BlackRock Enhanced Global Dividend Trust
BOE
101 hedge funds and large institutions have $224M invested in BlackRock Enhanced Global Dividend Trust in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 14 closing their positions.
0% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 14
1% less capital invested
Capital invested by funds: $225M → $224M (-$1.58M)
1% less funds holding
Funds holding: 102 → 101 (-1)
1.54% less ownership
Funds ownership: 36.82% → 35.28% (-1.5%)
26% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$988K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$982K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$570K |
| 4 |
ASFA
All Season Financial Advisors
Denver,
Colorado
|
+$365K |
| 5 |
Jane Street
New York
|
+$228K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
-$4.47M |
| 2 |
Morgan Stanley
New York
|
-$2.54M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$999K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$793K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$674K |
BOE Hedge Fund Activity: Q1 2023 in Review
101 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q1 2023, worth a combined $224M — down 0.7% from $225M a quarter earlier.
Fund positioning in BOE was balanced in Q1 2023: 14 funds opened new positions, 14 closed out, 28 added to existing stakes and 38 trimmed.
The largest buyer was Spire Wealth Management, adding an estimated $988K. The largest seller was Penserra Capital Management, exiting entirely with an estimated $4.47M sold.
- 101 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q1 2023, down from 102 in Q4 2022.
- Funds reported $224M of BlackRock Enhanced Global Dividend Trust stock for Q1 2023, down 0.7% quarter-over-quarter.
- 14 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q1 2023 and 14 closed out, a net change of 0 holders.
- The largest BlackRock Enhanced Global Dividend Trust buyer in Q1 2023 was Spire Wealth Management, an estimated $988K added.
- The largest BlackRock Enhanced Global Dividend Trust seller in Q1 2023 was Penserra Capital Management, an estimated $4.47M sold.
Based on aggregated 13F filings for Q1 2023.