
$113K +$115K +11,850 New
SWP
61
Stratos Wealth Partners
Ohio
$108K -$4.06K -419 -4%
ICMP
62
Integrated Capital Management (Pennsylvania)
Pennsylvania
$102K +$103K +10,667 New
Baird Financial Group
63
Baird Financial Group
Wisconsin
$96K – – –
HWA
64
HHM Wealth Advisors
Tennessee
$96K – – –
US Bancorp
65
US Bancorp
Minnesota
$59K – – –
EP
66
Eudaimonia Partners
Tennessee
$57K +$1.1K +114 +2%
CFGS
67
Concourse Financial Group Securities
Alabama
$49K -$14.5K -1,500 -23%
SIS
68
Sound Income Strategies
Florida
$34K – – –
LC
69
Lindbrook Capital
California
$33K -$29.1K -3,000 -46%
ASN
70
Advisory Services Network
Georgia
$30K +$30.7K +3,169 New
BWL
71
Bogart Wealth LLC
Virginia
$25K – – –
PB
72
Pinnacle Bancorp
Nebraska
$21K – – –
APA
73
American Portfolios Advisors
New York
$18.5K – – –
TPWA
74
TRUE Private Wealth Advisors
Oregon
$18K – – –
RBC
75
Roble Belko & Company
Pennsylvania
$17K – – –
1 2
3
4

BOE Hedge Fund Activity: Q3 2020 in Review

91 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q3 2020, worth a combined $199M — up 2.2% from $195M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BOE positions and 9 closed out — a net gain of 4 holders — while 21 added to existing stakes and 31 trimmed.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $1.95M. The largest seller was 1832 Asset Management, cutting an estimated $1.92M.

  • 91 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q3 2020, up from 87 in Q2 2020.
  • Funds reported $199M of BlackRock Enhanced Global Dividend Trust stock for Q3 2020, up 2.2% quarter-over-quarter.
  • 13 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q3 2020 and 9 closed out, a net change of +4 holders.
  • The largest BlackRock Enhanced Global Dividend Trust buyer in Q3 2020 was Cornerstone Advisors, an estimated $1.95M added.
  • The largest BlackRock Enhanced Global Dividend Trust seller in Q3 2020 was 1832 Asset Management, an estimated $1.92M sold.

Based on aggregated 13F filings for Q3 2020.