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BlackRock Enhanced Global Dividend Trust
BOE

102 hedge funds and large institutions have $225M invested in BlackRock Enhanced Global Dividend Trust in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

11% more capital invested

Capital invested by funds: $203M → $225M (+$21.9M)

5% more funds holding

Funds holding: 97 → 102 (+5)

0.7% more ownership

Funds ownership: 36.12% → 36.82% (+0.7%)

Holders
102
Holders Change
+5
Holders Change %
+5.15%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
36
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$4.79M
2
GC
Guggenheim Capital
Illinois
+$1.21M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.11M
4
SCM
Saba Capital Management
New York
+$822K
5
1CP
1607 Capital Partners
Virginia
+$707K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.86M
2
Wells Fargo
Wells Fargo
California
-$1.93M
3
WAM
Wolverine Asset Management
Illinois
-$1.25M
4
AAS
Avantax Advisory Services
Texas
-$515K
5
SFS
Shaker Financial Services
Virginia
-$304K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$258K -$2.4K -255 -0.9%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$244K +$28.2K +3,000 +13%
RPCA
53
Running Point Capital Advisors
California
$239K – – –
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$237K +$28K +2,979 +16%
FAIM
55
Financial Advocates Investment Management
Washington
$229K -$2.72K -290 -1%
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$218K +$214K +22,783 New
9WM
57
9258 Wealth Management
Ohio
$215K -$50.3K -5,357 -19%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$211K +$103 +11 +0%
ICMP
59
Integrated Capital Management (Pennsylvania)
Pennsylvania
$186K -$12.2K -1,303 -6%
Stifel Financial
60
Stifel Financial
Missouri
$181K +$15.4K +1,642 +9%
CAN
61
Cetera Advisor Networks
California
$159K -$17.9K -1,907 -10%
OC
62
Oppenheimer & Co
New York
$149K +$1.28K +136 +0.9%
KWM
63
Kingsview Wealth Management
Oregon
$142K -$2.35K -250 -2%
PWPS
64
Pinnacle Wealth Planning Services
Ohio
$140K -$36.6K -3,901 -21%
WCM
65
Whitener Capital Management
North Carolina
$139K +$34K +3,620 +33%
MOS
66
MGO One Seven
Ohio
$138K -$43.2K -4,597 -24%
RJT
67
Raymond James Trust
Florida
$131K +$129K +13,715 New
AWM
68
Axxcess Wealth Management
California
$128K -$10.7K -1,136 -8%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$128K +$125K +13,354 New
PWSG
70
Pacific Wealth Strategies Group
California
$116K -$18.8K -2,000 -14%
WP
71
WealthShield Partners
North Carolina
$109K -$2.45K -261 -2%
CB
72
Commerce Bank
Missouri
$104K – – –
OAM
73
Occidental Asset Management
California
$95.7K +$94.1K +10,013 New
HI
74
Hoey Investments
Pennsylvania
$92.4K -$74.9K -7,971 -45%
IA
75
IFP Advisors
Florida
$85K -$2.26K -241 -3%
1 2
3
4 5

BOE Hedge Fund Activity: Q4 2022 in Review

102 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q4 2022, worth a combined $225M — up 11% from $203M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BOE positions and 7 closed out — a net gain of 9 holders — while 36 added to existing stakes and 29 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $4.79M. The largest seller was Morgan Stanley, cutting an estimated $4.86M.

  • 102 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q4 2022, up from 97 in Q3 2022.
  • Funds reported $225M of BlackRock Enhanced Global Dividend Trust stock for Q4 2022, up 11% quarter-over-quarter.
  • 16 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q4 2022 and 7 closed out, a net change of +9 holders.
  • The largest BlackRock Enhanced Global Dividend Trust buyer in Q4 2022 was Karpus Investment Management, an estimated $4.79M added.
  • The largest BlackRock Enhanced Global Dividend Trust seller in Q4 2022 was Morgan Stanley, an estimated $4.86M sold.

Based on aggregated 13F filings for Q4 2022.