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BlackRock Enhanced Global Dividend Trust
BOE

99 hedge funds and large institutions have $230M invested in BlackRock Enhanced Global Dividend Trust in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $199M → $230M (+$30.9M)

9% more funds holding

Funds holding: 91 → 99 (+8)

0.4% more ownership

Funds ownership: 32% → 32.4% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
25
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$4.17M
2
Morgan Stanley
Morgan Stanley
New York
+$2.99M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$1.5M
4
Citigroup
Citigroup
New York
+$1.02M
5
RJA
Raymond James & Associates
Florida
+$785K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$2.79M
2
CA
Cornerstone Advisors
North Carolina
-$1.92M
3
SFS
Shaker Financial Services
Virginia
-$1.45M
4
UBS Group
UBS Group
Switzerland
-$1.13M
5
1CP
1607 Capital Partners
Virginia
-$894K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
51
Pinnacle Wealth Planning Services
Ohio
$224K -$327 -32 -0.2%
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$218K +$204K +20,000 New
MOS
53
MGO One Seven
Ohio
$217K -$49.3K -4,818 -19%
AIC
54
Ameritas Investment Company
Nebraska
$216K +$22.7K +2,220 +13%
PWSG
55
Pacific Wealth Strategies Group
California
$198K -$51.2K -5,005 -22%
CAN
56
Claraphi Advisory Network
United States
$165K -$5.62K -550 -4%
GIA
57
Gladstone Institutional Advisory
Florida
$160K +$149K +14,624 New
FAIM
58
Financial Advocates Investment Management
Washington
$158K – – –
FF
59
FourThought Financial
Florida
$152K +$143K +14,015 New
KWM
60
Kingsview Wealth Management
Oregon
$150K – – –
TFCP
61
Twin Focus Capital Partners
Massachusetts
$143K – – –
SFS
62
Shaker Financial Services
Virginia
$136K -$1.45M -141,519 -92%
SWP
63
Stratos Wealth Partners
Ohio
$129K +$5.11K +500 +4%
ICMP
64
Integrated Capital Management (Pennsylvania)
Pennsylvania
$121K +$4.54K +444 +4%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$109K – – –
HWA
66
HHM Wealth Advisors
Tennessee
$109K – – –
GLLW
67
Graves Light Lenhart Wealth
Virginia
$69K +$64.4K +6,304 New
EP
68
Eudaimonia Partners
Tennessee
$65K +$777 +76 +1%
IAIM
69
International Assets Investment Management
Florida
$64K +$59.5K +5,824 New
AWG
70
Altus Wealth Group
Colorado
$57K +$53.2K +5,206 New
CFGS
71
Concourse Financial Group Securities
Alabama
$46K -$9.4K -920 -18%
SIS
72
Sound Income Strategies
Florida
$39K – – –
ASN
73
Advisory Services Network
Georgia
$35K – – –
US Bancorp
74
US Bancorp
Minnesota
$32K -$33.1K -3,238 -52%
BWL
75
Bogart Wealth LLC
Virginia
$29K – – –
1 2
3
4 5

BOE Hedge Fund Activity: Q4 2020 in Review

99 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q4 2020, worth a combined $230M — up 15% from $199M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BOE positions and 9 closed out — a net gain of 8 holders — while 25 added to existing stakes and 32 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $4.17M. The largest seller was Advisors Asset Management, cutting an estimated $2.79M.

  • 99 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q4 2020, up from 91 in Q3 2020.
  • Funds reported $230M of BlackRock Enhanced Global Dividend Trust stock for Q4 2020, up 15% quarter-over-quarter.
  • 17 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q4 2020 and 9 closed out, a net change of +8 holders.
  • The largest BlackRock Enhanced Global Dividend Trust buyer in Q4 2020 was Karpus Investment Management, an estimated $4.17M added.
  • The largest BlackRock Enhanced Global Dividend Trust seller in Q4 2020 was Advisors Asset Management, an estimated $2.79M sold.

Based on aggregated 13F filings for Q4 2020.